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Cybertruck

Tesla reports 13% drop in first-quarter vehicle deliveries from a year ago​


Here are the key numbers:

  • Total deliveries Q1 2025: 336,681
  • Total production Q1 2025: 362,615
Investors were expecting Tesla to report deliveries of between 360,000 and 370,000 vehicles, according to StreetAccount. Tesla’s investor relations team sends a company-compiled consensus to select analysts, and said the average estimate was for around 377,590 deliveries. Prediction market company Kalshi on Tuesday released a forecast for Tesla deliveries of 352,000.

In the first quarter of 2024, Tesla reported 386,810 deliveries, and production of 433,371 vehicles.

Wedbush Securities analyst Dan Ives, typically among Tesla and CEO Musk’s biggest believers, called the report a “fork in the road moment” for the electric vehicle company in a post on social media platform X.

“We knew 1Q Tesla deliveries would be soft but these numbers were bad,” he wrote. “We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key.”


 

“Used Cybertruck prices have fallen 13% over the last 3 months and 55% year over year.”

Huh. Seems like someone on this board noticed this trend already.

And what’s going on with the extended battery option?

 
Heck. That’s with production shut down on model Y in both California and Texas for three weeks in the quarter. Imagine what they will do with full production lines running.

 
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Heck. That’s with production shut down on model Y in both California and Texas for three weeks in the quarter. Imagine what they will do with full production lines running.



Cox’s estimate looks quite high. The best way to figure out Tesla deliveries in the US is to take deliveries based on registration data in all other markets where Tesla sells vehicles in the world, which are quite accurate, and subtract that number from Tesla’s reported global deliveries.

For the first quarter, Tesla reported 336,681 deliveries globally, and Tesla registrations in all markets except the US and Canada totaled 212,024 vehicles (via TroyTeslike).

This would mean Tesla delivered about 124,657 vehicles in the US and Canada in Q1 2025.

That’s already about 3,500 fewer deliveries than Cox’s estimate, but it includes Canadian deliveries, which are also hard to estimate in the first quarter. It’s safe to assume that they are at about 5,000 units.

This means that Tesla is down closer to 15% than 8% in the US in Q1 2025.
 

Cox’s estimate looks quite high. The best way to figure out Tesla deliveries in the US is to take deliveries based on registration data in all other markets where Tesla sells vehicles in the world, which are quite accurate, and subtract that number from Tesla’s reported global deliveries.

For the first quarter, Tesla reported 336,681 deliveries globally, and Tesla registrations in all markets except the US and Canada totaled 212,024 vehicles (via TroyTeslike).

This would mean Tesla delivered about 124,657 vehicles in the US and Canada in Q1 2025.

That’s already about 3,500 fewer deliveries than Cox’s estimate, but it includes Canadian deliveries, which are also hard to estimate in the first quarter. It’s safe to assume that they are at about 5,000 units.

This means that Tesla is down closer to 15% than 8% in the US in Q1 2025.

You do understand this article is speculation based on an unofficial random X account (troyteslike) speculative count for the quarter prior to anything official being released, right? There is nothing official about this article. Which is why POS like Fred Lambert writes it in the first place. To fool idiots like you. Lmao. Such a rube.
 
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