Overview

• Tesla's Q1 2025 global deliveries are projected to decline year-over-year, with analysts estimating between 351,000 and 375,000 vehicles delivered.
• European sales dropped approximately 40% in Q1, with steep declines reported in France, Sweden, and the Netherlands, despite the launch of the refreshed Model Y.
• Tesla's sales in China fell 14% in the first two months of 2025, prompting the company to introduce interest-free loans on the Model Y and ramp up production at its Shanghai Gigafactory.
• Elon Musk's political affiliations and controversial actions have negatively impacted Tesla's brand perception, particularly in Europe, contributing to declining sales.
• Despite these challenges, Tesla's stock rose 6% in pre-market trading today, reflecting cautious investor optimism ahead of tomorrow's Q1 delivery report.