6 ms·

Tesla's Global Vehicle Deliveries Plunged in Second Quarter

48 points by samaysharma 1y ago

supportengineer 1y ago
I'm ready to buy a second one, to replace an older vehicle, but I will get a used one this time.
- baggachipz 1y ago
  Have you considered alternate brands? My wife's Hyundai Ioniq 5 is pretty nice.
  - verdverm 1y ago
    Ioniq 6 is also very nice, better build quality than the model 3 Many Hyundai are already on the 800V architecture and charge faster
    - dzhiurgis 1y ago
      Better build quality at expense of like 10 features.
      - verdverm 1y ago
        Like having real buttons instead of an ipad? So tired of teslaholes and their superiority complex...
        dzhiurgis 1y ago
        What real buttons? Ioniq6 uses capacitive touch climate buttons. The worst of both worlds. Love how every anti-tesla comment now ends with personal attack.
        verdverm 1y ago
        Now compare the steering wheels and yokes I have multiple physical buttons I can assign to different functions
        dzhiurgis 1y ago
        Does Tesla even make yokes anymore? IIRC it's only on cybertruck where it makes sense due to drive-by-wire. Steering wheel buttons are pretty good on Tesla and there's tons of third party options of buttons. In fact I am not sure if there are any modern cars as hackable as Tesla (still long ways to go tho). p.s. I had rental MB campervan few months ago. IIRC about 12 buttons with 30+ positions. Absolute nightmare to use.
  - dzhiurgis 1y ago
    Has ICCU blown yet? Hyundai just can't be trusted with any cars, EVs included. Kona? Reductor gear blows up at 100k km, right as warranty expires.
    - baggachipz 1y ago
      Get lost, Elon.
      - dzhiurgis 1y ago
        [flagged]
- roscas 1y ago
  I just wonder why would anyone buy something from a company that has a ceo like that one. Care to tell your experience with that first one?
  - supportengineer 1y ago
    It has been an outstanding ownership experience. Have there been some quality problems? Yes, some things were fixed under warranty. But in my opinion after years of research, the overall experience (especially when you consider the Supercharger network) they are years ahead of any other manufacturer.
    - daveguy 1y ago
      Did any of your research include owning any other brand of EV?
- ed 1y ago
  I own a model 3 but would be hesitant to buy another Tesla given there’s a genuine risk the company won’t be around in a few years.
  - roscas 1y ago
    With fair competition, Tesla is out of business in weeks. And stop the "green credits" crap, because others are givin Tesla money for absolute nothing because all electric cars are not green. If you really want an electric and that is not because you want a green car, buy it from BYD or any other China brand, Toyota or Merc or BMW.
  - dzhiurgis 1y ago
    This reminds me of a case study task I had to do almost 20 years ago in university (business degree). It was about AWS. I've convinced my team to recommend shutting it down since it wasn't core competency. Tutor nearly laughed us out of the room for suggesting shutting down $1b business.
IamLoading 1y ago
I feel like the EV adoption plunged since last year.
- toomuchtodo 1y ago
  https://www.strategyand.pwc.com/de/en/industries/automotive/electric-vehicle-sales-review-q1-2025.html https://www.strategyand.pwc.com/de/en/industries/automotive/... EVs (as well as PHEVs) surging in 2025 Q1 numbers.
  - IamLoading 1y ago
    Interesting. Thanks. I own an EV car, but one thing i hate is non-Tesla EV charging. Electrifiy America charging points are so tribal and time sink!
    - baggachipz 1y ago
      Almost all new model-year EVs* now include a NACS port, so you can use Superchargers too. EA and Chargepoint tend to be hot garbage. Rivian ones are supposedly nice but there aren't any near me yet. edit: *in the US
    - verdverm 1y ago
      There's a new non-Tesla network in the works, partnership between 8+ auto companies https://www.ionna.com/ https://www.ionna.com/
linotype 1y ago
Giving the middle finger to the people that helped build your brand probably isn’t a great way to inspire repeat customers, especially with so many compelling apolitical alternatives.
- schiffern 1y ago
  >so many compelling alternatives With the recent news BYD has been cooking their books, are there any alternatives left that aren't being sold at a huge loss? If the alternatives depend on subsidies from gas car sales, it would seem the automotive industry has not actually solved the problems (both technical and economic) necessary to transition the world off fossil fuels. Doesn't sound like much of an alternative (for the planet), really. Legacy auto talks a big game about the entire industry electrifying, but their actions say they're flushing money on compliance cars and stalling until they can kill EV mandates or kill Tesla or (preferably) both.
  - deleted 1y ago
    [deleted]
  - roscas 1y ago
    Yes, the brand is Tesla. They receive money from other brands to buy fake "carbon" credits, they receive money from the state and from their shareholders. So US pays for Tesla like China does for some brands. It's the same. And an electric car is not an alternative for gas cars. A zero km electric car has already tons and tons of CO2 on it's back because mostly of the battery. It's not being "green". It's just make polution to be produced in another location.
    - schiffern 1y ago
