Tesla’s first-quarter 2025 vehicle deliveries totaled 336,681, a 13% decrease year-over-year and falling short of analyst expectations. Production reached 362,615 vehicles, with Model 3 and Model Y accounting for the majority of production and deliveries. This decline coincided with planned factory upgrades and increasing competition, particularly in Europe and China, where market share significantly decreased. The shortfall in deliveries contributed to a 36% drop in Tesla’s stock price during the quarter.
Read More
Tesla’s sales have dramatically declined in several key markets during the first two months of 2025. Germany experienced a 70.6% drop in sales, while Australia saw a 65.5% decrease. China also witnessed a significant decline, with February sales plummeting 49.16%. This downturn follows Tesla’s abandoned goal of 20 million annual sales by 2030 and marks the company’s first annual sales decline in a decade, raising concerns about its future growth trajectory.
Read More
Tesla experienced a significant sales decline in major European markets, including a 59% drop in Germany—its lowest monthly total since July 2021. These slumps, also impacting France and the UK, coincide with CEO Elon Musk’s controversial political endorsements and actions, including support for a far-right German party and gestures interpreted as Nazi salutes. European leaders have expressed concern over Musk’s perceived attempts to influence elections for his own financial gain, further contributing to negative public perception. Decreasing Tesla sales are not limited to Europe, with California also witnessing a sustained decline in vehicle registrations.
Read More
Tesla’s 2025 sales figures reveal significant declines across key markets, including a double-digit drop in California and dramatic decreases in Germany and France. These setbacks coincide with increased competition in the EV sector and the waning popularity of the Model 3 and Model Y. Elon Musk’s increasingly outspoken and controversial political stances are suspected to be contributing to the sales downturn, particularly among traditionally pro-EV demographics. The upcoming release of the updated Model Y is crucial for Tesla’s recovery, but its success hinges on overcoming the negative impact of Musk’s political activities.
Read More
Tesla experienced significant sales declines in Norway, Germany, and France during January 2025, with drops of 38%, 59%, and 63%, respectively. While some attribute this to Elon Musk’s recent actions and public image, others suggest factors like increased competition from companies such as BYD, production shifts for the Model Y, and strategic sales pushes in the prior quarter. Despite the decrease, overall new car sales in Norway rose sharply in January, indicating a potential return to pre-pandemic levels. The long-term impact of Tesla’s January sales figures remains uncertain.
Read More
Tesla’s fourth-quarter 2024 deliveries totaled 495,570 vehicles, falling short of analyst expectations and marking the company’s first annual decline in deliveries with 1,789,226 total vehicles delivered in 2024. Production for the quarter reached 459,445 vehicles. This news caused a significant drop in Tesla’s stock price. The lower-than-expected results follow a strong year for Tesla stock, which saw a 63% increase in 2024, but contrasts with CEO Elon Musk’s prediction of continued, albeit slower, sales growth.
Read More
John Q. Hosedrinker