EV Sales
Elon Musk proposes Cybertruck pivot to autonomous cargo delivery amid sales slump
Raportoinut AI AI:n luoma kuva
During Tesla's January 28, 2026, Q4 2025 earnings call, CEO Elon Musk announced plans to transition Cybertruck production to fully autonomous vehicles for local cargo delivery, addressing a 48% sales drop in 2025, design concerns, and excess inventory.
Tesla reported a record 14.2 GWh of energy storage deployments in the fourth quarter of 2025, up 29% from the previous year, even as its electric vehicle deliveries fell 16%. The company's energy business, including Powerwall and Megapack products, continues to show strong growth and profit margins. CEO Elon Musk highlighted the long-term potential of energy storage and solar integration.
Raportoinut AI
Tesla's shares fell more than 3.5 percent in early trading on Monday following the Department of Justice's release of files detailing communications between Elon Musk and Jeffrey Epstein. The documents contradict Musk's earlier denials of interest in visiting Epstein's island. Despite some sales upticks in Europe, the company's stock has faced pressure amid ongoing controversies.
In the latest developments following BYD's overtake of Tesla as the world's top EV seller in 2025—with 2.26 million battery electric vehicles to Tesla's 1.64 million amid an 8-9% annual decline—new data highlights Tesla's sharp sales drops in key markets, Cybertruck shortfalls, and booming energy storage business.
Raportoinut AI
Tesla has delivered 1.64 million vehicles in 2025, a 9% decline from the previous year, allowing Chinese rival BYD to surpass it with 2.26 million sales and claim the title of world's largest electric vehicle maker. The drop stems from backlash over CEO Elon Musk's politics, the expiration of U.S. tax credits, and intensifying global competition. Despite the setback, investors remain optimistic about Tesla's pivot to robotaxis and humanoid robots.
Tesla has reached a cumulative total of 4 million vehicles sold in China, produced at its Shanghai Gigafactory. However, the company is experiencing its first annual sales decline in this key market for 2025. November deliveries fell slightly year-over-year, making it unlikely to match last year's figures.
Raportoinut AI
Elon Musk recently praised the Cybertruck as Tesla's best vehicle ever on social media, but sales data tells a different story. Reports indicate that fewer than 2.5% of reservations have converted to actual purchases, lagging behind other Tesla models. This disconnect highlights ongoing challenges for the electric truck.
Tesla sales decline sharply in Europe despite EV boom
24. tammikuuta 2026 03.11Tesla faces sharp sales decline in Europe
21. tammikuuta 2026 02.18Tesla Cybertruck sales fall nearly 50% in 2025
20. tammikuuta 2026 03.17Tesla Cybertruck Sales Drop 48% in 2025 Amid Recalls, Lost Tax Credits, and EV Market Slump
14. tammikuuta 2026 05.22Tesla's Model 3 and Y Dominate US EV Sales in 2025
31. joulukuuta 2025 23.15Tesla Q4 consensus underscores sales slump from competition, tax credits and Musk backlash
31. joulukuuta 2025 00.46Michael Burry denies shorting Tesla amid weak sales forecasts
28. joulukuuta 2025 22.48Cox Automotive Forecasts Tesla's US Sales Decline in 2025
23. joulukuuta 2025 04.25Tesla registrations in EU fall 34% in November 2025
22. joulukuuta 2025 15.06Tesla stock faces scrutiny ahead of January sales report