Tesla car sales up 25% YOY for second quarter

[fdcg27]

Not quite dead yet I guess.
Article in today's WSJ.
Here a link, although possibly paywalled:

https://www.wsj.com/business/autos/tesla-sales-jumped-in-second-quarter-c9e2f067

I have little doubt that elevated fuel prices played a role in this, but this may still have a lasting effect if as some here claim once you go EV you never go back.

 

[Hirev]

I don't doubt 25% one bit. I see many more Teslas on the road around here in the last 1 1/2 years especially around commuting times.

 

[AZjeff]

Wonder if Q2 2025 was down compared to 2024 due to the reaction to the Tesla supreme leader's activities? Can't read the article behind paywall.

 

[Torrid]

EVs are all I care to own and at this point it better be a Tesla.

 

[Astro14]

I see a lot of Teslas here in Florida. Why not? Charge with solar. Don’t pay for gas.

Sounds great!

 

[Hirev]

Wonder if Q2 2025 was down compared to 2024 due to the reaction to the Tesla supreme leader's activities?

Who knows. At this point it is obvious Tesla is dominating the ev market in my travels.

 

[JavierH19]

Don't forget that leases get counted as sales and they have some cheap leases and 1% interest rates.

I remember reading an article that said most tesla "sales" were leases something like 60% and were projected to go to 70% this year because of the aggressive lease prices.

Price that in when evaluating the financial metrics which will affect your determination regarding a possible investment decision. Personally I wouldn't take that seriously. Too much in the form of accounting tricks and sneaky methods fudging the numbers.

 

[AZjeff]

Who knows. At this point it is obvious Tesla is dominating the ev market in my travels.

There are 3 - 2 Tesla households in my neighborhood now and can't even name another EV so yes dominating.

 

[E365]

Wonder if Q2 2025 was down compared to 2024 due to the reaction to the Tesla supreme leader's activities? Can't read the article behind paywall.

This is correct. Global deliveries:
Q2 2024: 443,956
Q2 2025: 384,122
Q2 2026: 480,126

Still goes to show how small Tesla still is. Year-To-Date, Tesla’s entire global sales numbers are still less than just what Chevrolet sells in just the USA.

Tesla’s own forecast had them close to 1.5M deliveries per quarter on average in 2026.

 

[Brons2]

Don't forget that leases get counted as sales and they have some cheap leases and 1% interest rates.

I remember reading an article that said most tesla "sales" were leases something like 60% and were projected to go to 70% this year because of the aggressive lease prices.

Price that in when evaluating the financial metrics which will affect your determination regarding a possible investment decision. Personally I wouldn't take that seriously. Too much in the form of accounting tricks and sneaky methods fudging the numbers.

A sale is a sale. I'd be happy to buy an EV outright, the manufacturers are the ones that are making it greatly cheaper to lease them.

 

[Rand]

EVs are all I care to own and at this point it better be a Tesla.

Have you looked at Subaru's uncharted or trailseeker?
Seem interesting.
I'd like an EV owners POV on them.

You could get the sport uncharted for 36500 last week.
335hp AWD 285 mile range (from memory)
inbetween size of crosstrek and forester but less rear room from the coupe look.

Trailseeker is almost a direct ev replacement of the outback.
If the trailseeker had been on similar discount it would have been tempting

as you cant tow with the uncharted which I need 1 vehicle that can do a 1500lb cargo trailer. 120miles round trip towing.

 

[Brons2]

Wonder if Q2 2025 was down compared to 2024 due to the reaction to the Tesla supreme leader's activities? Can't read the article behind paywall.

Probably, but people's memories are short.

Besides, Musk is not the only one in the automotive industry who's cozied up to the current administration. You would not be doing your job as a CEO if you were alienating leadership. Winds change and companies need to adapt.

 

[PandaBear]

Not just EV, pretty much all used econoboxes prices are going through the roof.

I have seen something like a 100k mile Fit trying to sell for $12k recently. Also something like $16k Civic with 60k miles or new MSRP price for a 30k mile Civic / Corolla lately. The extreme one I have seen is like $6k for a near 200k mile Fit / Civic that's 20 year old, or $4500 for one that has a CEL that the seller can't figure out.

At those prices might as well pay a bit more for a Tesla if you can charge at work or at home.

 

[JeffKeryk]

Tesla sales can and will by cyclical. Like most products. I think they need some new products, like the Model 2.

Tip: A used Model 3 is the bargain of the century if you wanna save some scratch...
Of course there's the halo product Roadster II, due any day now, right? That's what Elon sez, right? And he wouldn't fib or whatever, right?
The Model YL has been seen running around the Fremont test track... That fills a big hole in the EV world; a real 3 row family SUV.

 

[97prizm]

Not quite dead yet I guess.
Article in today's WSJ.
Here a link, although possibly paywalled:

https://www.wsj.com/business/autos/tesla-sales-jumped-in-second-quarter-c9e2f067

I have little doubt that elevated fuel prices played a role in this, but this may still have a lasting effect if as some here claim once you go EV you never go back.

