Overview

• Tesla delivered only 6,406 Cybertrucks in Q1 2025, a sharp decline from 12,991 units in Q4 2024, according to Cox Automotive data.
• The Cybertruck has lost its competitive edge, with Ford’s F-150 Lightning outselling it in Q1 2025 by over 700 units.
• Safety recalls, quality complaints, and high production costs have significantly hampered the Cybertruck's performance in the market.
• Elon Musk’s political involvement and focus on DOGE have alienated key consumer demographics, further eroding Tesla’s brand appeal.
• External economic pressures, including Trump’s tariffs on imported auto parts, are compounding Tesla’s struggles with rising costs and declining demand.