Overview

• Analysts polled by Visible Alpha forecast roughly 394,380 Q2 deliveries, a drop of more than 11% from the year-ago period.
• Data from the European Automobile Manufacturers Association show Tesla’s sales have fallen for five straight months, plunging 27.9% in May as consumer backlash over Musk’s politics took hold.
• Strong launches of feature-rich models by domestic automakers have pushed Tesla’s China EV market share down to 7.6% for the first five months of 2025.
• A production halt to introduce a refreshed Model Y has prompted buyers to delay orders, while a planned budget version of the Model Y has been pushed back by several months.
• Tesla’s limited rollout of 10 to 20 robotaxis in Texas is expected to have minimal impact on core vehicle revenue this year.