Overview

• Only 10,712 Cybertrucks were delivered in the first half of 2025, implying an annualized run rate below 22,000 units.
• That performance represents roughly 10% of Tesla’s installed Cybertruck production capacity and falls well short of Elon Musk’s hoped-for 150,000 annual sales.
• Tesla VP Lars Moravy confirmed that design teams are pursuing a smaller electric pickup concept as a contingency plan.
• Moravy stated that Tesla’s underlying priority remains robotaxi development, which will shape any new pickup project.
• The Cybertruck has faced delays, price hikes, polarizing styling and recalls, factors that have dampened consumer demand.