Tesla reports record deliveries!

[Gigahorse]

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.

Yea worrisome that the S/X/CT didn't even hit 12k
12k would be low for JUST the CT, more less combined with the other models, hopefully Tesla can turn that around.

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[SCTesla]

So why does TSLA drop 5% the day this data is published? I’ve been doing this a long time so it never really surprises me any more that it doesn’t react as expected but wtf?
I mean the tax credit loss has been baked in for a while. Everyone knew about it.
Just do not get it.
Meh…as per usual, buying opportunity

There were a lot of calls. Also, some thought Tesla would blow out the numbers with the tax credit ending. They were around 4-6% above predictions...also the market makes little sense. The stock jumped after the terrible Q2 numbers. Tesla stock isn't really tied to car sales.

 

[YDR37]

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.

Yea worrisome that the S/X/CT didn't even hit 12k
12k would be low for JUST the CT, more less combined with the other models, hopefully Tesla can turn that around.

For the first two quarters of 2025, Tesla reported deliveries of "other models" (S+X+CT) as follows:

1Q 2025: 12,881 units
2Q 2025: 10,394 units
Average quarterly delivery rate for 1H 2025: 11,638 units

In 3Q 2025, the delivery number spiked up to 15,933, as Americans rushed to buy CTs before the tax credit expired. But the number will fall back down in 4Q 2025, most likely to 1Q/2Q levels.

And the 1Q/2Q delivery levels averaged about 11,638 units per quarter, as noted above. For comparison, Tesla produced 11,624 units in 3Q 2025 -- which is a very similar number.

So yes, the 3Q 2025 production rate for "other models" was low. But that low production rate appears to be appropriate, relative to the likely 4Q demand.

 

[Ziggy Stardust]

Just as a reference my Ford Mavrick which was introduced I think one model year before the Cybertruck production had the following sales.

"Ford Maverick sales for Q3 2025 reached 34,848 units, a 9.3% increase compared to the previous year, marking a third-quarter sales record for the model""

I know it is not near apples to apples but it does show that other vehicles and hybrids are doing good. My Maverick hybrid (2024 model) is the best vehicle we have had that I can remember and was around 32K out the door with a full 5 year maintenance plan included, so we have $0 oil changes, $0 air filters, and $0 windshield wipers for 5 years to go along with the normal warranty. Yes the CT can tow more, is bigger, and has other features my truck does not like FSD that alot of you seem to love. The point is you do not need to spend $80-120K to have a decent, nice, up to day vehicle (minus FSD of course).

The point is, Telsa, just give me and others a choice that is under 40-45K for the basic model and maybe you will sell more to the general buyers. Most people just want a nice, dependable, and decent vehicle that does not cost a arm and a leg. Make the upper trims 50-55K if you want but just give us a low to mid cost choice and then your factory's will be running at 70-80%. The Giga factory down the road from us gives employees days off, moves them to the other model line, or extra training days as the CT line is so underused from what was built.

So to wrap up the CT is a really great vehicle and such, so many nice features but it will never sell like was predicted or even get close to it. That is just fact and I know some will have a hard time accepting it. So love you CT, be safe and careful, and please keep sentry mode on when parked.

 

[YDR37]

The point is, Telsa, just give me and others a choice that is under 40-45K for the basic model and maybe you will sell more to the general buyers. Most people just want a nice, dependable, and decent vehicle that does not cost a arm and a leg.

At one time, Tesla’s “Master Plan” was to develop expensive electric vehicles for the luxury market, and to then use the profits to develop inexpensive electric vehicles for the mass market. And for a while, that plan worked very well.

Tesla developed an expensive sedan (Model S), which currently starts at $95K.
They followed up with a smaller inexpensive sedan (Model 3), which currently starts at $42.5K.
And the Model 3 was a big hit.

Tesla developed an expensive SUV (Model X), which currently starts at $100K.
They followed up with a smaller inexpensive SUV (Model Y), which currently starts at $45K.
And the Model Y was a big hit.

