Overview

• Tesla's share of California's electric vehicle market fell to 43.9% in Q1 2025, down from 55.5% a year earlier, according to the California New Car Dealers Association.
• Registrations for Tesla vehicles in California dropped 15.1% year-over-year in Q1 2025, despite the launch of a refreshed Model Y in January.
• Overall zero-emission vehicle sales in California increased by 7.3% during the same period, highlighting Tesla's struggles in a growing market.
• Elon Musk's political involvement, particularly his role in the Trump administration's Department of Government Efficiency, has led to protests and backlash impacting Tesla's brand perception.
• Globally, Tesla's vehicle deliveries declined by 13% in Q1 2025, marking its worst quarterly performance since early 2022.