Dixon1430

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We want adoption for all EV pickups along with the cybertruck
Hundyia/Kia/Honda will be joining soon
How can you ignore a segment so large
As soon as have 500 mile cold weather range, this segment for EV PUs will explode
Even 500 miles warm weather!… I can’t buy a truck that will only make it 100 miles on a charge. I really want the CT but just can’t with such short towing mileage. If they can increase it, it would be a winner.
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A nearly 50% drop in deliveries from the previous year must be worrisome for the Tesla leadership team. That number is significant.

I predict a Cybertruck shakeup is coming within the next 12 months with possible lower price points, new trims, big incentives, etc. to help prop up sales.

The CT will also be facing competition soon from the 2027 Scout Terra and Ram 1500 REV which touts 690 miles of driving range.
Does Tesla really care now at this point? Or are they just going to accept that the CT is like the S/X? Low volume, high margins. I do hope they try to sell more CTs to the masses and they are able to drop the price, add more trims, and incentives.

BTW, it's kind of surprising how many R1S vehicles Rivian sells...things ain't cheap.
 


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Does Tesla really care now at this point? Or are they just going to accept that the CT is like the S/X? Low volume, high margins.
I'm sure the margins are high on the Model S (starts at $94,990), the Model X (starts at $99,990), and the Cyberbeast (starts at $114,990).

I am less confident that the margins are high on the $79,990 AWD CT. Tesla has made only one effort to go below that price, by offering the "Long Range" RWD version at $69,990. But that lower price was only achieved by severely decontenting the RWD; they stripped out features to the point where no one wanted it. This suggests that there was not a lot of fat to cut from the AWD price; apparently the only way to lower the price was to cut muscle and bone.
BTW, it's kind of surprising how many R1S vehicles Rivian sells...things ain't cheap.
Based on the 2025 EV sales numbers, the R1S easily outsold the Model X in the luxury large SUV category. And in the luxury EV sedan category, the Lucid Air easily outsold the Model S.

What should be concerning to Tesla is that the S and X both come with FSD (Supervised) at no extra charge -- it's a standard feature included as part of the Luxe Package. The R1S and Air are clearly inferior when it comes to self-driving technology -- but the market doesn't seem to care.
 
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REM

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A nearly 50% drop in deliveries from the previous year must be worrisome for the Tesla leadership team. That number is significant.
With the robotaxi Network coming online. I don't think they're worried about it at all, in fact Elon has mentioned multiple times that they may eventually stop selling to consumers all together anyway.
 

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With the robotaxi Network coming online. I don't think they're worried about it at all, in fact Elon has mentioned multiple times that they may eventually stop selling to consumers all together anyway.
When is that tho? Lol
 


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Get ready for disappointing Q1 delivery numbers for the Cybertruck. January and February are typically the slowest new car selling months of the year. I wouldn’t be surprised to see roughly 2k deliveries for the first quarter of 2026.
 

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Cox Automotive/Kelley Blue Book have released their EV Sales Report for the US for 4Q 2025, including numbers for the full 2025 calendar year.

Vehicle sales normally increase from 3Q to 4Q. However, 3Q 2025 was the highest quarter of all time for US EV sales, as customers rushed to buy before the expiration of the federal tax credit. So sales dropped in 4Q 2025.

The top 15 EV sellers for 2025, according to Cox:

1. Tesla Model Y: 357,528
2. Tesla Model 3: 192,440
3. Chevrolet Equinox EV: 57,945
4. Ford Mustang Mach-e: 51,620
5. Hyundai Ioniq5: 47,039
6. Honda Prologue: 39,194
7. Ford F-150 Lightning: 27,307
8. Rivian R1S: 24,852
9. Chevrolet Blazer EV: 22,637
10. VW ID.4: 22,373
11. Cadillac Lyriq: 20,971
12. Tesla Cybertruck: 20,237
13. BMW i4: 20,114
14. Audi Q6 e-tron: 17,481
15. GMC Hummer SUV/pickup: 15,788

Overall, EV sales dropped by 2.0% from 2024 to 2025, despite the record EV sales in 3Q 2025.


Cox 2025 numbers for EV pickups specifically;

Ford F-150 Lightning: 27,307 (down 18.5% from 2024)
Tesla Cybertruck: 20,237 (down 48.1%)
Chevrolet Silverado EV: 11,275 (up 51.8%)
GMC Sierra EV: 7,996 (up 447%)
Rivian R1T: 7,416 (down 33.1%)
GMC Hummer EV pickup: 5,263 (up 12.8%; assumes 1/3 of Hummer EVs are pickups)

Total EV pickups: 79,494 (down 18.4%)

The Silverado EV and Sierra EV are basically the same truck, but with different styling and dealer networks. Combined total was 19,271. There was limited availability of these vehicles, especially the Sierra, in 2024, so the big percentage increases may not be meaningful.
I am simply amazed that the Cybertruck isn’t selling like hotcakes. It’s an AMAZING vehicle.
 

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I am simply amazed that the Cybertruck isn’t selling like hotcakes. It’s an AMAZING vehicle.
I'm not surprised, $80K is a lot of dough for the majority of people. 18% of make $100k or more a year. The median income is like $84k..
 

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I'm not surprised, $80K is a lot of dough for the majority of people. 18% of make $100k or more a year. The median income is like $84k..
Before I shelled out for the Cybertruck I priced a bunch of trucks for similar features and found them all to be more expensive with fewer features. The EV trucks for sure but even high-end ICE trucks. So you say this is too much for many people but the streets are full of high-end pickup trucks. Do you think people expect to pay a lot less, commit their hearts to buying one, and then find a way to make it work?

I might add that, after my previous car was paid off, I started saving for my next car at the same rate I was paying monthly for the previous car. I started that 2 years before the Cybertruck was announced, saved during the years while I waited, and then added the proceeds of selling that car to my savings. By then I had enough to buy the truck at the original price so coming up with the extra wasn’t Indians. I think that people don’t plan ahead any more, and they don’t really do price/feature comparisons. It’s just easier to complain.
 
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YDR37

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I'm not surprised, $80K is a lot of dough for the majority of people. 18% of make $100k or more a year. The median income is like $84k..
The disappointing thing is that Tesla's original goal was to make the Cybertruck both great AND affordable. Elon spelled this out explicitly in a 2019 interview:
Ryan McCaffrey asked whether the Tesla pickup truck would aim for pricing around the Model S and Model X level, or whether it could make its way to lower price points. Elon Musk responded:

“We don’t want it to be really expensive. I think it’s got to start at less than $50,000, it’s got to be like $49,000 starting price, maximum, ideally less. … It’s got to be something that’s affordable. There will be versions of the truck that are more expensive, but you’ve got to be able to get a really great truck for $49,000, or less.”
So where is the pricing now? Around the Model S and Model X level.
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