Tesla Reports Sharp Drop in Q2 Vehicle Deliveries, Misses Estimates

Tesla reported delivering 384,122 vehicles worldwide in the second quarter of 2025. This represents a 13–14% decline from the 443,956 vehicles delivered during the same period last year, marking the biggest quarterly drop in the company’s history.

While Tesla’s delivery number was slightly below Wall Street expectations of around 385,000 to 390,000 vehicles, it was better than some analysts’ lowest predictions. After the report, Tesla’s stock price actually rose, as investors had expected an even worse performance.

The sales decline comes as Tesla faces increased competition in electric vehicles, especially from companies like General Motors, which reported strong EV growth during the same period. Tesla also faces rising inventories and shrinking market share in key markets such as Europe and China, although sales in China grew modestly and sales in the UK rose 12% year-over-year in June.

Several reports link the slowdown in demand to an aging vehicle lineup and public controversies involving CEO Elon Musk. Despite these challenges, Tesla is focusing more resources on developing self-driving technology and its much-anticipated robotaxi project.

This is the second consecutive quarter, and possibly the second straight year, of falling year-over-year deliveries for Tesla. Some analysts and former board members say the company needs to innovate and bring new models to market to revive sales growth.

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