Tesla numbers are present, and they are not good

Tesla conflicts continue as the company reaches another decrease in the delivery of vehicles, which deepens fears that the image problem, especially in Europe, is significantly stable on the demand for the consumer.

In the second quarter of 2025, the giant of electric vehicles Delivery 443,956 vehicles, a 13.5 percent decrease from the same period in 2024. The delivery processes are the main sales scale in Tesla and is closely monitored by both investors and analysts. Almost all of these deliveries – 97.3 percent – for the most popular forms of the company: Model 3 and Model Y.

Wall Street expected a decrease of about 10 percent, and thus the final number was worse than expected.

It emphasizes the permanent impact of Elon Musk’s political role. Once my darling of environmentally conscious and technology progressive, Tesla has removed parts of its original customer base. This shift has become more clear after Musk accepted a high -level role in the Trump administration, which manages the Ministry of Government efficiency (DOGE), an agency in charge of cutting federal spending. Under Musk, Doug has become notorious to reduce budgets without worrying about what these programs did.

Musk’s audio support for the right -wing political parties in the United Kingdom and Germany also displaced European buyers, many of whom embraced Tesla as a symbol of the situation in the climate. The violent reaction was particularly strong in Germany, a main market for the company.

In addition to political repercussions, Tesla faces an increasing aggressive competition from both Chinese auto manufacturers such as BYD and local competitors including Ford, General Motors, and Rivian.

Despite the decrease in deliveries, Tesla has already produced more vehicles in this quarter, building 410,244 units, almost flat compared to the same quarter of last year. This suggests that the basic demand may not collapse, or that Tesla will monitor the request will return soon.

The Wedbush Dan IVES analyst, Tesla, has long been inserted, optimistic note.

Evis said on X (Twitter) that the numbers are “better than fear”, noting a recovery in China and the interest of Y.

Tesla announced the delivery numbers 2Q this morning, which came at a price of 384,000 cars much higher than the whisper numbers in the street than ~ 365K, which was better than fear as the company witnessed success with the Y model update in the quarter. China’s recovery. A big step forward 🔥🏆🐂

Divestech July 2, 2025

Part of the upscale issue is the expiration of the $ 7500 federal tax credit, a major ruling on a “beautiful, beautiful draft law” for President Trump. The Senate version of the credit bill in September, before the first calendar. Analysts believe that this could cause a rush of purchases at the last minute of consumers who hope to claim credit before it disappears.

However, Musk has reduced the role of vehicles in the future of Tesla in the long run. In recent public comments, he confirmed that Tesla is developing into an artificial intelligence company, robots and software. He referred to the full self -leadership (FSD), the long -awaited TESLA leadership programs, and Optimus, the human robot under development, as the major revenue drivers coming to the company.

But so far, the results have been mixed.

The Robotaxi service that was launched a lot in Tesla, which was launched in Austin last month, was limited to a handful of loyal Superfans and asked the human supervisor in the passenger seat. The next day, videos of riding on social media were distributed and soon became ridiculous and skeptical.

Currently, the future musk – Tesla is supported by artificial intelligence and robots – only: vision. The main business of the company, which sells cars, is still dealing with the repercussions of the CEO who insists on mixing policy with the product.