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

[Gigahorse]

Yeah, but those numbers are mostly the “affordable models” (3 & Y). The Y historically outsells the 3 by a pretty significant margin.

New Y didn’t start deliveries until March, pretty late probably. I’m in a big city (a very Tesla-friendly one, too) and have only seen one new Y so far.

Point is lots of people held out for the new Y instead of taking delivery of an “old” one. Even more people would have pulled the trigger, but waited for Launch Series to end (either to save money or to get the white interior which sold out a while ago at this point).

PLUS, Elon should be leaving DOGE and launching Cybercab this quarter. As long as they end the Y Launch Series soon, Q2 deliveries will skyrocket, I’d bet my right arm on that. They’re not in a slump.

Stock will return to the $400s by late June/early July. Buy up now while it’s cheap!

I think the Tesla stock will end up going back up, concerned that the CT will become a niche vehicle like the X. REALLY don't want to be answer questions about my truck every time I go to the grocery store 3 years from now, having trouble getting insurance, etc. Better for all owners the more of them that are on the road.

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[BannedByTMC]

I hope Tesla keeps making CT in future. I hope that Tesla comes out with pi cell phone soon. I will buy ASAP! I am also looking forward to Tesla pi tablet

Tesla is not making phones or tablets, that's a completely different, unrelated company, which is also confusingly named Tesla.

https://tesla.info/en/frequently-asked-questions/

"Do you make cars?

Nope. That is Tesla Inc., which provides solar, energy storage, charging, and vehicles as part of its mission is to accelerate the world’s transition to sustainable energy. We make and distribute consumer electronics products and household appliances inspired by Nikola Tesla’s idea to provide technology for all."

 

[BannedByTMC]

concerned that the CT will become a niche vehicle like the X.

It's certainly looking that way at this point. It was always a huge risk, and with the large miss on range and pricing, plus, "stuff"..., I don't see anyway sales will make a large turn to the upside.

 

[freddms]

It's certainly looking that way at this point. It was always a huge risk, and with the large miss on range and pricing, plus, "stuff"..., I don't see anyway sales will make a large turn to the upside.

I think the range is very good. I know Elon's pitch was more, but the range is better than a Y in real world. Quite the achievement for a pickup - man, I'm lovin' the extra cargo space over a SUV. We are all electric now (Y and Cybertruck). No gas cars.

I think we are overthinking this. The truck has been available for a year, and that's not nearly enough time to determine if it's a niche vehicle. Electric pickup, no maintenance - businesses will not be able to NOT buy a few of these for efficiency reasons. The more people 'see' the truck on the road, the more acclimated they will get to the look (which is designed for manufacturing efficiency). Because of the design, price will continue to drop against other vendors (Ford, GM, Dodge) and at some point...

Patience. The current political environment will pass. It always does. It's just background noise in the room.

 

[WHIZZARD OF OZ]

It looks like Cybertruck deliverers for Q1 are under 12,000 with the X and S in there likely way under 12,000.


Q1 2024~2,715
Q2 2024~11,558
Q3 2024~16,692
Q4 2024~11,724

Q1 2025 likely less than 10,000
Which means that despite production ramp Q1 was the worst quarter for the CT since production really got going.
Personally I thought that the 1.99% financing would move that number of CTs closer to 12,000+ last quarter.

Here is to hoping that Tesla has some levers to pull on pricing and incentives to get more of these trucks made and sold.
Fewer of them on the road means more expensive repairs, modifications, and more time explaining to people in a parking lot what they are.

Here is to hoping that Q2 brings more CT out of the birthing tunnel and into garages.



View attachment 90417

When these numbers pop up l can only wish for cost grind to happen soon after left hand drive markets have been addressed so places like England and especially Australia and New Zealand can be catered for NEXT!
BRING IT Elon...... ✓✓✓✓™ ( ToMorrow )

 

[WHIZZARD OF OZ]

It looks like Cybertruck deliverers for Q1 are under 12,000 with the X and S in there likely way under 12,000.


Q1 2024~2,715
Q2 2024~11,558
Q3 2024~16,692
Q4 2024~11,724

Q1 2025 likely less than 10,000
Which means that despite production ramp Q1 was the worst quarter for the CT since production really got going.
Personally I thought that the 1.99% financing would move that number of CTs closer to 12,000+ last quarter.

Here is to hoping that Tesla has some levers to pull on pricing and incentives to get more of these trucks made and sold.
Fewer of them on the road means more expensive repairs, modifications, and more time explaining to people in a parking lot what they are.

Here is to hoping that Q2 brings more CT out of the birthing tunnel and into garages.



View attachment 90417

When these numbers pop up l can only wish for cost grind to happen soon after left hand drive markets have been addressed so places like England and especially Australia and New Zealand can be catered for NEXT!
BRING IT Elon...... ✓✓✓✓™ ( ToMorrow )

 

[REM]

Grok is not AGI, either. It's a LLM and an overhyped one at that.

