Tesla reports record deliveries!

[TeslaKen]

Coming across the wire this morning:!

Link to press release

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[SCTesla]

The "other models" which include the CT are still really low. I thought there would be some spike for the CT with the tax credit ending, but most of that rush was on the Model Y it appears.

Edit: The craziest thing is in the quarter they only produced 11,624 S/X/CT combined. That's less than 1,000 a week for 3 different models. I would bet the CT makes up 60-75% of that number, but still low. That means the lines are all operating at less than 50% capacity.

 

[Mini2nut]

$455 a share this morning!

 

[devdrone6]

Next quarter will be all doom and gloom because it won't beat this 3rd quarter. Still, I await the doubling of the stock price

 

[TeslaKen]

The "other models" which include the CT are still really low. I thought there would be some spike for the CT with the tax credit ending, but most of that rush was on the Model Y it appears.

Edit: The craziest thing is in the quarter they only produced 11,624 S/X/CT combined. That's less than 1,000 a week for 3 different models. I would bet the CT makes up 60-75% of that number, but still low. That means the lines are all operating at less than 50% capacity.

In my direct observation of the last 4 days of deliveries that the roughly 50 cars a day being delivered were mostly Y's some 3's and then Cybertruck, Model S and lastly Model X. Other areas of the country may vary but that is what I saw in the Midwest. I must say I really liked the new wheels on the Model X Plaid. I will also say that most buyers had done their research ahead of time with respect to operating their new Tesla, the need for new owner orientations was reduced as compared to past years.

 

[gooshjkc]

We don’t know the exact number, but I would say it’s not a total loss for the CT. Among EV trucks it’s still doing well or beating others. And if I’m not mistaken, CT sold the most EV trucks and it’s only been out for almost two years.

 

[speedstuff]

We don’t know the exact number, but I would say it’s not a total loss for the CT. Among EV trucks it’s still doing well or beating others. And if I’m not mistaken, CT sold the most EV trucks and it’s only been out for almost two years.

Agreed - as far as I understand its still more EV trucks than any other with only the lightning being a close competitor? Whats the highest VIN # anyone has heard of currently? And even if it was the worst selling the CT is so amazing on so many levels I would still own the 2 that I own!

 

[SCTesla]

We don’t know the exact number, but I would say it’s not a total loss for the CT. Among EV trucks it’s still doing well or beating others. And if I’m not mistaken, CT sold the most EV trucks and it’s only been out for almost two years.

I believe the CT is number 2 behind the F150L for 2025. The F150L has beat the CT (estimated) each of the first 3 quarters, but not by a lot. Ford reported they sold over 10,000 F150L in Q3.

People just really don't want EV trucks. None are selling well and most are losing money.

 

[LaVee_35]

Agreed - as far as I understand its still more EV trucks than any other with only the lightning being a close competitor? Whats the highest VIN # anyone has heard of currently? And even if it was the worst selling the CT is so amazing on so many levels I would still own the 2 that I own!

Our VIN is 81xxx. Picked it up 2 weeks ago, so I’m thinking one of the newer ones in existence?

 

[SCTesla]

Our VIN is 81xxx. Picked it up 2 weeks ago, so I’m thinking one of the newer ones in existence?

It seems the current VINS are in the 80k range, yes.

 

[cybertruck612]

Our VIN is 81xxx. Picked it up 2 weeks ago, so I’m thinking one of the newer ones in existence?

Nice, any issues with delivery? I went to pick up a 78xxx VIN early august and it had some cosmetic blems, along with a damaged panel (likely from transport).

 

[YDR37]

The "other models" which include the CT are still really low. I thought there would be some spike for the CT with the tax credit ending, but most of that rush was on the Model Y it appears.

Let’s check the quarter-over-quarter (QoQ) and year-over-year (YoY) comparisons for the "other models" (which are S+X+CT).

QoQ: Tesla reported deliveries of 10,394 “other models” for 2Q 2025. Now Tesla has reported deliveries of 15,933 “other models” for 3Q 2025. So the 3Q 2025 numbers are up by 53% from the previous quarter. I think it's fair to call that a “spike”.

YoY: On October 3, 2024, Tesla reported deliveries of 22,915 “other models” for 3Q 2024. So the 3Q 2025 numbers are down by 30% from the previous year.

So by 2025 standards, the new 15,933 number looks great -- 3Q 2025 should easily be the best quarter of the 2025 calendar year. But compared to previous years, that number is less impressive. In 2024, for example, the quarterly delivery numbers ranged from 17,027 to 23,640. By 2024 standards, the new 15,933 number would suck.

 

[SCTesla]

Let’s check the quarter-over-quarter (QoQ) and year-over-year (YoY) comparisons for the "other models" (which are S+X+CT).

QoQ: Tesla reported deliveries of 10,394 “other models” for 2Q 2025. Now Tesla has reported deliveries of 15,933 “other models” for 3Q 2025. So the 3Q 2025 numbers are up by 53% from 2Q 2025. I think it's fair to call that a “spike”.

YoY: On October 3, 2024, Tesla reported deliveries of 22,915 “other models” for 3Q 2024. So the 3Q 2025 numbers are down by 30% from 3Q 2024.

So by 2025 standards, the new 15,933 number looks great -- 3Q 2025 should easily be the best quarter of the 2025 calendar year. But compared to previous years, that number is less impressive. In 2024, for example, the quarterly delivery numbers ranged from 17,027 to 23,640. By 2024 standards, the new 15,933 number would suck.

It's a spike, but it also highlights that there isn't much demand for any of those models.

 

[cybertruck612]

It's a spike, but it also highlights that there isn't much demand for any of those models.

So as someone waiting to order - what are the odds new incentives for the cybertruck get introduced as Q4 progresses?

Just wondering if the 2.49%/60 months currently offered is the best we'll get, or if we'll see the return of 0% or even free supercharging offers.

 

[HaulingAss]

So as someone waiting to order - what are the odds new incentives for the cybertruck get introduced as Q4 progresses?

Just wondering if the 2.49%/60 months currently offered is the best we'll get, or if we'll see the return of 0% or even free supercharging offers.

It's always impossible to predict, as even Tesla doesn't decide what pricing changes they make until right before they actually make them.

I expect the price of Cybertrucks to be relatively stable over the next year. Sure, there might be incentives or discounts, or they might raise or lower the price by $3-$5K, but I wouldn't expect much more than that, in either direction.

Congrats Tesla! What do you know, they just had their highest selling quarter in their history!

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