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Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage

  • Tesla delivered over 384,000 vehicles and deployed 9.6 GWh of energy storage in Q2 2025, highlighting record deployments amid a 14% delivery decline.
  • Following Q2 results, customer delays for the Model Y, rising Chinese EV competition, and Musk's political stance caused a 14% delivery decline.
  • Tesla produced 410,244 vehicles in Q2, missing consensus by less than 1,000 units, highlighting strong manufacturing despite delivery shortfalls.
  • Tesla's shares rose nearly 5% after Q2 results, reflecting investor confidence despite delivery declines.
  • Tesla's Q2 2025 delivery of 384,000 vehicles and 9.6 GWh energy storage, despite a decline, underscores long-term growth prospects driven by autonomous technology, with analysts like Dan Ives forecasting 90% of valuation from robotics.
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Despite the departure of Elon Musk from Donald Trump's government and the arrival in the concessions of the Restylated Tesla Model Y, Tesla's sales did not return to their level of 2024. The results of the second quarter of 2025 show a fairly sharp recession. Sales down from 2024 Tesla delivered some 384,122 vehicles from early April to the end of June 2025. Comparing the same period but in 2024, Tesla had delivered 444,000 vehicles, so there wa…

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TESLARATI broke the news in on Wednesday, July 2, 2025.
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