Overview
- Ford's F-150 Lightning recorded 7,913 registrations in Q1 2025, surpassing Tesla's Cybertruck with 7,126 registrations, based on S&P Global Mobility data.
- Cybertruck sales have dropped for two consecutive quarters, from 16,692 units in Q3 2023 to 12,991 in Q4 2023, and now 7,126 in Q1 2025.
- Ford reported a 16% decline in Lightning sales in April 2025, with only 1,740 units sold that month, reflecting ongoing demand challenges for EV pickups.
- The electric pickup market continues to underperform broader EV sales trends, with even top models struggling to exceed 7,000 units per quarter.
- Stellantis has delayed the launch of its all-electric Ram 1500 REV to 2027 and its PHEV Ramcharger to 2026, citing extended quality validation needs.