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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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Wccftech broke the news in on Tuesday, July 1, 2025.
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