Tesla developed an expensive pickup (Cybertruck), which currently starts at $80K.
They followed up with ... nothing.

Someone is eventually going to bring a small inexpensive electric pickup to the US market. But most likely it will be Slate, Ford, or Kia.

 

[Sjohnson20]

They may make a smaller and cheaper truck but I'm assuming they want to wait a bit. The Cybertruck just came out last year. The S and X were out for a while before they released the cheap ones.

 

[HaulingAss]

So to wrap up the CT is a really great vehicle and such, so many nice features but it will never sell like was predicted or even get close to it. That is just fact and I know some will have a hard time accepting it. So love you CT, be safe and careful, and please keep sentry mode on when parked.

How many miles have you driven a Cybertruck? Asking for a friend.

 

[Ziggy Stardust]

0 miles Hauling Ass and from what I read here and other places that are not trash sites say the CT is a great vehicle and has many good features. I totally agree with that from what I am able to read. It is by no means a bad EV just to dang expensive for most average buyers which was one of my points. Yes there still is a market for the Cybertruck to some extent but once they jacked up the price from the original revel and not by just 5K or 10K that immediately made it a niche vehicle and not the mass market like it was sold as.

I am not bashing the CT at all and I truly say and mean enjoy it and such. The post was to say that others Hybrids and such are still selling good and are available if buyers just look. They may not have the CT features or even model X or 3 but also at least have decent setups.

So enjoy and I am glad you all love it. Be safe, careful, and keep sentry mode on when parked for sure.

Would I take a CT for a drive Hauling Ass, I guess so but there is no way I would pay 80K for it. Just not in my future and has many features I would not even use. I am sure I would really like the sound system, leg room, etc but it is just to big for me and the misses. That does not mean it is not a GREAT vehicle, it really is....... I have never done a post here or anymore bashing any feature. I truly fine the CT interesting to look at and such.

FYI I am in Liberty Hill, TX if you wanted to know. So the Giga factory is about 50 miles away

 

[YDR37]

They may make a smaller and cheaper truck but I'm assuming they want to wait a bit. The Cybertruck just came out last year. The S and X were out for a while before they released the cheap ones.

Well, that's true. It was roughly 5 years between the S and the 3, and the same between the X and the Y. The first Cybertruck deliveries were technically in November 2023, so that's almost two years ago. If Tesla is operating on a 5-year plan again, then the inexpensive pickup wouldn't be due until around late 2028.

But two things to consider:

First, Tesla signaled the deliveries of the 3 and Y well in advance. Everyone knew that those inexpensive models were coming, long before you could actually buy one. As far as I know, Tesla has not issued any clear signals about a forthcoming inexpensive pickup.

Second, if Tesla does wait until late 2028 to release an inexpensive electric pickup, they will probably not have first-mover advantage like they did with the 3 and Y. Slate is targeting late 2026, Ford and Kia are targeting 2027. Even if those dates slip, there could be multiple inexpensive electric pickups on the market before late 2028.

 

[TS_Buffalo]

I love it and love the look. But for Telsa future probably needs to be made more normal looking to compete. And needs more range for towing.

The Ford Lightning is about as normal and boring of a look as you can get and their sales are also not great. So maybe the real lesson is less about looks and more about actual demand for electric trucks in general.

 

[HaulingAss]

0 miles Hauling Ass and from what I read here and other places that are not trash sites say the CT is a great vehicle and has many good features. I totally agree with that from what I am able to read.

Thank you for your honesty!

I don't think you can opine on how well it will sell in the future if you haven't experienced it first hand. The primary reason it doesn't sell better (for the price point it's at) is because less than 1% of all new truck buyers have experienced it. They simply have no idea what it actually is.

I'm not saying it's for everyone, certainly some people are born followers and would never risk owning a Cybertruck (some people just couldn't handle driving something so non-conforming) but there is certainly a much wider swath of new truck buyers who would own one if they were more familiar with the capabilities and good qualities it has.

I expect it to be selling well by 2027, especially if the economy recovers, taxes are lowered, and interest rates are lower.

