Tesla (TSLA) Q2 automobile supply report
Tesla Model Y electric vehicles are collected by a car transporter from the Tesla Gigafactory Berlin-Brandenburg.
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In the second quarter, Tesla recorded over 384,000 vehicles, a decrease of 14% compared to the previous year and the second quarterly decline in a row.
The stocks rose by 5%.
The electric vehicle manufacturer reported 443,956 deliveries and production of 410,831 vehicles in the same period of the previous year.
Here are the key numbers:
- Total deliveries Q2 2025: 384,122 vehicles
- Overall production Q2 2025: 410.244 vehicles
The analysts of Wall Street expected Tesla to report deliveries of around 387,000 according to Factset.
Deliveries in the first quarter of 2025 decreased by 13% to 336,681 compared to the previous year. The deliveries are the approach reported by Tesla, but are not precisely defined in the company's shareholder communication.
The electric vehicle manufacturer, headquartered in Austin, Texas, does not break out of sales and production according to the model or region. However, the company said that it produced 396,835 of its most popular cars in Model 3 and Model Y, with 373,728 combined deliveries for these models in the second quarter.
Tesla faces a rush of the competition, especially Chinese EV manufacturers who sell newer and cheaper models. In the first quarter, Tesla accused customers who had delayed their orders, some of their declining automotive sales so that they were able to receive an updated version of the Model Y -SUV that began in March.
There is also a political counter -reaction against CEO Elon Musk, with protest waves against Tesla influence the reputation of the company and sales.
Musk was the greatest financial support of President Donald Trump in the election of last year and approved the right-wing extremist anti-immigrant party in Germany. He headed the initiative of the Ministry of Government Efficiency (Doge) of the Trump Administration to reduce the size and capacity of federal authorities, including the task of commissioning its companies. Musk's formal role with Doge ended in May.
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Tesla shares last month
His relationship with Trump quickly started too acidic, and Musk stepped again at the weekend and excluded the tax supported by the President and asked for the creation of a third political party.
Certain aspects of the invoice could damage Tesla's solar and battery business and, according to Think Tank Energy Innovation, reduce sales of around 100,000 vehicles a year by 2035.
In the meantime, Trump has threatened to end other subsidies that Musk's companies benefit, including Tesla and the aerospace and defense company SpaceX. He even threatened to deport musk, a naturalized US citizen.
Also in the announcement on Wednesday, Tesla reported 10,394 deliveries of his other models, including steel cyber trucks in the second quarter. The Angular Pickup has been called back eight times for a large number of hardware and software problems since Tesla began in November 2023.
The Tesla shares were drawn by more than 5% on Tuesday to close $ 300.71. They declined 26% for the year, the worst performance among the Megacap companies from Tech.
REGARD: Tesla's autonomous business much larger than any feud with the president
– Samantha Subin from CNBC contributed the reporting
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