Tesla deliveries were down by 50,129 units in Q1 and 59,834 units in Q2 2025 year-over-year. Q3 will also be challenging, as last year’s Q3 was strong with 462,890 units delivered. However, Tesla may soon launch a stripped-down Model Y, which it hopes will improve sales.
⬇️ Pressure 📉
I don't trust these numbers from Tesla
Q3 will be last Q with $7500 subsidies, should help to boost sales?
Think about it: #Musk is now fully responsible for #Tesla sales success in North America and Europe. Those are the top two regions, which he himself has alienated from Tesla brand in the last 12 months.
Elon firing his shots.
Tesla said it would start the production of these new models at the end of last quarter. There has been not much info regarding these new models, I think Reuters was saying that there is a couple of months of delay for these new models. This seems to be the biggest unknown.