Tesla sales and production slumped heavily in Q1 2025

DRJlaw

Ars Praefectus
5,823
Subscriptor
1743604500523.png
 
Upvote
161 (172 / -11)

DarthSlack

Ars Legatus Legionis
23,469
Subscriptor++
If Elon will give $1,000,000 to rando voters in Wisconsin. Who's to say he wouldn't pitch a few bucks to the analysts who recommend the stock?

It's a meme stock now, he doesn't have to bribe analysts. People buying are looking forward to the world-shattering profits generated by people in costumes robots, vaporware robotaxis, and bunkum AI. Oh, and they're sure that FSD will be a thing Real Soon Now.
 
Upvote
196 (198 / -2)

Solidstate89

Ars Tribunus Angusticlavius
7,092
Sales are absolutely free falling in the EU and Chinese EVs are ascendant both domestically in China and globally. They really only have the US at this point and who knows how long that continues to last. They built their entire business on global warming concerned liberals buying up their cars and now that they've alienated that entire user base they basically have to rely on conservatives picking up the slack and I don't know how much of a chance there is of that happening.
 
Upvote
232 (232 / 0)

Dr Gitlin

Ars Legatus Legionis
24,914
Ars Staff
Generally nice looking cars with excellent electric performance numbers. Sales should have ccntinued to grow. Something changed. I wonder what that could possibly be?

/s
I mean, the first bit isn't really true. They lack a lot of features most other cars have, they have a dangerous ADAS suite, the build quality is shit, and they got caught lying about their range and efficiency.
 
Upvote
304 (323 / -19)

Dr Gitlin

Ars Legatus Legionis
24,914
Ars Staff
Question for the more knowledgeable folks - what does "deliveries" mean in the context of Tesla? Is that the number of cars sold? Or the cars sent to dealers? I know Tesla has a different sales methodology than other carmakers.
Tesla has no dealerships, those are cars it has taken money for and handed over to a customer.
 
Upvote
72 (73 / -1)

GreyAreaUK

Ars Legatus Legionis
11,502
Subscriptor
I mean, the first bit isn't really true. They lack a lot of features most other cars have, they have a dangerous ADAS suite, the build quality is shit, and they got caught lying about their range and efficiency.
In fairness I think that's what their /s was saying.
 
Upvote
38 (40 / -2)

DRJlaw

Ars Praefectus
5,823
Subscriptor
Just remember, Space Nazi Karen has decided that there's no difference between protesting Tesla and individual acts of vandalism. You're participating in a wide-ranging conspiracy of domestic terrorists if you don't encourage your friends to run out and purchase Musk's main means of attempting to buy out democracy.

"This is fundamentally a case of terrorism. It's wide-scale domestic terrorism with the purpose of intimidation, and it's harming innocent people. It's really terrible," Musk said Tuesday on "The Five."

"What we actually have to get to are the people who are organizing and paying for these attacks and protests. That's who we really need to go after, because the people that were actually throwing the Molotov cocktails — they're the foot soldiers, but we need to go after the generals."
 
Upvote
150 (151 / -1)

Coriolanus

Ars Tribunus Angusticlavius
8,807
Subscriptor++
I would love to see weekly sales data (not that Tesla will ever provide it). Trump didn't get into office until late January and DOGE didn't get the major backlash until a few weeks after that. I would be curious what that salea graph looked like in the first 2 weeks of January versus last 2 weeks of March.
 
Upvote
93 (93 / 0)
Post content hidden for low score. Show…

GreyAreaUK

Ars Legatus Legionis
11,502
Subscriptor
Musk: the people that were actually throwing the Molotov cocktails — they're the foot soldiers, but we need to go after the generals."
Apropos of nothing, but it always makes me smile a little when Musk uses Military terminology like he's some kind of supreme strategos, when in fact he's a guy that cheats at video games and can't remember how the horsey ones move in chess.


Edit: Ok, I fucked up the quoting there, but you get what I mean...
 
Upvote
140 (140 / 0)

ItchyPoo

Ars Scholae Palatinae
1,384
Subscriptor
It tells you how much of a bubble I'm in when my expectations were that they were going to sell basically no cars.
For me, I expected him to be able to keep selling. I just expected negative margins by now. Any day now though. He is going to be paying people to take them soon enough.
 
Upvote
33 (33 / 0)

Purpleivan

Ars Praetorian
443
Subscriptor++
What I'd be interested to see, would be a comparison of just March sales for 2024 and 2025, rather than the whole of the quarter. The reason being that Melon head's antics regarding DOGE were in high gear by then, so the "Elon effect" wouldn't have been as strong for the whole of the quarter, as for just the last month.

Oh well, only another 3 months and we can see an entire quarter affected by his offensive and plain dangerous activities. That could make for even more interesting reading, than this last quarter's numbers.
 
Upvote
61 (61 / 0)

DistinctivelyCanuck

Ars Tribunus Militum
2,725
Subscriptor
I mean, the first bit isn't really true. They lack a lot of features most other cars have, they have a dangerous ADAS suite, the build quality is shit, and they got caught lying about their range and efficiency.
But, I mean, aside from that... they're great cars...

/s
 
Upvote
89 (90 / -1)

SirOmega

Ars Tribunus Angusticlavius
6,221
Subscriptor++
But I thought that Tesla had a million preorders for the CyberTruck?!?
I know this was /s but I do believe it to be true. At some point, Tesla probably did have over a million pre-orders. But you have to remember it was announced and pre-orders started in 2019. Five-plus years ago.

But after all the claims about exoskeleton chassis and $40,000 price tag were found to be BS, and Elon going off the deep end, well, not a lot of people have shown up to claim their pre-order.
 
Upvote
61 (61 / 0)