Tesla reports 14% decline in vehicle deliveries, marking second straight year-over-year drop
- Tesla delivered 384,122 vehicles globally in the second quarter of 2025, marking a 13.5% year-over-year decline and a second consecutive quarterly drop.
- The decline followed production delays related to a Model Y redesign and intensified demand weakness worsened by backlash over Elon Musk's political engagements.
- Tesla countered with price cuts, minor model upgrades including a facelifted Model Y, and launched a limited Robotaxi service in Austin to boost interest.
- Analyst Dan Ives stated, "Tesla's future is the brightest it's ever been," attributing up to 90% of valuation to autonomous driving and robotics technologies.
- Despite some positive reactions including a 5% stock rise, Tesla likely faces a second straight annual sales decline amid mounting competition and political challenges.
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106 Articles
Tesla reports declining vehicle deliveries as tax credit cuts loom
Tesla's stock price rose early Wednesday despite a company report showing a decline in vehicle "deliveries," during its second quarter.The positive stock move may have occurred because the company's report aligned with analysts' expectations, according to Sam Fiorani, the vice president of global vehicle forecasting at Auto Forecast Solutions.The decline in vehicle deliveries, however, may be due in part to a wider range of options for buyers, F…
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