 

[Legend_]

Tesla doesn't report exact numbers for Cybertruck sales, they "bundle" the CT numbers with the Model S and Model X. So we have to rely on estimates from other parties. Cox Automotive is the most common source.

For the 2024 calendar year, Cox had the CT as the top-selling EV pickup, ahead of the Lightning by 38,965 to 33,510.

But for the first half of 2025, Cox had the Lightning ahead, by 13,029 to 10,712. Ford has already reported 3Q 2025 Lightning sales, at 10,005. We should get an estimate for Cybertruck sales from Cox in a few weeks.

But we already know that Tesla's sales of "other models" spiked by 53% in 3Q 2025, relative to 2Q 2025. And the Cox estimate for CT sales in 2Q 2025 was 4,306. So let's bump that up by 53%, and we can estimate 3Q 2025 CT sales of somewhere around 6,000 to 7,000.

So it seems like the Lightning is probably going to remain ahead. In fact, Ford is already claiming victory:

As to expected with the end of the tax credit.

 

[Sjohnson20]

Well, that's true. It was roughly 5 years between the S and the 3, and the same between the X and the Y. The first Cybertruck deliveries were technically in November 2023, so that's almost two years ago. If Tesla is operating on a 5-year plan again, then the inexpensive pickup wouldn't be due until around late 2028.

But two things to consider:

First, Tesla signaled the deliveries of the 3 and Y well in advance. Everyone knew that those inexpensive models were coming, long before you could actually buy one. As far as I know, Tesla has not issued any clear signals about a forthcoming inexpensive pickup.

Second, if Tesla does wait until late 2028 to release an inexpensive electric pickup, they will probably not have first-mover advantage like they did with the 3 and Y. Slate is targeting late 2026, Ford and Kia are targeting 2027. Even if those dates slip, there could be multiple inexpensive electric pickups on the market before late 2028.

Pretty sure Tesla will have some new vehicle either up for pre-order or out by 2028. Might not be a truck. Maybe it will just be the Cybercab. They are going to stop refreshing the S and X over and over at some point. They will need something new. I don't think who is first will matter. People want Teslas they just want cheap Teslas. Not 80k-100k Teslas.

 

[Sjohnson20]

The Ford Lightning is about as normal and boring of a look as you can get and their sales are also not great. So maybe the real lesson is less about looks and more about actual demand for electric trucks in general.

Yeah the Lightning sold 10k units and the gas F150 did 170k units in Q3. The full sized EV truck market is the issue. Usually someone says it's the look of the Cybertruck is the problem. Meanwhile the Cybertruck is usually in the top 3 sales for EV trucks. It may end up 2nd place in Q3.

 

[YDR37]

we already know that Tesla's sales of "other models" spiked by 53% in 3Q 2025, relative to 2Q 2025. And the Cox estimate for CT sales in 2Q 2025 was 4,306. So let's bump that up by 53%, and we can estimate 3Q 2025 CT sales of somewhere around 6,000 to 7,000.

if Ford did 10k Lightnings then I would think the Cybertruck did around 7-8k.

Yeah I think my simplistic initial 6,000-7,000 guess was too low. We know that Tesla sales surged in 3Q 2025, because Americans rushed to buy before expiration of the tax credit. But for the "other models" specifically (S+X+CT), only the AWD CT was eligible for the credit.

So there was no reason to rush to buy an S or X or Cyberbeast in 3Q -- the prices of those models weren't affected by the loss of the tax credit, since they didn't have it anyway. So the sales surge for "other models" must have been driven by the AWD CT specifically.

So I'm going to revise my guess upward, to around 8,000 to 9,000 CT sales in the US in 3Q 2025. We should get a better estimate from Cox in a week or two.

I bet it's less than 10,000, because Ford sold 10,005 F-150 Lightnings, and they are claiming that the Lightning is "America’s best-selling electric pickup." Ford presumably has a basis for that claim: they probably pay for early access to quarterly market data, and know the CT number already.

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