Overview

• Cox Automotive data show 5,385 Cybertrucks sold in the U.S. last quarter, down 62.6% year over year, with roughly 16,000 sold so far in 2025.
• Tesla has dialed back Cybertruck production yet built excess inventory, and Electrek reports unsold units are being delivered to xAI and SpaceX.
• The truck’s pricing diverged sharply from the 2019 target, with early units near $100,000, the cheapest still close to $80,000, and a $70,000 rear‑wheel‑drive trim cancelled.
• A newly standard Luxe Package added more than $10,000 by bundling Full Self‑Driving, lifetime Supercharging, and Premium Connectivity, while a lower‑cost trim introduced this year was discontinued in September.
• Ford’s F‑150 Lightning led EV pickups with 10,005 Q3 sales, placing Cybertruck second, even as Tesla dominated overall U.S. EV sales for the quarter.