New Discounts on 2024 Cybertrucks

[FLlovesCyberTrucks]

So everyone already expects 1Q 2025 to be weak for Tesla. Realistically, there are no promotions or incentives on the Models S/X/3 or Cybertruck (which combined are only like one-third of Tesla deliveries) that couid make up for the loss of Model Y production.

Agree with above, but we don't really know the 3/Y breakdown on sales or production, do we?
S,X,CT, and Semi's were only like 5% of total production. Do you really think Model 3 is 28% of total to give you your 1/3rd??

Tesla Annual Car Production
In 2024, Tesla produced 1,773,443 vehicles.

Model 3/Y: 1.68 million units (-5% YoY)
Model X/S/Cybertruck/Semi: 94,105 units (+33% YoY)

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[YDR37]

Agree with above, but we don't really know the 3/Y breakdown on sales or production, do we?
S,X,CT, and Semi's were only like 5% of total production. Do you really think Model 3 is 28% of total to give you your 1/3rd??

Tesla Annual Car Production
In 2024, Tesla produced 1,773,443 vehicles.

Model 3/Y: 1.68 million units (-5% YoY)
Model X/S/Cybertruck/Semi: 94,105 units (+33% YoY)

Tesla won't break it down any further, but Troy Teslike, an independent analyst, will. And while Troy has his critics, he has a pretty good system for estimating production, by checking public databases to see which VINs have been issued. And the VIN tells you the model (plus other details).

So here are Troy's estimates for 2024 Tesla production::

Model Y: 1,145,570 (64.6% of total)
Model 3: 533,768 (30.1%)
Models S/X: 50,302 (2.8%)
Cybertruck: 43,803 (2.5%)

If that seems like a lot of Model Ys, remember that Tesla manufactures the Model Y at all four of its factories (Fremont, Texas, Shanghai, and Berlin). For comparison, the Model 3 is only made at two factories (Fremont and Shanghai). And the other models are only made at a single factory (Fremont for the S/X and Texas for the Cybertruck).

 

[FLlovesCyberTrucks]

Tesla won't break it down any further, but Troy Teslike, an independent analyst, will. And while Troy has his critics, he has a pretty good system for estimating production, by checking public databases to see which VINs have been issued. And the VIN tells you the model (plus other details).

So here are Troy's estimates for 2024 Tesla production::

Model Y: 1,145,570 (64.6% of total)
Model 3: 533,768 (30.1%)
Models S/X: 50,302 (2.8%)
Cybertruck: 43,803 (2.5%)

If that seems like a lot of Model Ys, remember that Tesla manufactures the Model Y at all four of its factories (Fremont, Texas, Shanghai, and Berlin). For comparison, the Model 3 is only made at two factories (Fremont and Shanghai). And the other models are only made at a single factory (Fremont for the S/X and Texas for the Cybertruck).

Thanks for the info from Troy! Yes, he has his detractors, but he's probably close with the totals! Not surprised about Model Y's at all, just surprised that Model 3's are such big sellers. Where I live, all you see are Model Y's.

Saw 3 Cybertrucks in about a 5 minute span in my neighborhood today! Usually, I'll only see about one a day tops.

It will be interesting to see what CT sales look like this year!!!

 

[Guylouis]

Anyone who thinks that a late production “foundation series” is on par with the early production FS full-priced units is in for a HELL of a surprise ?

- not the same -

you get what you pay for ;-)

 

[YDR37]

Not surprised about Model Y's at all, just surprised that Model 3's are such big sellers. Where I live, all you see are Model Y's.

These are global numbers. In Europe and Asia, there is more demand for smaller cars. So the Model 3 is significantly more popular overseas than it is in North America.

The flip side is that Americans and Canadians tend to like larger vehicles. So most S/X sales and of course all Cybertruck sales are in the North American market.

 

[WILLK]

Nowhere near the amount of customers he has lost along with those who now will actively not consider a Tesla. But that's not all . . . the joy of not knowing whether your car is going to be vandalized. Nett loss.

