Cybertruck Q1 2025 Deliveries (Lowest to Date) [⚠️ ADMIN WARNING: NO POLITICS]

[REM]

FSD is not AGI. Elon said it's like a mini AGI, but it's not. FSD training is still categorized as narrow AI and isn't reasoning, making decisions, or changes on its own. That's the goal and Ashok has said he thinks it's possible, but 100% not close at this point.

It's evident that you aren't aware of what engineering is doing right now with Grok lol.

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[YDR37]

Also, in other news:

https://insideevs.com/news/755425/rivian-q1-deliveries-2025/

I guess these excuses are not available for Tesla only Rivian.

Rivian and Tesla both had low deliveries in 1Q 2025. The difference is that Rivian publicly spelled out the bad news to investors several weeks ago, while Tesla kept the bad news secret for as long as possible.

Rivian put it like this in an earnings call back on February 20, 2025:

...we expect to deliver fewer consumer vehicles in the first quarter as compared to the prior quarter. These lower anticipated volumes are due to seasonality coupled with a challenging demand environment, partially driven by the impact of the fires in Los Angeles, which has historically been one of our largest markets.

Due to these dynamics, we anticipate deliveries to be approximately 8,000 vehicles in Q1. We also expect production levels to be approximately 14,000 vehicles in Q1 as we focus on building inventory to help mitigate the impacts of our planned shutdown in the second half of the year, as well as enable higher commercial deliveries in the second quarter.

And today, Rivian reported 8,640 deliveries, along with a production level of 14,611. So no surprises. Rivian has a reputation for candor and credibility; Tesla does not.

 

[dalton108]

It's evident that you aren't aware of what engineering is doing right now with Grok lol.

Is what they’re doing right now with Grok available to the public here or in China? I think the answer is no so what’s the point?

Is your argument at what they have not yet released to the public here or in China, but will at some point in the future release is currently more advanced than what is available from other manufacturers now in China or that it will-have-done-been? Retro-prospectively?!?

Is your argument entirely based on time travel?

 

[dalton108]

Rivian and Tesla both had low deliveries in 1Q 2025. The difference is that Rivian publicly spelled out the bad news to investors several weeks ago, while Tesla kept the bad news secret for as long as possible.

Rivian put it like this in an earnings call back on February 20, 2025:
And today, Rivian reported 8,640 deliveries, along with a production level of 14,611. So no surprises. Investors like it when companies are candid and there are no surprises.

Understood! But two points:

(1) I don’t think Tesla not telling us the obvious is the same thing as keeping it secret. I think we all knew.

(2) My primary point here was that whatever impact the LA fires had on Rivian, certainly, they had on Tesla as well.

 

[Gigahorse]

I love my Cybertruck but wish that it could use Google Home . I will never to back to gasoline powered engine car. I also wish that Tesla would produce a smaller Cyberrtruck

Hopefully it has Grok in it before long, seems crazy that we can only use a few voice commands in a vehicle that is that "smart"

 

[CyberTruckeeTheOne]

It looks like Cybertruck deliverers for Q1 are under 12,000 with the X and S in there likely way under 12,000.


Q1 2024~2,715
Q2 2024~11,558
Q3 2024~16,692
Q4 2024~11,724

Q1 2025 likely less than 10,000
Which means that despite production ramp Q1 was the worst quarter for the CT since production really got going.
Personally I thought that the 1.99% financing would move that number of CTs closer to 12,000+ last quarter.

Here is to hoping that Tesla has some levers to pull on pricing and incentives to get more of these trucks made and sold.
Fewer of them on the road means more expensive repairs, modifications, and more time explaining to people in a parking lot what they are.

Here is to hoping that Q2 brings more CT out of the birthing tunnel and into garages.



View attachment 90417

It's being given away practically free in Australia.

And still no takers.

Aussies are bitter with our aluminum tariff.

I know, I was just there recently.

 

[scottf200]

Hopefully it has Grok in it before long, seems crazy that we can only use a few voice commands in a vehicle that is that "smart"

A "few" ... have you seen this list?

 

[Gigahorse]

A "few" ... have you seen this list?

I mean 170 voice commands compared to accessing every source of information on the internet from all of time the list of Tesla commands is pretty small, and very sensitive to wording. Being able to use an AI assistant in the truck would be a huge jump forward.

 

[voxel]

Rivian and Tesla both had low deliveries in 1Q 2025. The difference is that Rivian publicly spelled out the bad news to investors several weeks ago, while Tesla kept the bad news secret for as long as possible.

