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Cybertruck Sales Slump Deepens in Q3 as Tesla Funnels Inventory to Musk Companies

Third-party data put Q3 U.S. deliveries at roughly 5,385, highlighting a sharp retreat as Tesla places unsold trucks with SpaceX and xAI.

Overview

  • Cox Automotive and Kelley Blue Book data show Tesla sold about 5,385 Cybertrucks in Q3, a roughly 62–63% year-over-year drop to around 1.2% share of the U.S. EV market for the model.
  • Year-to-date deliveries total roughly 16,000, with outside estimates now pointing to about 20,000 Cybertrucks in 2025 versus Elon Musk’s earlier projection of up to 250,000 annually; Tesla does not report model-level figures.
  • Electrek and other outlets report truckloads of Cybertrucks delivered to SpaceX and xAI and added to Tesla’s own service fleets, with Cybertruck lead engineer Wes Morrill noting the support-fleet refresh.
  • Rivals gained ground as Ford’s F-150 Lightning hit 10,005 Q3 sales and pickups from GM and Rivian rose, even as U.S. EV sales set a quarterly record of about 438,000 on a pre–tax credit surge.
  • Recent pricing and product shifts include discontinuation of a lower-cost trim and a now-standard Luxe Package that adds over $10,000 in features, alongside recalls such as a cantrail trim fix and a lawsuit alleging door-handle failures in a fatal crash.