Cox 2Q 2025 Sales Report: Cybertruck is #15 EV

[YDR37]

Sure, from preregistrations standards it failed… but it has more quarterly sales than the X and S combined.

The Cybertruck has been outselling the S/X in the US/Canada. However, the S/X have been outselling the CT in Europe and Asia, where the CT is not available. On a global basis, the S/X have still been ahead.

This could change, though, due to the tariff situation. The S/X, like the Cybertruck, are made only at factories in the US (Fremont for the S/X, Austin for the CT). European and Asian countries are now slapping big tariffs on goods that imported from the US, including the S/X. This is killing S/X sales overseas. So S/X sales are increasingly limited to the US/Canada, where the CT has the advantage.

And the CT should totally outsell the S/X in 3Q 2025, because US customers will rush to get base $79,990 AWD CTs before the tax credit evaporates on September 30. There won't be a similar rush for the S/X, because they don't qualify for the tax credit anyway.

It reached profitability in under a year

Tesla did report that Cybertrucks were being produced profitably in 3Q 2025, less than a year after it was introduced. But that was when the only available options were the Foundation Series, starting at $99,990 (AWD) or $119,990 (CB).

Now most CT sales are the base $79,990 AWD version that qualifies for the tax credit. It's likely that the profit on current CT sales is significantly lower.

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[nubbin77]

A little disappointed that Rivian is not doing better. I don't want one, I love my CT... But it would be great to see another player who's DNA is electric. I think the biggest thing holding them back is lack of service centers. Tough to buy a vehicle if the closest service center is 3-500 miles away. For me closest is in NY.... hell no I am not going all the way up there for service. They would have to have one in Philadelphia (region) before I could ever consider them.

 

[YDR37]

A little disappointed that Rivian is not doing better.

Rivian's current lineup consists of the R1S SUV, the R1T pickup, and the EDV delivery van. All of them are expensive (over $70,000), with no eligibility for the $7,500 federal tax credit.

Rivian sold a total of 10,661 vehicles in 2Q 2025. That's actually not bad for high-priced EVs. For comparison, Tesla's expensive vehicle lineup (Model S, Model X, Cybertruck) sold 10,394 vehicles in 2Q 2025, and that includes S/X sales in Europe and Asia, where Rivian doesn't compete.

The difference, though, is that for Tesla, expensive vehicles are a small sideline -- over 97% of their 2Q 2025 sales were the smaller, lower-priced Model Y and Model 3. Rivian will live or die depending on the fate of the smaller, less expensive R2 SUV, which is supposed to become available in 2026.

The R2 will compete with the Tesla Model Y. The R2 is a more traditional SUV than the MY; it's boxier, has more cargo space, and is more offroad-capable. The same points are true for the larger R1S SUV vs. the Tesla Model X, and the R1S is now outselling the MX. So it seems like the R2 has a chance, if the pricing is right.

 

[YDR37]

I think the biggest thing holding them back is lack of service centers. Tough to buy a vehicle if the closest service center is 3-500 miles away. For me closest is in NY.... hell no I am not going all the way up there for service. They would have to have one in Philadelphia (region) before I could ever consider them.

According to Rivian, they have a service center in Malvern PA, which appears to be about 20 miles west of Philadelphia. There's also one in Hamilton NJ, which appears to be about 30 miles northeast of Philadelphia, near Trenton. They may also have mobile service techs that work out of those locations.

 

[nubbin77]

Interesting, this winter

According to Rivian, they have a service center in Malvern PA, which appears to be about 20 miles west of Philadelphia. There's also one in Hamilton NJ, which appears to be about 30 miles northeast of Philadelphia, near Trenton. They may also have mobile service techs that work out of those locations.

That's interesting. I was speaking with a guy in my town this winter who had a Rivian and that was his biggest complaint, having to go to Brooklynn for service. Looking it up now when those 2 locations you mentioned opened, and apparently they just opened up this Spring. That's cool, good to see them growing. Neither is convenient, but at least not a killer like NY.

My wife is in the market for a new car, but does not want a model Y... maybe this is an option for her.

 

[MIGUEL GONZALEZ DEL REY]

Who the heck is buying Nissan Ariyas and why?

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