Tesla Q1 Deliveries Plunge Amid Production and Sales Headwinds

Tesla’s quarterly performance took a hit as multiple reports showed steep declines in vehicle deliveries and production. The automaker recorded a 13% drop from last year and its worst quarterly sales in years, with production challenges like Model Y disruptions compounding difficulties in a fiercely competitive global market. Analysts are watching closely as headwinds intensify.

techinasia.com / Tesla Q1 deliveries fall 13%, miss investor estimates

Factory shutdowns for Model Y upgrades contributed to the decline.

cnbc.com / Tesla reports 13% drop in first-quarter vehicle deliveries from a year ago

Tesla reported a 13% year-over-year drop in first-quarter deliveries two days after the company's stock wrapped up its worst quarter since 2022.

arstechnica.com / Tesla sales and production slumped heavily in Q1 2025

The numbers are going the wrong way for a company valued on continuing growth.

qz.com / Tesla just reported its worst quarterly sales in years as Elon Musk courts controversy

Tesla (TSLA) delivered slightly more than 336,000 electric vehicles between January and March, far below Wall Street’s already low expectationsRead more...

zerohedge.com / Kitchen Sink? Tesla Delivers 336,681 Vehicles In Q1, Missing Wall Street's Lowest Expectations

Tesla delivered 336,681 vehicles in Q1—a 13% drop YoY and well below forecasts—due to disruptions from Model Y line changes. This marks Tesla's first annual delivery decline in 2024 amid intensifying global competition and a politicized brand image.

cnbc.com / Tesla China-made EV sales fall 11.5% in March as competition rises

The U.S. carmaker is facing a headwinds in China, in particular mounting challenges from local rivals like BYD.

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Tesla Q1 Deliveries Plunge Amid Production and Sales Headwinds

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