Tesla on Wednesday said it delivered 336,681 vehicles globally in the first quarter of 2025. The U.S. automaker’s lowest quarterly delivery figure in over two years comes as the brand faces unprecedented backlash due to Tesla CEO Elon Musk’s controversial role in government.
Q1’s delivery numbers came in 13% below the same period last year, when sales took a dive and demand for Teslas started looking far weaker than in years past. After years of gangbusters sales growth, the automaker delivered slightly fewer cars in 2024 than in 2023. That was its first annual drop in deliveries in over a decade.
The anemic sales report on Wednesday wasn’t exactly unexpected. Sales reports and estimates from markets around the world throughout the start of 2025 have shown that demand is way down. And that’s even as EV sales globally continue to tick upward.
But the results were worse than Wall Street analysts were expecting.
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