The joy of not knowing whether your car is going to be vandalized. Think about that when you are about to fall asleep at night. Am I on the same side that would vandalize innocent people's vehicles because they disagree with the owner of the company? Really?

 

[Macgreiner]

Not at night because it is in the garage. But yeah. Really. You are mistaken if you think this opinion is not shared. Perception whether real or not is reality and the Q1 numbers will show this.

 

[Willinak]

I hear everything you're saying, and your comments make total sense to me -and I respect your opinion.

You said twice in your post that you don't care what people think.

Still, you are worried about "negative social consequences" and "people [having] issues with the looks".

That my friend is the VERY DEFINITION of caring what other people think!

Don't be ashamed to say you want to fit in with the crowd, and you are swayed by social pressure because WE ALL ARE, just to different extents, and about different things! But above all, be honest with yourself.

The CT is new, and new is scary, especially to the common folk out there that don't understand engineering, automotive and EV technology, and don't ever want to. Mix in a bit of jealousy (many can't afford any vehicle that nice, CT, or not), and then choose the CT as a symbolic target for all things they hate politically (the President, Republicans, conservatism, E.M.) and you have a recipe for the innocent truck becoming the focus of scorn for people with generalized discontent.

Everyone [should] know that Tesla generates most of its auto revenues from Model 3's and MYs - and they are EVERYWHERE (Model Y best selling car among all cars in the world, EV or not). They should also know that 85% of Tesla is not owned by Musk, but by shareholders, most of them probably American. On the CNN message board, some guy said he wasn't buying a Tesla specifically because of his concerns about politics in America today, and giving his money to E.M. etc. So what did he then do? He bought a Chinese E.V. to send his money overseas instead of helping out an American company with American factory workers in California, New York (solar and supercharger parts) and Texas.

I guess extending that scorn to target Model Y's and 3's, or hating, vandalizing, and boycotting companies like X, Neuralink, SpaceX and xAI, while pointless, would still require too much nuanced thought, especially since EVs and products of those other companies aren't owned solely by Musk and actually help America. Haters just want to hate, not to think.

Well said on all points. It seems that the propensity to vandalize has somehow been born out of the destruction of businesses, buildings, police, etc., by derelicts and paid thugs.

 

[JerseyMike]

well....I finally bit the bullet, decent trade in on my lightning (which I will miss).....great deal though....lease so got the $7500 govt credit, $4000 leftover discount, $1000 referral credit and $500 credit for referrer, will just have to debate if I buy it out right away or lease (probably will at least lease for some time)

79,999 - $13,000(credits included) = $67,000 is not bad at all grant it with lease fees, etc...its a bit more than that but not much more and NJ sales tax is still at 3% for EVs so that isn't so bad at all

 

[koolio]

well....I finally bit the bullet, decent trade in on my lightning (which I will miss).....great deal though....lease so got the $7500 govt credit, $4000 leftover discount, $1000 referral credit and $500 credit for referrer, will just have to debate if I buy it out right away or lease (probably will at least lease for some time)

79,999 - $13,000(credits included) = $67,000 is not bad at all grant it with lease fees, etc...its a bit more than that but not much more and NJ sales tax is still at 3% for EVs so that isn't so bad at all

Congrats, I know you’ll love it. Will be curious to hear your thoughts compared to the Lightning.

 

[JerseyMike]

Congrats, I know you’ll love it. Will be curious to hear your thoughts compared to the Lightning.

Yeah, I'm pumped, the added efficiency (esp. highway) and range will be really nice along with the slightly smaller size and Tesla tech....already have a model S so now will be a 2 Tesla home (with an older escalade ESV for longer road trips)

 

[iCeMaNxLb]

well....I finally bit the bullet, decent trade in on my lightning (which I will miss).....great deal though....lease so got the $7500 govt credit, $4000 leftover discount, $1000 referral credit and $500 credit for referrer, will just have to debate if I buy it out right away or lease (probably will at least lease for some time)

79,999 - $13,000(credits included) = $67,000 is not bad at all grant it with lease fees, etc...its a bit more than that but not much more and NJ sales tax is still at 3% for EVs so that isn't so bad at all

how much did you put down? most people try to put $0 down if their credit scores allow I assume?

