Recent Quarterly Sales Performance
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In the second quarter of 2025 (Q2 2025), Tesla produced 410,244 vehicles and delivered 384,122 vehicles globally. This marked a 14% year-on-year decline in deliveries compared to Q2 2024, when nearly 444,000 vehicles were delivered. However, Q2 2025 deliveries showed a solid recovery of about 14% over Q1 2025, which saw 336,681 deliveries, indicating some sequential improvement during the year.
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In Q1 2025, Tesla delivered about 336,700 vehicles, down 13% from the same quarter in 2024, reflecting a tough start to the year for the EV maker.
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Tesla’s automotive revenue has fallen accordingly, with a 20% year-on-year drop in Q1 2025, and the company reported its biggest quarterly revenue decline in over a decade in Q2 2025, with total revenue slipping from $25.5 billion in Q2 2024 to about $22.5 billion in Q2 2025. Net income dropped sharply, down 71% in Q1 2025 compared to a year earlier.
Model Breakdown
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The Model 3 and Model Y segment dominates Tesla’s production and sales, with 396,835 units produced and 373,728 units delivered in Q2 2025. These two models continue to be Tesla’s core sales drivers globally.
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Other models—including the Cybertruck, Model S, and Model X—delivered only 10,394 vehicles in Q2 2025, down about 20% from the previous quarter and significantly below last year's figures, reflecting weaker demand or delayed ramp-ups for these more premium and specialty vehicles.
Regional Sales and Market Share
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Tesla’s global dominance is challenged especially in Europe and North America. In Europe, Tesla’s registrations fell by nearly 45% in early 2025 compared to the previous year. Key markets like Germany showed declines of over 59%, partly due to increased competition from local manufacturers and adverse brand sentiment tied to CEO Elon Musk’s political activities.
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In the United States, Tesla sales also have slowed, though Tesla remains the largest EV seller overall. Competitors such as General Motors saw their U.S. EV sales leap by 111% year-over-year, expanding their market share to around 16%, still trailing Tesla but rapidly gaining ground.
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Sales in other major markets, such as China, have also faced challenges due to local competition and supply chain issues, though specific recent figures remain less detailed in public reports.
Market and Stock Impact
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Tesla’s stock price has been under pressure in 2025, declining about 22% year-to-date amid the sales slowdown, intensified competition, and concerns about Musk’s focus and political controversies.
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Analysts and investors view Tesla’s current year as a transition phase—from rapid growth to battling for market share amid a maturing EV market with many new entrants, making future growth projections less certain than in prior years.
Here is a detailed table showing Tesla’s recent quarterly production and delivery figures along with model breakdowns for late 2024 and 2025:
| Quarter/Year | Production (Total) | Deliveries (Total) | Model 3/Y Production | Model 3/Y Deliveries | Other Models Production | Other Models Deliveries |
|---|---|---|---|---|---|---|
| Q4 2024 | 459,445 | 495,570 | 436,718 | 471,930 | 22,727 | 23,640 |
| Full Year 2024 | — | 1,789,226 | 1,679,338 | 1,704,093 | 94,105 | 85,133 |
| Q1 2025 | ~362,000 | 336,681 | — | — | — | — |
| Q2 2025 | 410,244 | 384,122 | 396,835 | 373,728 | 13,409 | 10,394 |
Summary points from the data:
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Q2 2025 deliveries were 384,122, down about 14% year-over-year from 495,570 in Q4 2024.
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Production in Q2 2025 increased significantly over Q1 2025 (~362,000), showing sequential improvement.
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Model 3 and Model Y continued to dominate Tesla’s production and deliveries, comprising the vast majority of volumes.
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Other models (Cybertruck, Model S, Model X) delivered much smaller volumes and have declined in production/deliveries in 2025.
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Tesla saw some inventory build-up in Q2 2025 as production outpaced deliveries.
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The year 2024 saw record deliveries with nearly 1.8 million vehicles delivered globally.
This table illustrates Tesla’s transition from record deliveries in 2024 to a softer but stabilizing sales performance in 2025 amid stronger competition and market challenges.
Summary
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Tesla retains its position as the largest EV manufacturer globally but has experienced a sharp sales and revenue slowdown in 2025, with deliveries down 14% year-over-year in Q2.
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The Model 3/Y remains the key pillar, while the rest of the lineup underperforms relative to expectations.
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Regional sales show pressure especially in Europe and the U.S., where emerging competition and brand image issues hurt demand.
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Tesla faces the challenge of balancing production scale, pricing pressures from competitors, and political/public relations hurdles as it attempts to maintain its market leadership.