      Wow, "long tailpipe" myth is a blast from the past... >receive money from other brands to buy fake "carbon" credits Also smog credits, and kids' developing lungs can assure you urban smog is very real. This kinda proves my point. If other automakers don't want to buy smog/ carbon credits from Tesla then make zero emission vehicles. Companies that can't make the vehicles of the future cease to exist, part of "creative destruction" which is an explicit goal in such market-based pollution policies. We decided those are the rules of the game (because pollution sucks). Can't get offended at the players just because the rules of the game did exactly what we intended. >they receive money from the state and from their shareholders Equally (or more) true for the other majors, so that doesn't explain how Tesla makes money on EVs and others can't.
surgical_fire 1y ago
The funny thing is that people had to come to the absolute conclusion that Elon is a piece of shit to finally stop buying his shitty cars. Both things have been obvious for a very long time. Better late than never.
- ProfessorZoom 1y ago
  if the average person thought like this for the stuff they buy, nobody would own anything
- mrcwinn 1y ago
  Model Y Juniper owner here. Best car I’ve ever owned. Tons of storage. I can keep it cool at the softball field for my dog for hours. Drives great. Reliable. Don’t miss the gas station one bit. Well built with no panel gap issues. Totally respect your opinion, but you’re positioning your opinion a bit too much like objective fact.
  - surgical_fire 1y ago
    I think that car is ugly as fuck. Enough subjectivity for you?
  - chung8123 1y ago
    A car that is a few months/years old is tough to judge for reliability I think
- guywithahat 1y ago
  What is wrong with Elon? All I've seen are hit pieces peddling misinformation. If we were to look at this critically, I think Tesla just misplayed the market after covid. Their cars are too expensive and too premium, which is what people wanted during covid but as the market becomes more competitive people are looking for more affordable options
  - surgical_fire 1y ago
    > What is wrong with Elon? If in the Year of our Lord 2025 you have to ask this question, I don't think any of the mutiple things I could link here would convince you otherwise.
padjo 1y ago
And still trading at a p/e of 180+. Anyone able to offer an explanation?
- surgical_fire 1y ago
  The stock market is glorified gambling, and only happens to be related to company fundamentals sometimes.
- baggachipz 1y ago
  It's just a meme stock at this point. The price never reflects the fundamentals or future value. It's basically bitcoin at this point.
- kentm 1y ago
  As far as I can tell, people are expecting a pivot into AI/robotics being major revenue drivers.
  - Animats 1y ago
    Musk keeps saying that.[1] Tesla is not doing all that well with self-driving cars. They're behind Waymo, Zoox, and Baidu in Level 4 systems. (Level 4: good enough for a taxi service). All the major manufacturers have a Level 2 system now. A few have a Level 3 system where the driver can sit back and watch, but has to be ready to take over, which is where Tesla is now. There are at least 18 humanoid robots far enough along to have YouTube videos, none of which are commercially successful. There's no reason Tesla will dominate that industry, if and when it gets going. When those industries get going, there's no reason to expect they will have high margins. Humanoid robots compete with low-wage workers. Self driving cars compete with Uber drivers. [1] https://hgbr.org/elon-musk-unveils-teslas-ambitious-2025-vision/ https://hgbr.org/elon-musk-unveils-teslas-ambitious-2025-vis...
    - tobias3 1y ago
      Isn't Tesla at level 2 (eyes on road, hands on wheel)?
ChrisArchitect 1y ago
[dupe] https://news.ycombinator.com/item?id=44443602 https://news.ycombinator.com/item?id=44443602
Animats 1y ago
It's worse than that. Two years of declining sales at Tesla.[1] Mostly for ordinary car manufacturer reasons. Tesla hasn't had a new model in years other than the Cybertruck, which was a dud. Prices are still too high. Electric cars still cost more than gas cars in the US. This seems to be a US-only problem. Electric cars are doing fine in the rest of the world. A majority of new cars in China are electric. Here's the BYD Dolphin Surf. Costs US$11,000 in Europe.[2] It's apparently a fairly good car. BYD has a whole range of cars, from super-cheap subcompact to supercar. BYD sold over 4 million cars in 2024. Tesla was around 1.7 million and dropping. [1] https://techcrunch.com/2025/07/02/tesla-faces-second-straight-year-of-falling-sales-after-another-bad-quarter/ https://techcrunch.com/2025/07/02/tesla-faces-second-straigh... [2] https://electrek.co/2025/06/30/byd-adds-range-to-most-affordable-ev-only-costs-11000/ https://electrek.co/2025/06/30/byd-adds-range-to-most-afford...
- EA-3167 1y ago
  It's worth saying that the price gouging by BYD has reached the point where their own government is publicly scolding them and telling them to stop, so I'm not sure if BYD is a model of anything we want to be following. https://www.reuters.com/business/autos-transportation/chinas-ev-makers-turn-byd-price-war-escalates-2025-06-09/ https://www.reuters.com/business/autos-transportation/chinas... I think you're also glossing over the impact of Musk's disastrous foray into politics, his Tweeting, and his Nazi salutes.
  - amanaplanacanal 1y ago
    I've never heard of pricing a product too low called "price gouging" before.
    - kikokikokiko 1y ago
      Well, it can be tought as self gauging. ¯\_(ツ)_/¯
  - silverquiet 1y ago
    Dumping would be the economic term for flooding a market with underpriced goods in order to drive out domestic competitors. I don't know if that's what they're doing, but it does seem plausible, though it's hard to imagine that Tesla's prices would be competitive either way.
josefritzishere 1y ago
At a normal corporation the board would have removed teh CEO by now. All politics aside, the sales and stock performance is a firable offense.
- tonyedgecombe 1y ago
  Without Musk the stock price would crash, with him sales are crashing.

