Tesla had 384,122 deliveries which was above the 365,000 whisper number for deliveries.
2025 2Q Tesla Production & Deliveries ====================
Production Deliveries
Q1. 362,615 336,681
Q2. 410,244 384,122
The range of estimates had significant worries that deliveries would be at the Q1 level or worse.
Global car sales are soft.
Tesla sold a combined 10,394 units of the Cybertruck, Model S and Model X in Q2 2025. This is slightly down from Q1.
• Q2 2025: 10,394
• Q1 2025: 12,881
The estimated deliveries for Q2 were:
386,086 – Analyst consensus
384,122 ACTUAL RESULT
370,000 – @garyblack00
365,420 – @ICannot_Enough
360,000 – @grok
359,927 – @CuriousPejjy
356,000 – @TroyTeslike
348,525 – @gabrielgalcer
348,422 – @FutureAZA
335,000 – @TSLAFanMtl
Rivian delivered 10,661 vehicles in Q2 2025, -22.7% YoY. The company produced 5,979 vehicles during the same period.
Rivian said Production was limited during the second quarter in preparation for model year 2026 vehicles expected to launch later this month.
Ford sold 16,438 EVs in the U.S. in Q2 2025, -31.4% YoY.
Units sold:
• Mustang Mach-E: 10,178 (-19.5% YoY)
• F-150 Lightning: 5,842 (-26% YoY)
• E-Transit: 418 (-88% YoY)
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Q2 deliveries were 466k in 2023 and 443k in 2024. Good luck to them and all, but the car making part of Tesla currently looks like an Intel rather than an AMD.
I asked GROK to compare these figures with previous years.
Category Tesla EU EV EU Tesla US EV US
Market Changes 2022-2023 +25% +20% +20% +25%
Market Changes 2023-2024 +20% +25% +16.67% +20%
Market Changes 2024-2025 -27% +30% -16% +11%
“Conclusion
Tesla’s 2025 Q1 and Q2 figures show a decline compared to 2024, with Q1 production and deliveries down 16.3% and 13.0%, respectively, and Q2 deliveries down 13.5% despite stable production. The first half of 2025 reflects an 8.4% production decrease and a 13.2% delivery decrease compared to 2024, indicating ongoing demand challenges or strategic adjustments in a competitive EV market. These figures are consistent with reports of Tesla’s first annual delivery decline in 2024 and a tough start to 2025.”
Yes. And if you plot a 5-days stock chart (or 30 days, 180 days)instead of a 24h plot you clearly see that the increase is nothing.
I’m most interested in KIA/HYUNDAI. They’re the only real competitors in the U.S. Market (at least with decent price and build quality). Thank goodness for Tesla, the tariffs hit their supply chain a lot harder.
KIA/HYUNDAI are the only car companies outside of China that has a good manufacturing base for EV batteries. Ford and GM lag far behind, although they are slowly catching up.
I believe Tesla will maintain a cost advantage for a few years to come. By then, even the general public wil view Tesla more as a technology company than a car company.
Kia/Hyundai fans are insufferable. No thanks.