tech
January 2, 2026
Tesla’s fourth quarter sales fell a lot more than expected
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TL;DR
- Tesla's Q4 2025 deliveries decreased by 15.6% year-over-year to 418,227 vehicles.
- BYD surpassed Tesla as the world's best-selling EV maker in 2025, selling 2.26 million vehicles.
- Full-year 2025 sales for Tesla declined by 8.5% to 1,636,129 vehicles, marking the second consecutive annual drop.
- Sales of the "other" vehicle category, including Model S, Model X, and Cybertruck, fell by 50.7% in Q4 2025.
- Factors contributing to the sales decline include increased competition, expiring federal EV tax credits, and Elon Musk's divisive public image.
- Elon Musk anticipates "a few rough quarters" but believes Tesla will rebound with AI advancements like robotaxis and humanoid robots.
- Tesla shareholders approved a substantial pay package for Musk contingent on meeting ambitious milestones, including robot and robotaxi production.
- Recent price reductions on the Model 3 and Model Y have not yet reversed the company's sales downturn.
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