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Tesla’s Q2 Deliveries Fall 13.5%; Shares Rally on Better-Than-Feared Figures

Tesla’s shares rose after deliveries outperformed forecasts, with price cuts, a Model Y refresh, lower-cost variants, robotaxi trials, a July 23 management Q&A slated next

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Overview

  • Tesla delivered 384,122 vehicles in the second quarter of 2025, down 13.5% from 443,956 units a year earlier
  • Production held steady at 410,244 vehicles, a marginal change from the 410,831 units built in Q2 2024
  • Intensifying competition from Chinese automakers and legacy brands, along with demand headwinds tied to Elon Musk’s political activism, have driven the delivery slump
  • Tesla is countering the downturn with price reductions, a refreshed Model Y rollout and plans for lower-cost variants
  • The company is advancing its autonomous and robotics push through a limited Austin robotaxi pilot and will publish full Q2 financials with a live management Q&A on July 23