TL;DR
- Tesla delivered 384,122 vehicles in Q2 2025 — down 13.5% from Q2 2022
- Company risks two consecutive years of falling sales after peak in 2023
- No major production shutdowns this quarter, but sporadic line pauses reported
- Musk fired VP Omead Afshar, now handling sales duties directly
- Despite heavy price cuts and interest rate promotions, sales stagnate
- Robotaxi pilot launched in Austin, but affordable model timelines remain unclear
Q2 2025 Marks Another Drop in Tesla Deliveries
Tesla reported the delivery of 384,122 vehicles in the second quarter of 2025, reflecting another disappointing quarter for the EV leader. The figure represents a 13.5% drop compared to Q2 2022 and only a slight improvement from Q1 2025’s results, which marked the company’s worst quarterly deliveries in more than two years.
Tesla had previously aimed to grow deliveries at a 50% annual rate, a target that now seems increasingly out of reach. If trends continue, Tesla will finish the year with lower annual sales than 2024, confirming a second consecutive annual decline.
Tesla and Competitor EV Sales
| Automaker | Q2 2025 EV Sales | YoY Change | Notable Notes | Source |
| Tesla | 384,122 | -13.5% vs. Q2 2022 | Global data; weak performance despite price cuts | TechCrunch |
| Ford | 38,988 (YTD) | -12% vs. 2024 YTD | E-Transit van sales down 88% | TechCrunch |
| Hyundai Ioniq 5/6 | ~12% drop | YoY | U.S. EV sales drop despite early momentum | TechCrunch |
| Kia EV6/EV9 | Double-digit drop | YoY | Weak Q2 performance in U.S. | TechCrunch |
| GM | Up YoY | Positive | Success tied to new model lineup | TechCrunch |
Musk’s Focus Shifts Back to Tesla Amid Political Controversy
This quarter marked the first full sales period since Elon Musk began his involvement with the Trump administration, which sparked “Tesla Takedown” protests across the U.S.
Following weeks of poor headlines and organizational instability, Musk fired his longtime lieutenant Omead Afshar, previously responsible for manufacturing and sales across the U.S. and Europe. Bloomberg reported that Musk is now personally overseeing Tesla’s global sales operations.
Production Shutdown Excuses No Longer Apply
In Q1, Musk blamed poor performance on temporary factory retooling for the Model Y upgrade. However, there were no major planned shutdowns in Q2. That said, Business Insider reported brief work stoppages in Model Y and Cybertruck lines in late May, possibly contributing to lower volume.
Tesla will share the full financial impact of these setbacks in its July 23 earnings report.
Tesla’s Product Roadmap Faces Continued Delays
Despite price reductions and low-interest financing offers, Tesla’s sales continue to lag. The company has teased a lineup of “more affordable” vehicles, including stripped-down versions of the Model 3 and Y. These vehicles were initially promised for H1 2025, but Tesla has not confirmed whether production has begun.
Meanwhile, plans for a $25,000 next-gen EV were shelved in favor of the Cybercab, Tesla’s autonomous robotaxi concept still in prototype.
In a potential distraction from core EV sales, Tesla recently launched a pilot Robotaxi service in Austin, Texas. Though an important milestone, the service remains extremely limited in scope.
Tesla’s Challenges Reflect Broader EV Market Struggles
Tesla is not alone in its struggles. The broader U.S. EV market is facing a downturn amid subsidy uncertainty, consumer hesitation, and Trump’s proposed EV tariffs that are affecting industry momentum.
Legacy automakers like Ford and Hyundai have also seen double-digit percentage drops in U.S. EV sales, while General Motors has managed to outperform expectations thanks to a refreshed product line.
