Tesla Q4 2025 production & delivery numbers

[BlueLightning]

Yep, pays to wait, found a used Model Y 30k miles. $25k, now waiting for the used CT AWD for $49K. LOL

Sponsored

 

[Cybertruck Dude]

Yep, pays to wait, found a used Model Y 30k miles. $25k, now waiting for the used CT AWD for $49K. LOL

I wouldn’t count on it, with the low production numbers. Supply and demand. You’re better off saving your money and just buying one.
To be honest it’s an amazing vehicle. There’s really nothing like it.

 

[Cayden Thompson]

I wouldn’t count on it, with the low production numbers. Supply and demand. You’re better off saving your money and just buying one.
To be honest it’s an amazing vehicle. There’s really nothing like it.

I'll take my chances

 

[HaulingAss]

Keep in mind, as a Canadian here, the US tariffs are killing the sales here in Canada.

Why do so many people here talk nonsense?

Cybertrucks are made in the USA. Any tariffs on a Cybertruck in Canada are not US tariffs, they are Canadian import tariffs! Has your Canadian media been misleading the masses?

In April 2025 Canada imposed a retaliatory 25% tariff on all US made electric vehicles sold in Canada. Canada then levies additional (and outrageous) taxes on top of that. If you don't like paying your government $25,000 for the right to purchase a Cybertruck, in addition to any GST, luxury tax, etc., then elect leaders who don't have an insatiable appetite for spending other people's money and are willing to negotiate fair and balanced trade treaties.

Don't get me wrong, us Americans have plenty of problems too with our elected leaders over-spending, that's what precipitated this recent belt-tightening. It's up to your elected leaders to negotiate a fair trade treaty with the US. And I have spent my entire life around 10-50% Canadians, on both sides of the border, and I tend to like Canadians slightly better (on average) than Americans. But that doesn't negate the need for fair trade agreements.

 

[YDR37]

If you don't like paying your government $25,000 for the right to purchase a Cybertruck, in addition to any GST, luxury tax, etc., then elect leaders who don't have an insatiable appetite for spending other people's money and are willing to negotiate fair and balanced trade treaties.

There is currently a $20,000-$35,000 premium for the Cybertruck in every international market where it can be ordered, not just Canada. Prices below are for an AWD with no extras, in local currency and current U.S dollar (USD) equivalent (rounded to nearest 1,000 USD).

Canada: 139,900 CAD = 102,000 USD
Mexico: 1,949,900 MXN = 109,000 USD
South Korea: 145,000,000 KRW = 101,000 USD
Qatar: 384,990 QAR = 106,000 USD
United Arab Emirates: 404,990 AED = 110,000 USD
Saudi Arabia: 434,990 SAR = 116,000 USD

As we all know, the same vehicle is a 80,000 USD purchase in the US (including Puerto Rico).

 

[jahansolu]

Why do so many people here talk nonsense?

Cybertrucks are made in the USA. Any tariffs on a Cybertruck in Canada are not US tariffs, they are Canadian import tariffs! Has your Canadian media been misleading the masses?

In April 2025 Canada imposed a retaliatory 25% tariff on all US made electric vehicles sold in Canada. Canada then levies additional (and outrageous) taxes on top of that. If you don't like paying your government $25,000 for the right to purchase a Cybertruck, in addition to any GST, luxury tax, etc., then elect leaders who don't have an insatiable appetite for spending other people's money and are willing to negotiate fair and balanced trade treaties.

Don't get me wrong, us Americans have plenty of problems too with our elected leaders over-spending, that's what precipitated this recent belt-tightening. It's up to your elected leaders to negotiate a fair trade treaty with the US. And I have spent my entire life around 10-50% Canadians, on both sides of the border, and I tend to like Canadians slightly better (on average) than Americans. But that doesn't negate the need for fair trade agreements.

The brainwashing in Canadian media is real - I can't and won't get into any political discussions here though. I was generally saying there's a tariff for US vehicles in Canada. I wasn't saying US imposed these tariffs on us - I am well aware it's the Liberal government that's retaliating against America by placing these tariffs on US made vehicles.

 

[YDR37]

It’s like Tesla has just decided to give up on the market which made the company and while disrupting yourself can be great, they also don’t have anything tangible in the immediate pipeline.

Tesla also needs to continue to be profitable with vehicles to fund its new ventures. It can't quite give up on auto yet, there is a real chance declining auto sales could impact the company becoming the AI winner.

Troy Teslike, a well-known independent Tesla analyst, puts most of his stuff behind a paywall now. However, he just made a similar public comment on X:

The big question is whether Tesla can achieve driverless FSD with vision only, scale it beyond a few supervised or remote-controlled cars, and start making money before automotive sales fall below 300K per quarter.