48 points by samaysharma 1y ago

supportengineer 1y ago

I'm ready to buy a second one, to replace an older vehicle, but I will get a used one this time.

baggachipz 1y ago
Have you considered alternate brands? My wife's Hyundai Ioniq 5 is pretty nice.
- verdverm 1y ago
  Ioniq 6 is also very nice, better build quality than the model 3 Many Hyundai are already on the 800V architecture and charge faster
  - dzhiurgis 1y ago
    Better build quality at expense of like 10 features.
    - verdverm 1y ago
      Like having real buttons instead of an ipad? So tired of teslaholes and their superiority complex...
      - dzhiurgis 1y ago
        What real buttons? Ioniq6 uses capacitive touch climate buttons. The worst of both worlds. Love how every anti-tesla comment now ends with personal attack.
        verdverm 1y ago
        Now compare the steering wheels and yokes I have multiple physical buttons I can assign to different functions
        dzhiurgis 1y ago
        Does Tesla even make yokes anymore? IIRC it's only on cybertruck where it makes sense due to drive-by-wire. Steering wheel buttons are pretty good on Tesla and there's tons of third party options of buttons. In fact I am not sure if there are any modern cars as hackable as Tesla (still long ways to go tho). p.s. I had rental MB campervan few months ago. IIRC about 12 buttons with 30+ positions. Absolute nightmare to use.
- dzhiurgis 1y ago
  Has ICCU blown yet? Hyundai just can't be trusted with any cars, EVs included. Kona? Reductor gear blows up at 100k km, right as warranty expires.
  - baggachipz 1y ago
    Get lost, Elon.
    - dzhiurgis 1y ago
      [flagged]
roscas 1y ago
I just wonder why would anyone buy something from a company that has a ceo like that one. Care to tell your experience with that first one?
- supportengineer 1y ago
  It has been an outstanding ownership experience. Have there been some quality problems? Yes, some things were fixed under warranty. But in my opinion after years of research, the overall experience (especially when you consider the Supercharger network) they are years ahead of any other manufacturer.
  - daveguy 1y ago
    Did any of your research include owning any other brand of EV?
ed 1y ago
I own a model 3 but would be hesitant to buy another Tesla given there’s a genuine risk the company won’t be around in a few years.
- roscas 1y ago
  With fair competition, Tesla is out of business in weeks. And stop the "green credits" crap, because others are givin Tesla money for absolute nothing because all electric cars are not green. If you really want an electric and that is not because you want a green car, buy it from BYD or any other China brand, Toyota or Merc or BMW.
- dzhiurgis 1y ago
  This reminds me of a case study task I had to do almost 20 years ago in university (business degree). It was about AWS. I've convinced my team to recommend shutting it down since it wasn't core competency. Tutor nearly laughed us out of the room for suggesting shutting down $1b business.

