- Tesla delivered 336,681 vehicles in Q1 2025, down 13 percent from last year.
- Production slumped to 362,615 vehicles, with Model 3 and Y making up the bulk.
- Global backlash fueled by Elon Musk’s politics may have significantly hurt its sales.
Tesla’s Q1 2025 results are in, and let’s just say, the shine appears to be wearing off. The once-dominant EV leader is starting to show cracks, with numbers that point to deeper issues than just a temporary slowdown.
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The company reported 336,681 deliveries for the first quarter, a sharp 13 percent drop compared to the same period last year, when it moved 386,810 vehicles. Production figures didn’t look much better: Tesla built 362,615 vehicles in Q1 2025, down from 433,371 a year ago. Overall, it’s a significantly weaker performance than most investors had anticipated, with expectations generally falling between 360,000 and 380,000 deliveries.
Tesla doesn’t break out its numbers by model or region, but it did confirm that 345,454 of those produced were its core breadwinners—the Model 3 and Model Y. Of those, 323,800 made it into customer hands between January and March. That leaves just 12,881 deliveries accounted for by the Cybertruck, Model X, and Model S combined.
Public Backlash and Product Gaps Hit Hard
Part of the drop could be circumstantial. Over the quarter, Tesla faced mounting protests, boycotts, and acts of vandalism targeting showrooms, vehicles, and charging stations around the world, from 80 EVs set on fire in Canada to widespread defacement of Cybertrucks across the USA.
The common denominator? CEO Elon Musk’s political antics and headline-grabbing behavior, including his involvement with DOGE, ties to the Trump administration, and a widely criticized gesture perceived as a Nazi salute, which continue to fuel controversy and alienate broad segments of the market.
On the product side, there’s also the Model Y handoff to blame. Tesla is in the process of phasing out the current version of its best-seller in favor of the facelifted Juniper model. The refreshed version went on sale in China in late January and began reaching markets like Australia and Europe by late February. But the rollout has been piecemeal, as non-limited editions haven’t even made it to North America yet. Worse, Tesla has been out of stock of the old Model Y here in the States for a few weeks now, so that undoubtedly hurt its sales figures.
Stock Drops After Weak Q1 Performance
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These lackluster delivery numbers follow a punishing stretch for Tesla’s stock. The company just posted its worst quarterly performance since 2022, shedding 31 percent of its value since the start of the year.
The stock had been riding high on Musk’s alignment with Trump, peaking at $428 on January 15, just days before Trump’s inauguration on January 20. But that momentum evaporated quickly. Following the quarterly results announcement, Tesla shares briefly dropped 13 percent to $256.58 before rebounding slightly to $263 at the time of publishing, down from about $268 the previous day.
TESLA Q1 2025
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