FSD is impressive, but not AGI nor is it close.

So, what does Grok become when it interfaces with FSD?

Also, FSD absolutely is an AGI. It just doesn't talk to you right now because they have specifically excluded that ability. Which is why I brought up Grok.

 

[freddms]

So, what does Grok become when it interfaces with FSD?

Also, FSD absolutely is an AGI. It just doesn't talk to you right now because they have specifically excluded that ability. Which is why I brought up Grok.

FSD is the most advanced implementation of AGI - by far - with market application. I think it's leading everything -

And FSD with a Cybertruck is over the top. I just don't think many normal people appreciate it yet - they have no idea. We all know Grok will be integrated with Tesla cars at some point. All this will drive Tesla sales - all cars/trucks.

 

[Gigahorse]

When these numbers pop up l can only wish for cost grind to happen soon after left hand drive markets have been addressed so places like England and especially Australia and New Zealand can be catered for NEXT!
BRING IT Elon...... ✓✓✓✓™ ( ToMorrow )

Hate to say it but if sales of the CT in the US do not increase significantly I don't think the CT will ever see the international market, importers will ship them at a very high cost to the affluent but the odds of average Aussies, Kiwis, and Brits getting their hands on one will not happen with low US sales in the land of the truck I fear.

 

[J-Man]

It looks like Cybertruck deliverers for Q1 are under 12,000 with the X and S in there likely way under 12,000.


Q1 2024~2,715
Q2 2024~11,558
Q3 2024~16,692
Q4 2024~11,724

Q1 2025 likely less than 10,000
Which means that despite production ramp Q1 was the worst quarter for the CT since production really got going.
Personally I thought that the 1.99% financing would move that number of CTs closer to 12,000+ last quarter.

Here is to hoping that Tesla has some levers to pull on pricing and incentives to get more of these trucks made and sold.
Fewer of them on the road means more expensive repairs, modifications, and more time explaining to people in a parking lot what they are.

Here is to hoping that Q2 brings more CT out of the birthing tunnel and into garages.



View attachment 90417

It's pretty hard not to be political when that is the cause of the CT backlash / low sales / Stock crash.

It is no longer very fun owning one.

 

[dalton108]

It's pretty hard not to be political when that is the cause of the CT backlash / low sales / Stock crash.

It is no longer very fun owning one.

Not wrong.

 

[Gigahorse]

It's pretty hard not to be political when that is the cause of the CT backlash / low sales / Stock crash.

It is no longer very fun owning one.

Hoping the political side of it drops significantly in the coming weeks and I can just go about driving and enjoying the truck with the occasional excited kid screaming "CYBERTRUCKKKKKKK" as I drive by.

 

[YDR37]

According to Cox, the Cybertruck was the #7 best selling EV in the US in 4Q 2024. It was behind the Model Y, Model 3, Ford Mustang Mach-e, Chevy Equinox EV, Honda Prologue, and Hyundai Ioniq5.

I asked Grok about 1Q 2025 Cybertruck sales. Grok said:

...without Tesla releasing an exact figure, the most informed estimate, based on analyst consensus and available data, places Cybertruck deliveries in Q1 2025 at approximately 7,000 to 8,000 units

The six models listed above all had US sales over 8,000 units in 1Q 2025 (the lowest was the Ioniq5 at 8,611 units). So if Grok is right, and the CT sold somewhere in the 7,000 to 8,000 range, then the CT will be #7 again. The Ford F-150 Lightning sold 7,187 units, so it could be close to matching the CT as well.

 

[YDR37]

Traditional automakers, unlike Tesla, often sell technically-similar vehicles with different trim and different brand and model names. So it shouldn't be surprising that the Cadillac Lyriq is basically the same vehicle as a Chevy Blazer EV, or that an Acura ZDX is basically the same vehicle as a Honda Prologue.

But what is surprising is that GM and Honda are cooperating on EV development and production. The Honda Prologue is basically the same vehicle as the Chevy Blazer EV; they are both made side-by-side at the same GM plant in Mexico. And the Acura ZDX is basically the same vehicle as the Cadillac Lyriq; they are both made side-by-side at the same GM plant in Tennessee.

So the third-best selling EV in the US is arguably GM's 121.8-inch wheelbase mid-sized crossover SUV, which happens to be sold under four different brand and model names. The Blazer EV, Prologue, Lyriq, and ZDX combined for 21,983 sales in 1Q 2025, which could potentially be approaching Model 3 levels. Yet this is happening under the radar, because neither GM nor Honda want to publicize the connections between the four models.

 

[Mini2nut]

I think we are going to see some great CT incentives in Q2. Hang tight if you are contemplating a CT purchase.

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