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

UNITED STATES, JUL 3 – JPMorgan cuts Tesla's Q2 delivery forecast to 360,000 vehicles, citing an 18% annual drop driven by a 62% plunge in European sales and ongoing operational and political challenges.

  • Tesla reported a 14% decline in vehicle deliveries to 384,122 units in the second quarter of 2025, marking a second straight yearly drop.
  • This sales decline followed production line shutdowns to prepare for the upgraded Model Y and boycotts linked to Elon Musk’s political involvement.
  • Tesla’s deliveries slightly missed analyst estimates of 387,000, while the company continues testing robotaxis in Austin and has lowered prices amid competition.
  • Shares rose 4% on delivery news, though Musk acknowledged his political roles hurt Tesla’s brand, and the company will reveal earnings impact on July 23.
  • The sustained sales decline suggests ongoing brand challenges and production shifts, with predictions of potential future sales turnaround remaining uncertain.
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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 in on Tuesday, July 1, 2025.
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