Cybertruck Q1 2025 Deliveries (Lowest to Date) [⚠️ ADMIN WARNING: NO POLITICS]

[jameskk]

pretty normal for Q1

Sponsored

 

[REM]

This truck is still an infant compared to other models/brands. Too many people create unrealistic expectations and then try to find a "reason" for not meeting such a goal.

 

[dalton108]

This truck is still an infant compared to other models/brands. Too many people create unrealistic expectations and then try to find a "reason" for not meeting such a goal.

I don’t think that tracks when you consider the Hummer EV.

Even the R1S which was a completely new vehicle only came out 15 months before the Cybertruck started shipping and Tesla had a six year head start over Rivian in terms of just existing.

That said I do know how Hummer compares in terms of depreciation [less than half], I don’t know about relative sales for Rivian or Hummer compared to CT just disputing that they wouldn’t be reasonable comps if you had that information.

And you’re literally describing what human beings do. Our brains are difference engines and they are constantly engaged in trying to reason things out and compare things to things that we already know. If we have any purpose on this earth, that’s it.

Procreating, drinking beer and acting like we know things!

 

[BlueLightning]

Just hope the Cybertruck (Tesla) can survive the many external factors, many have tried and failed.

 

[Sjohnson20]

Nothing surprising here. I think we all knew there was going to be a drop. Tesla still moves a lot of EVs. Considering the high amount of negative press and attention I think it’s pretty good. Not to mention people throwing molotov cocktails at the cars.

 

[Sjohnson20]

Yeah, overall the Tesla hate and Elon rejection is not showing up in any major way in the data it appears. I do hope that people move on to the next thing and maybe figure out that whatever car they’re driving the chances that they supported a Nazi, someone Nazi adjacent or just a real asshole - somewhere in it’s development or supply chain history are close to 100%.

Nobody has clean hands. Stop trashing other people’s property and mind your own fucking business!

You want to protest? My car is not a public square!!! Boycott Tesla by continuing to not own one, or selling the one you have or talk shit about them online until you’re blue in the face! Or, I don’t know, fucking vote in every election without fail! Run for office — do something productive! ??‍

Elon hurt some sales this Q but pretty sure he will be done with his temp job by the end of Q2. Probably cost Tesla 20k in unit sales.

I really don’t think a majority of the protestors or boycotters are even potential Tesla customers. Most of them are in gas cars.

What that did was annoy current owners and probably hurt some of the sales from actual customers. They may have went over to Lucid or Rivian.

 

[SCTesla]

Yeah, overall the Tesla hate and Elon rejection is not showing up in any major way in the data it appears.

Sales seem to say otherwise.

The new MY has 0 wait time anywhere in the world. Same with any model. That hasn't been the case in years.

 

[scottf200]

Elon hurt some sales this Q but pretty sure he will be done with his temp job by the end of Q2. Probably cost Tesla 20k in unit sales.

I really don’t think a majority of the protestors or boycotters are even potential Tesla customers. Most of them are in gas cars.

What that did was annoy current owners and probably hurt some of the sales from actual customers. They may have went over to Lucid or Rivian.

Not sure about that. Do you think that is true in Europe as well?
I think China is a different animal and there is just a lot of competition there for EVs (cost and tech features that are included in them like just as good or better FSD).

Am example from January I've seen from a source that I've found reliable in the past.
January 2025 v January 2024
Germany -59.5%
Norway. -38%
Sweden. -44%
Australia. -33.2%
France -63%
Netherlands -42%
UK -12%

 

[SCTesla]

Not sure about that. Do you think that is true in Europe as well?
I think China is a different animal and there is just a lot of competition there for EVs (cost and tech features that are included in them like just as good or better FSD).

Am example from January I've seen from a source that I've found reliable in the past.
January 2025 v January 2024
Germany -59.5%
Norway. -38%
Sweden. -44%
Australia. -33.2%
France -63%
Netherlands -42%
UK -12%

Europe, yes.
China, no.

I agree with China having crazy competition.

 

[Gigahorse]

Q2 sales will be the real test. Model Y refresh being changed over last quarter and being their best selling vehicle means that of course their sales would be down Q1, despite what people are trying to contribute to Musk. Also Berlin only makes the Model Y so how could their sales not be down. I'm also not sure if Chinese people care about US politics that much.

A lot of people also held out for the Juniper so now that factories are back to normal they should sell if there is still a market for tesla.

As far as CT, the real test will be when the RWD version comes out to see how they do. It's not like Rivian is selling 10k R1Ts a quarter, they are selling about 12k a year. If Tariff's kick in, the best selling ICE pickup trucks are going to be considerably more expensive too. I honestly kinda like the CT being elusive.

Yea I think Q2, assuming there are no recalls and the political stuff dies down some will be the real test of the CT, REALLY hope they break 15k units in Q2, anything less than that risks the CT becoming a niche product which is bad for current and future owners.

 

[dalton108]

Ooof. Add this to the pile. If you know how positive/bullish Wedbush usually is this is uncharacteristically aggressive criticism.

https://www.teslarati.com/tesla-tsl...-to-q1-deliveries-a-disaster-on-every-metric/

 

[Mini2nut]

I predict the CT will remain a low volume vehicle for Tesla for 4 reasons:

-Polarizing styling
-Premium $80k + MSRP
-Impractical pickup for towing (poor range)
-Public’s lack of interest in BEV pickup trucks. Fossil fuel pickups rule the pickup truck segment

No manufacturer has nailed the BEV pickup market. Not GM, Rivian, Ford or Tesla.

It hasn’t helped that Mr. Musk has alienated a lot of potential buyers from purchasing a Tesla vehicle.

I also read an article that states Tesla is sitting on $200M of unsold Cybertruck inventory.

 

[dalton108]

Also, in other news:

https://insideevs.com/news/755425/rivian-q1-deliveries-2025/

I guess these excuses are not available for Tesla only Rivian. ?

Anyway, ignore the source and focus on the independently verifiable information.

 

[Sjohnson20]

Europe has China cars. Tesla does have to
compete with them in those regions. Pretty sure BYD will end up taking over there at some point.

 

[dalton108]

I predict the CT will remain a low volume vehicle for Tesla for 5 reasons:

-Polarizing styling
-Premium $80k + MSRP
-Impractical pickup for towing due to poor range
-Public’s lack of interest in BEV pickup trucks
-The publics perception regarding the current CEO

No manufacturer has nailed the BEV pickup market. Not GM, Rivian, Ford or Tesla.

? agree on all points and I think that if they do it right Volkswagen/Scout will crack the code.

Cybertruck was always on a knife edge it could either be super cool or dorky. It’s gone decidedly dorky, little kids don’t know that it’s not cool. It doesn’t matter that the truck is amazing! It’s a pariah. People are being turned away from cars and coffee; you’re not hearing about the car in social media unless somebody’s shitting on it; they don’t want us at classic car shows! It’s not cool! I’m sorry guys, it’s not.

To be clear I DON’T GIVE A RATS ASS whether other people think my car is cool or not. But, there’s no 180 coming for this thing, IMO.

If somebody thinks I’m wrong I’d love two things:

1. An outline of the means by which this turns around.

2. A historical corollary.

Sponsored