Rivian put it like this in an earnings call back on February 20, 2025:
And today, Rivian reported 8,640 deliveries, along with a production level of 14,611. So no surprises. Rivian has a reputation for candor and credibility; Tesla does not.

Rivian’s awful quarter is no surprise. I’ve been wanting a Gen2 R1S but chose the CT because I refuse to pay $98K+ for a new R1S with 400V architecture and a smaller battery than the Gen1 Quad I had.

Rivian stopped discounting late last fall and Q1 incentives were a joke. They are attempting to preserve prices to keep resale high but at the expense of volume. Expect Rivian and Tesla to throw out big incentives in the second half of Q2 to move metal. Lots are filling up.

 

[scottf200]

new R1S with 400V architecture and a smaller battery than the Gen1 Quad I had.

R1S is the SUV of course so a pretty different type of vehicle.

AFAIK the CT is the only Tesla with 800v but it is still quite slow charging and has a smaller battery than competitor trucks (useful for V2H, towing, etc).

Telsa has redone the TM3 and TMY ("Gen2") but left many things the same (400v and modest battery).

 

[SCTesla]

It's evident that you aren't aware of what engineering is doing right now with Grok lol.

Grok is not AGI, either. It's a LLM and an overhyped one at that.

FSD is impressive, but not AGI nor is it close.

 

[BlueLightning]

2,000,000 pre orders, 250,000 per year, five year backlog, we all remember that.

Nope, didn’t happen.

Wish more could afford one.

 

[YDR37]

LOL yeah Rivian didn’t even crack 9k. Lucid did 3k! So far Tesla doesn’t have much to worry about in North America.

In 1Q 2025, Tesla delivered 336,681 vehicles. Rivian delivered 8,640. Seems like no contest, right?

But look a little deeper. Rivian only sells expensive vehicles, at $70,000 and up. Tesla sells comparably priced vehicles (Model S, Model Y, Cybertruck), which are lumped in the "Other Models" category in the delivery reports. For 1Q 2025, Tesla only delivered 12,881 vehicles in that category.

So if you compare Rivian deliveries vs. comparably priced Tesla deliveries, it's a lot closer: 8,640 vs. 12,881.

Furthermore, all of those Rivians were sold in the US and Canada. Most of the Teslas were also sold in the US/Canada, but some of the Model S/X were sold in Europe or Asia. Take those out, and Tesla's US/Canada numbers are probably more like 10,000.

So if you compare Rivian deliveries in US/Canada vs. comparably-priced Tesla deliveries in US/Canada, it's even closer: 8,640 vs. around 10,000.

It's true that the Cybertruck outsells the Rivian R1T in the EV pickup category. However, it is also true that the Rivian R1S outsells the Model X in the full-size SUV category. In fact, the R1S also reportedly outsold th Cybertruck in February 2025.

 

[YDR37]

(1) I don’t think Tesla not telling us the obvious is the same thing as keeping it secret. I think we all knew.

Everyone knew that Tesla would have a lousy quarter. But nobody was expecting it to be this bad. The company-compiled consensus was 377,592 deliveries, so more than 12% higher than the actual number of 336,681 deliveries.

(2) My primary point here was that whatever impact the LA fires had on Rivian, certainly, they had on Tesla as well.

It's quite possible that Rivian, at this point, is more dependent on the California market than Tesla is. The love affair between Tesla and California has gone south; Tesla moved its HQ to Texas, and California sales are a shrinking percentage of Tesla's total US sales. The California New Car Dealers Association was asking "Has Tesla peaked in CA?" as early as July 2024.

Rivian, in contrast, seems happy to wave the Bear Flag. For example, they moved Rivian HQ to California from Michigan, and recently released "California Dune" limited-edition vehicles.

 

[ABILISK]

Everyone knew that Tesla would have a lousy quarter. But nobody was expecting it to be this bad. The company-compiled consensus was 377,592 deliveries, so more than 12% higher than the actual number of 336,681 deliveries.

Yeah, but those numbers are mostly the “affordable models” (3 & Y). The Y historically outsells the 3 by a pretty significant margin.

New Y didn’t start deliveries until March, pretty late probably. I’m in a big city (a very Tesla-friendly one, too) and have only seen one new Y so far.

Point is lots of people held out for the new Y instead of taking delivery of an “old” one. Even more people would have pulled the trigger, but waited for Launch Series to end (either to save money or to get the white interior which sold out a while ago at this point).

PLUS, Elon should be leaving DOGE and launching Cybercab this quarter. As long as they end the Y Launch Series soon, Q2 deliveries will skyrocket, I’d bet my right arm on that. They’re not in a slump.

Stock will return to the $400s by late June/early July. Buy up now while it’s cheap!

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