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Tesla Q1 deliveries fall 13%, miss investor estimates

Tesla delivered 336,000 vehicles in Q1 2025, a 13% drop from 2024 and below investor expectations of 360,000–370,000.

Production reached 345,454 units, with 323,800 Model 3 and Model Y deliveries and 12,881 from other models, including the Cybertruck.

Factory shutdowns for Model Y upgrades contributed to the decline, though CEO Elon Musk remains optimistic about its global sales performance.

Tesla’s market share fell in key regions, including Europe (9.3% from 17.9%), Germany (4% from 16%), and China (11.5% drop in March sales).

Tesla’s stock fell 36% in Q1, erasing US$460 billion in market value, with analysts citing brand struggles and growing competition.

Recent Tesla developments

Timeline
02-Apr-2025 📉 Tesla’s stock falls 36% as Musk’s political role affects sales
  • Tesla stock drops 36%, market cap down $460B
  • Musk’s political role sparks protests, sales decline
27-Mar-2025 📉 Tesla stock drops 6% on Europe sales slump
  • Tesla stock drops 6% amid sales decline
  • New US auto tariffs raise concerns for automakers
27-Mar-2025 🚗 Tesla to launch EVs in Saudi Arabia
  • Tesla to launch EVs in Saudi Arabia on Apr. 10.
  • Market challenges with EVs at only 1% of sales.
25-Mar-2025 📉 Tesla’s market share drops in Europe
  • Tesla’s Europe sales down 42.6% in February
  • Market share drops to 1.8% from 2.8%
25-Mar-2025 🚗 Tesla to launch full self-driving feature in China

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