"Tesla published its final production and delivery numbers this morning, and they make for brutal reading. Sales were down almost 16 percent during the final three months of last year, meaning the company sold 77,343 fewer electric vehicles than it did during the same period in 2024. For the entire year, the decline looks slightly better with a drop of 8.6 percent year on year. That means Tesla sold 1,636,129 cars in 2025, 153,097 fewer than it managed in 2024."
"And Musk's much-hyped Cybertruck-which was supposed to cost less than $40,000 and go into production in 2021, lest anyone forget-has been a disaster to eclipse the Edsel. Its failure has taken down another company initiative, Tesla's "in-house battery cell." It was initially designed specifically for the Cybertruck, although the CEO later claimed would be used for static storage as well as EVs. But apparently it has become the victim of a lack of demand."
Tesla sold 1,636,129 cars in 2025, a decline of 8.6 percent compared with 2024, and deliveries fell almost 16 percent in the final quarter, a shortfall of 77,343 vehicles year‑over‑year. The company remains heavily dependent on the Model 3 and Model Y, which have received only mild cosmetic updates and lag behind European and Asian competitors. The Cybertruck launch failed to meet expectations, undermining demand and the related in-house battery cell program. Tesla's supplier L&F severely wrote down a $2.9 billion contract to $7,386. CEO political positioning has reportedly depressed sales in markets such as California and Europe.
#tesla #ev-sales-decline #cybertruck-failure #battery-contract-write-down #political-impact-on-demand
Read at Ars Technica
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