In 2025, Tesla delivered 1.64 million vehicles, so an average of 410K per quarter. Obviously that is well above Troy's 300K per quarter benchmark.

However, Tesla itself thinks that 300K per quarter -- or 1.2 million per year -- is the future; that number is baked into Elon's new compensation plan. As reported by the NY Times in September 2025:

Mr. Musk has played down the importance of car sales, saying Tesla’s future is in artificial intelligence, self-driving cars and humanoid robots. The compensation plan calls for Tesla to have sold a total of 20 million cars by 2035, from eight million today. That implies the company would need to sell only 1.2 million a year, far fewer than it sold last year.

So Tesla itself anticipates that its traditional EV sales will keep falling. That's OK, as long as the EV profits are replaced by AI/robotics profits. But right now, you have to wonder if maybe the EV profits are falling faster than expected and the AI profits are coming slower than expected.

 

[HaulingAss]

Troy Teslike, a well-known independent Tesla analyst, puts most of his stuff behind a paywall now. However, he just made a similar public comment on X:

In 2025, Tesla delivered 1.64 million vehicles, so an average of 410K per quarter. Obviously that is well above Troy's 300K per quarter benchmark.

However, Tesla itself thinks that 300K per quarter -- or 1.2 million per year -- is the future; that number is baked into Elon's new compensation plan. As reported by the NY Times in September 2025:

So Tesla itself anticipates that its traditional EV sales will keep falling. That's OK, as long as the EV profits are replaced by AI/robotics profits. But right now, you have to wonder if maybe the EV profits are falling faster than expected and the AI profits are coming slower than expected.

You can climb the wall of worry while thinking like a traditional auto analyst, or you can see that the profits from energy storage, robotics and autonomy will likely individually dwarf auto profits. The combined profits of all three is an even surer bet. That's why investors are not worried and the share price is staying much higher than can be justified by forecast auto production.

My take, given the poor execution on EVs by legacy auto, even if you include startups like Rivian and Lucid, Tesla also has a bright future in EV manufacturing.

People have been naysaying Elon and Tesla for over 15 years. SpaceX too. The naysaying didn't age well. In fact, the past naysayers look like blubbering fools. As an investor, I'm going to continue to let 'er ride on the winning side. Some things never change.

 

[Sjohnson20]

Tesla is doing the right thing by looking to future technologies like robotics and AI. We don't even know if EVs will eventually replace gas. As slow as the adoption to EVs has been there may be another invention that takes over.

 

[YDR37]

You can climb the wall of worry while thinking like a traditional auto analyst, or you can see that the profits from energy storage, robotics and autonomy will likely individually dwarf auto profits. The combined profits of all three is an even surer bet.

It may sound strange, but some people can see a picture that is exactly the opposite -- one where auto profits individually dwarf the profits from energy storage, robotics and autonomy combined.

That picture was apparently visible in Tesla's 3Q 2025 financial statement. Maybe it will still be visible when the 4Q 2025 financial statement comes out on January 28.

 

[Cyberostachu]

I've said it many times, if the CT was more affordable they would have another unit delivered in the "Other Models" Category...

I agree with you. Forget the politics Elon entered, if the prices were left as they were advertised originally instead of jacking up $20K, more buyers would go for it, not only for the money saved but for the trust.

 

[Cyberostachu]

Tesla is doing the right thing by looking to future technologies like robotics and AI. We don't even know if EVs will eventually replace gas. As slow as the adoption to EVs has been there may be another invention that takes over.

Trump’s assault on EV programs and climate change endeavors does not help either.

 

[YDR37]

My take, given the poor execution on EVs by legacy auto, even if you include startups like Rivian and Lucid, Tesla also has a bright future in EV manufacturing.

And are you also considering companies like BYD, Xpeng, and NIO ?

Because pretty much every international market outside of the US and Canada is. And Canada is reevaluating its options.

 

[Setok]

And are you also considering companies like BYD, Xpeng, and NIO ?

Because pretty much every international market outside of the US and Canada is. And Canada is reevaluating its options.

And don’t forget the Koreans.

Actually some of the most interesting EVs atm are by Renault.

 

[pricedm]

…All the Jupiter launch series sold out, but yet to see even one on the road. Were they reserved like CT but never followed through and delivered?

I see a lot in my east Denver neighborhood. First launch edition Model Y I saw, shortly after the release date, was driven by a middle age African-American woman. Not the typical “hang out at the Cybertruck forum type owner” lol.

Sponsored