Tesla Q2 2025 sales dropped more than 13% year-over-year
1 day ago / Read about 6 minute
Source:ArsTechnica
Tesla sold 60,000 fewer cars during the period than the year before.


Credit: David Paul Morris/Bloomberg via Getty Images

Tesla sold a total of 384,122 electric vehicles during the months of April, May, and June of this year. That's a double-digit decline compared to the same three months of last year—itself no peach of a quarter for a car company with a stratospheric valuation based on the supposition of eternal sales growth.

The automaker faces a number of problems that are getting in the way of that perpetual growth. In some regions, CEO Elon Musk's right-wing politics have driven away customers in droves. Another issue is the company's small, infrequently updated model lineup, which is a problem even in parts of the world that care little about US politics.

Most Tesla sales are of the Model 3 midsize electric sedan and the Model Y, its electric crossover. For Q2 2025, Tesla sold 373,728 of the Models 3 and Y across North America, Europe, China, and its other markets. But that's an 11.5 percent decrease compared to the 422,405 Models 3 and Y that Tesla sold in Q2 2024, a quarter that itself saw a year-on-year decline.

The rest of Tesla's sales are a mix of the increasingly elderly Model S sedan and Model X SUV, as well as the US-only Cybertruck. Here, the decline is far more severe—with just 10,394 sold, that's a 22.5 percent decrease on Q2 2024. Tesla does not break these numbers out with more granularity, so it's unclear just how few Cybertrucks were among that, but it does bring to mind Musk's claims that Tesla would sell between 250,000 and 500,000 Cybertrucks a year.

Total EV deliveries amounted to a 13.5 percent reduction compared to the 443,956 Teslas sold during the same period in 2024.

Last year, we saw a big mismatch between production and delivery numbers for the Models 3 and Y as Tesla attempted to sell off excess inventory. This year, production and sales are more closely matched, but Tesla still built more than it needed to, with 396,858 Models 3 and Y leaving its factories.

Production of its other models amounted to 13,409 units in total, a 44.7 percent drop compared to the same three months last year, but the total production numbers for Q2 2024 (410,831) and Q2 2025 (410,244) are almost identical.

Tesla also says it installed 9.6 GWh of energy storage products in Q2 2025, a slight change from the 9.4 GWh it managed for Q4 2024.

Tesla will release its financial results for the quarter on July 23.

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