IamLoading 1y ago

I feel like the EV adoption plunged since last year.

toomuchtodo 1y ago
https://www.strategyand.pwc.com/de/en/industries/automotive/electric-vehicle-sales-review-q1-2025.html https://www.strategyand.pwc.com/de/en/industries/automotive/... EVs (as well as PHEVs) surging in 2025 Q1 numbers.
- IamLoading 1y ago
  Interesting. Thanks. I own an EV car, but one thing i hate is non-Tesla EV charging. Electrifiy America charging points are so tribal and time sink!
  - baggachipz 1y ago
    Almost all new model-year EVs* now include a NACS port, so you can use Superchargers too. EA and Chargepoint tend to be hot garbage. Rivian ones are supposedly nice but there aren't any near me yet. edit: *in the US
  - verdverm 1y ago
    There's a new non-Tesla network in the works, partnership between 8+ auto companies https://www.ionna.com/ https://www.ionna.com/

linotype 1y ago

Giving the middle finger to the people that helped build your brand probably isn’t a great way to inspire repeat customers, especially with so many compelling apolitical alternatives.

schiffern 1y ago
>so many compelling alternatives With the recent news BYD has been cooking their books, are there any alternatives left that aren't being sold at a huge loss? If the alternatives depend on subsidies from gas car sales, it would seem the automotive industry has not actually solved the problems (both technical and economic) necessary to transition the world off fossil fuels. Doesn't sound like much of an alternative (for the planet), really. Legacy auto talks a big game about the entire industry electrifying, but their actions say they're flushing money on compliance cars and stalling until they can kill EV mandates or kill Tesla or (preferably) both.
- deleted 1y ago
  [deleted]
- roscas 1y ago
  Yes, the brand is Tesla. They receive money from other brands to buy fake "carbon" credits, they receive money from the state and from their shareholders. So US pays for Tesla like China does for some brands. It's the same. And an electric car is not an alternative for gas cars. A zero km electric car has already tons and tons of CO2 on it's back because mostly of the battery. It's not being "green". It's just make polution to be produced in another location.
  - schiffern 1y ago
    Wow, "long tailpipe" myth is a blast from the past... >receive money from other brands to buy fake "carbon" credits Also smog credits, and kids' developing lungs can assure you urban smog is very real. This kinda proves my point. If other automakers don't want to buy smog/ carbon credits from Tesla then make zero emission vehicles. Companies that can't make the vehicles of the future cease to exist, part of "creative destruction" which is an explicit goal in such market-based pollution policies. We decided those are the rules of the game (because pollution sucks). Can't get offended at the players just because the rules of the game did exactly what we intended. >they receive money from the state and from their shareholders Equally (or more) true for the other majors, so that doesn't explain how Tesla makes money on EVs and others can't.

surgical_fire 1y ago

The funny thing is that people had to come to the absolute conclusion that Elon is a piece of shit to finally stop buying his shitty cars. Both things have been obvious for a very long time. Better late than never.

