Overview
- Tesla delivered 418,227 vehicles in Q4 versus roughly 423,000 expected, and 2025 deliveries totaled 1.64 million for a second annual decline as shares rose about 1% to 2% after the report.
- The expiration of the $7,500 U.S. EV credit contributed to softer sales, and the company did not provide a regional breakdown of deliveries.
- Reporting pointed to acute European weakness, including about 70% declines in France and Sweden and a drop in EU‑UK market share to 1.7%.
- Analysts highlighted autonomy efforts, citing safety‑driver removal for internal testing in Austin and a February Europe FSD target that still awaits approval with only a Dutch demonstration confirmed.
- Tesla logged 52 million charging sessions in Q4, a 29% year‑over‑year increase that underscores rising network use.