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Tesla reports 14% decline in vehicle deliveries, marking second straight year-over-year drop

UNITED STATES, JUL 3 – Tesla's deliveries dropped 13.5% in Q2 2025 due to competition, political backlash against CEO Elon Musk, tariff impacts, and Cybertruck production issues, the largest slump in company history.

  • In a fresh note, the investment bank trimmed delivery expectations, cutting its estimate to 360,000 vehicles, triggering a 5.8% drop in Tesla's stock.
  • Data from Mobility Denmark showed a 61.6% drop in European registrations, worsened by backlash over Elon Musk.
  • Tesla reported 384,122 deliveries in Q2, below the Bloomberg consensus of 395,328 units, underscoring demand weakness.
  • In the wider EV market, Rivian gained share while Chevrolet’s EV registrations surged 215%, overshadowing Tesla, while Ford saw a 33% drop.
  • Ahead of the July 23 earnings call, Model Y redesign paused output at plants, contributing to the drop.
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Lean Left

The bad reputation of the head of the company pushes the business, especially in Europe. Vehicle deliveries fall by 13.5 percent

·Vienna, Austria
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Tesla once again fails to meet the expectations of many market observers. Although production continues to increase, delivery figures remain below the previous year's level. Figures that raise questions about the future of the brand.

·Zürich, Switzerland
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Wccftech broke the news on Tuesday, July 1, 2025.
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