ProfessorZoom 1y ago
if the average person thought like this for the stuff they buy, nobody would own anything
mrcwinn 1y ago
Model Y Juniper owner here. Best car I’ve ever owned. Tons of storage. I can keep it cool at the softball field for my dog for hours. Drives great. Reliable. Don’t miss the gas station one bit. Well built with no panel gap issues. Totally respect your opinion, but you’re positioning your opinion a bit too much like objective fact.
- surgical_fire 1y ago
  I think that car is ugly as fuck. Enough subjectivity for you?
- chung8123 1y ago
  A car that is a few months/years old is tough to judge for reliability I think
guywithahat 1y ago
What is wrong with Elon? All I've seen are hit pieces peddling misinformation. If we were to look at this critically, I think Tesla just misplayed the market after covid. Their cars are too expensive and too premium, which is what people wanted during covid but as the market becomes more competitive people are looking for more affordable options
- surgical_fire 1y ago
  > What is wrong with Elon? If in the Year of our Lord 2025 you have to ask this question, I don't think any of the mutiple things I could link here would convince you otherwise.

padjo 1y ago

And still trading at a p/e of 180+. Anyone able to offer an explanation?

surgical_fire 1y ago
The stock market is glorified gambling, and only happens to be related to company fundamentals sometimes.
baggachipz 1y ago
It's just a meme stock at this point. The price never reflects the fundamentals or future value. It's basically bitcoin at this point.
kentm 1y ago
As far as I can tell, people are expecting a pivot into AI/robotics being major revenue drivers.
- Animats 1y ago
  Musk keeps saying that.[1] Tesla is not doing all that well with self-driving cars. They're behind Waymo, Zoox, and Baidu in Level 4 systems. (Level 4: good enough for a taxi service). All the major manufacturers have a Level 2 system now. A few have a Level 3 system where the driver can sit back and watch, but has to be ready to take over, which is where Tesla is now. There are at least 18 humanoid robots far enough along to have YouTube videos, none of which are commercially successful. There's no reason Tesla will dominate that industry, if and when it gets going. When those industries get going, there's no reason to expect they will have high margins. Humanoid robots compete with low-wage workers. Self driving cars compete with Uber drivers. [1] https://hgbr.org/elon-musk-unveils-teslas-ambitious-2025-vision/ https://hgbr.org/elon-musk-unveils-teslas-ambitious-2025-vis...
  - tobias3 1y ago
    Isn't Tesla at level 2 (eyes on road, hands on wheel)?

ChrisArchitect 1y ago

[dupe] https://news.ycombinator.com/item?id=44443602 https://news.ycombinator.com/item?id=44443602

Animats 1y ago

It's worse than that. Two years of declining sales at Tesla.[1] Mostly for ordinary car manufacturer reasons. Tesla hasn't had a new model in years other than the Cybertruck, which was a dud. Prices are still too high. Electric cars still cost more than gas cars in the US. This seems to be a US-only problem. Electric cars are doing fine in the rest of the world. A majority of new cars in China are electric. Here's the BYD Dolphin Surf. Costs US$11,000 in Europe.[2] It's apparently a fairly good car. BYD has a whole range of cars, from super-cheap subcompact to supercar. BYD sold over 4 million cars in 2024. Tesla was around 1.7 million and dropping. [1] https://techcrunch.com/2025/07/02/tesla-faces-second-straight-year-of-falling-sales-after-another-bad-quarter/ https://techcrunch.com/2025/07/02/tesla-faces-second-straigh... [2] https://electrek.co/2025/06/30/byd-adds-range-to-most-affordable-ev-only-costs-11000/ https://electrek.co/2025/06/30/byd-adds-range-to-most-afford...

EA-3167 1y ago
It's worth saying that the price gouging by BYD has reached the point where their own government is publicly scolding them and telling them to stop, so I'm not sure if BYD is a model of anything we want to be following. https://www.reuters.com/business/autos-transportation/chinas-ev-makers-turn-byd-price-war-escalates-2025-06-09/ https://www.reuters.com/business/autos-transportation/chinas... I think you're also glossing over the impact of Musk's disastrous foray into politics, his Tweeting, and his Nazi salutes.
- amanaplanacanal 1y ago
  I've never heard of pricing a product too low called "price gouging" before.
  - kikokikokiko 1y ago
    Well, it can be tought as self gauging. ¯\_(ツ)_/¯
- silverquiet 1y ago
  Dumping would be the economic term for flooding a market with underpriced goods in order to drive out domestic competitors. I don't know if that's what they're doing, but it does seem plausible, though it's hard to imagine that Tesla's prices would be competitive either way.

josefritzishere 1y ago

At a normal corporation the board would have removed teh CEO by now. All politics aside, the sales and stock performance is a firable offense.

tonyedgecombe 1y ago
Without Musk the stock price would crash, with him sales are crashing.