Where are they finding all of these "new" buyers. Unless alot of current owners traded in. I'm sure gas prices had a bit to do with it. Rivian had a 14.4% yoy increase in sales. They are now ramping up as they expecting 65-70,000 deliveries in 2026.

 

[fdcg27]

Where are they finding all of these "new" buyers. Unless alot of current owners traded in. I'm sure gas prices had a bit to do with it. Rivian had a 14.4% yoy increase in sales. They are now ramping up as they expecting 65-70,000 deliveries in 2026.

Where does any maker find buyers?
People evaluate a purchase based upon their needs and wants.
Same with Tesla as for any other brand.

 

[97prizm]

Tesla sales can and will by cyclical. Like most products. I think they need some new products, like the Model 2.

Tip: A used Model 3 is the bargain of the century if you wanna save some scratch...
Of course there's the halo product Roadster II, due any day now, right? That's what Elon sez, right? And he wouldn't fib or whatever, right?
The Model YL has been seen running around the Fremont test track... That fills a big hole in the EV world; a real 3 row family SUV.
View attachment 345958

I still highly doubt the NHTSA will allow "rocket thrusters " to be certified on a vehicle. An American auto journalist went to China not too long ago and checked out the three-row model Y. He questioned whether it will sell well in the USA. Big suvs sell well here. Cadillac escalades, Lexus LX 570, BMW X7 etc. The biggest complaint I saw was the slow motorized arm rests in the center seating, and the rear not being particularly roomy.

 

[dogememe]

Where are they finding all of these "new" buyers. Unless alot of current owners traded in. I'm sure gas prices had a bit to do with it. Rivian had a 14.4% yoy increase in sales. They are now ramping up as they expecting 65-70,000 deliveries in 2026.

Customer loyalty. The ownership experience Tesla delivers is awesome. Hassle-free haggle-free purchase, a mobile app that works great with no subscription fees, FSD if you want it, phone as a key, great charging and routing for road trips, dog mode, etc.

Rivian is also very high in customer satisfaction and loyalty despite below average reliability, although this is improving. When the cheaper R2 variants come out with the next gen autonomy hardware Tesla is going to have real competition.

Tesla sales can and will by cyclical. Like most products. I think they need some new products, like the Model 2.

Tip: A used Model 3 is the bargain of the century if you wanna save some scratch...
Of course there's the halo product Roadster II, due any day now, right? That's what Elon sez, right? And he wouldn't fib or whatever, right?
The Model YL has been seen running around the Fremont test track... That fills a big hole in the EV world; a real 3 row family SUV.

Agreed the YL is important but IMO I'd be more excited about:

• Model 2 - Could be as simple as a Cybercab with the charge port in a better spot and steering wheel and pedals.
• Model X - Aka a CyberSUV. Make a full size three row SUV in a boxy shape with a more conventional looking body. Use all the tech from the Cybertruck but make it look kinda like an R1S or Suburban.

With these, Tesla would really have the best option across pretty much the entire vehicle lineup. GM was worked hard here, they have everything from Bolt to Escalade IQ, but the sales numbers show Tesla is still winning. I think it goes back to well equipped base models and a great ownership experience.

I don't care about the Roadster at all TBH but they should just finish it. It doesn't need the stupid rocket stuff. Just be fast and awesome and make the people happy that put deposits on it. If they don't want it, give them a refund, if they do want it, sell it to them.

 

[JeffKeryk]

Where are they finding all of these "new" buyers. Unless alot of current owners traded in. I'm sure gas prices had a bit to do with it. Rivian had a 14.4% yoy increase in sales. They are now ramping up as they expecting 65-70,000 deliveries in 2026.

Europe for one. After about 2 years, demand is back and Tesla Berlin is ramping production in support of demand. Battery production in Germany as well.

China sales are increasing; of course they compete against the mighty BYD.

 

[97prizm]

Customer loyalty. The ownership experience Tesla delivers is awesome. Hassle-free haggle-free purchase, a mobile app that works great with no subscription fees, FSD if you want it, phone as a key, great charging and routing for road trips, dog mode, etc.

Rivian is also very high in customer satisfaction and loyalty despite below average reliability, although this is improving. When the cheaper R2 variants come out with the next gen autonomy hardware Tesla is going to have real competition.



Agreed the YL is important but IMO I'd be more excited about:

• Model 2 - Could be as simple as a Cybercab with the charge port in a better spot and steering wheel and pedals.
• Model X - Aka a CyberSUV. Make a full size three row SUV in a boxy shape with a more conventional looking body. Use all the tech from the Cybertruck but make it look kinda like an R1S or Suburban.

With these, Tesla would really have the best option across pretty much the entire vehicle lineup. GM was worked hard here, they have everything from Bolt to Escalade IQ, but the sales numbers show Tesla is still winning. I think it goes back to well equipped base models and a great ownership experience.

I don't care about the Roadster at all TBH but they should just finish it. It doesn't need the stupid rocket stuff. Just be fast and awesome and make the people happy that put deposits on it. If they don't want it, give them a refund, if they do want it, sell it to them.

Cadillac is going back to the standard of the world with their new head. The Celestique is low end Bentley money but they went all out and poured over the fine details. I've read it's sold out.