Overview

• Tesla's Q1 2025 deliveries are expected to total 377,592 vehicles, representing a 2% decline from the same period last year, according to analyst estimates.
• European sales have dropped sharply, with Q1 declines of 41% in France, 55% in Sweden, 56% in Denmark, and nearly 50% in the Netherlands.
• In China, Tesla's deliveries fell 14% year-over-year in Q1, while competitors like Xpeng and Nio experienced significant growth in the same period.
• Tesla's stock, despite a 35.8% year-to-date decline, rose 6% today, potentially due to investor speculation ahead of tomorrow's delivery report.
• The company's aging product lineup and increased competition from Chinese automakers are contributing to its declining market share in key regions.