 

[JerseyMike]

how much did you put down? most people try to put $0 down if their credit scores allow I assume?

Have to iron that out today, I’ve never leased before and had to read up on it, I do think I may do 0 down or a small amount as I have excellent credit after reading about leases

basically if I do 7500 down the payment is 7

how much did you put down? most people try to put $0 down if their credit scores allow I assume?

still need to work that out.

I actually need to talk to the rep today because I haven't put the full application through....I did a referral to my wife so that my account would get the $500 credit and truck would get $1000 off but she is a stay at home mom so couldn't do the lease app with it under her name.....I need to switch it to mine (hopefully don't loose the $500 but if so no big deal in the grand scheme of things)

anyhow, I have never leased before so wasn't sure about amount down.....was initially putting 7500 or even 15,890 (max it would let me) but now might do $0 down as it doesn't seem to change much and either way even with $0 down it still acts as though there is $8500 down (7500 EV credit and $1000 referral/loyalty credit)


if anyone is a lease expert is it truly better for $0 down (seems like it is from what I read online as if it is totaled you may not get the downpayment back which is odd to me but is what it is)

 

[koolio]

Have to iron that out today, I’ve never leased before and had to read up on it, I do think I may do 0 down or a small amount as I have excellent credit after reading about leases

basically if I do 7500 down the payment is 7


still need to work that out.

I actually need to talk to the rep today because I haven't put the full application through....I did a referral to my wife so that my account would get the $500 credit and truck would get $1000 off but she is a stay at home mom so couldn't do the lease app with it under her name.....I need to switch it to mine (hopefully don't loose the $500 but if so no big deal in the grand scheme of things)

anyhow, I have never leased before so wasn't sure about amount down.....was initially putting 7500 or even 15,890 (max it would let me) but now might do $0 down as it doesn't seem to change much and either way even with $0 down it still acts as though there is $8500 down (7500 EV credit and $1000 referral/loyalty credit)


if anyone is a lease expert is it truly better for $0 down (seems like it is from what I read online as if it is totaled you may not get the downpayment back which is odd to me but is what it is)

That’s correct about putting $0 down on a lease. I’ve leased a lot of cars in the past.

For the CT lease, you may want to buy it out sooner than later due to the high interest rate (at least they were high last time I saw someone post the rates a few weeks ago). To calculate interest, get there money factor (aka rent charge) and multiply it by 2400.

 

[voxel]

Have to iron that out today, I’ve never leased before and had to read up on it, I do think I may do 0 down or a small amount as I have excellent credit after reading about leases

basically if I do 7500 down the payment is 7


still need to work that out.

I actually need to talk to the rep today because I haven't put the full application through....I did a referral to my wife so that my account would get the $500 credit and truck would get $1000 off but she is a stay at home mom so couldn't do the lease app with it under her name.....I need to switch it to mine (hopefully don't loose the $500 but if so no big deal in the grand scheme of things)

anyhow, I have never leased before so wasn't sure about amount down.....was initially putting 7500 or even 15,890 (max it would let me) but now might do $0 down as it doesn't seem to change much and either way even with $0 down it still acts as though there is $8500 down (7500 EV credit and $1000 referral/loyalty credit)


if anyone is a lease expert is it truly better for $0 down (seems like it is from what I read online as if it is totaled you may not get the downpayment back which is odd to me but is what it is)

Tesla won’t allow $0 down. You have to pay all the taxes and fees and first month so the lowest is basically $3000-$4000 depending on the state.

As for the $500 referral, kiss that goodbye. I used a referral code from a friend and since I was a former Tesla owner (last owned a Y in 2022) they did not count that as a referral and didn’t give my friend the $1K (what it was back in Nov/Dec) bonus. You are not a new Tesla owner so the referrer gets squat.

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