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From TFA: ”The end of credits hit many EV rivals harder. Overall U.S. EV sales fell more than 41% in November and Tesla's market share rose to 56.7% from 43.1%

by mikestew 11mo ago

From TFA: ”The end of credits hit many EV rivals harder. Overall U.S. EV sales fell more than 41% in November and Tesla's market share rose to 56.7% from 43.1%, the data showed.” So EV sales are down, less so for Tesla than other makers, but someone needed a catchy headline? I mean, I have absolutely no love for Tesla, but am I wrong in thinking that this is a little click-baity?

browningstreet 11mo ago
The article isn’t focused on Tesla’s market share, it’s focused on the mix of standard and premium product offerings they’ve rolled out lately and the effect that has had on absolute unit sales (and margins). As it is they still can’t sell as many cars as they used to, which stands in contrast to Elon’s pay package. Given that, the title seems accurate to me.
FireBeyond 11mo ago
This number makes no sense. In the space of one month Tesla's market share increased by over 30%? On overall declining sales, including for Tesla? Nothing about that makes sense. > According to an Experian Automotive report on electric vehicles, out of the 292.3 million cars and trucks on the road in the U.S. in 2024, approximately 4,092,200 (1.4%) of those were electric cars. So 43% would be 1.76M. Going to 57% would be 2.33M, i.e. nearly 600K sales. Except: > Demand for Standard versions was expected to support sales in November, but the company's total sales fell nearly 23% to 39,800 vehicles from 51,513 a year earlier and were the lowest since January 2022, according to the data from Cox, which tracks sales across the industry. Whatever "math" is happening in this article is fundamentally broken. Unless they mean "the market sale of EVs in November", in which case 39,800 of 70,000 is Tesla, up from... 31,000? So Tesla's monthly sales drops to a 4 year low, down 23%, but somehow 8,800 vehicles is enough to increase market share by 30%+? I have no idea what mashup of numbers is happening here.
- breve 11mo ago
  > Whatever "math" is happening in this article is fundamentally broken. No. They're talking about sales and market share in November. The short version is Tesla is selling fewer cars these days.
  - parineum 11mo ago
    But their competitors are selling even fewer, right?
    - breve 11mo ago
      Tesla's competitors are car makers. Toyota's doing better than ever.
      - parineum 11mo ago
        You seem to be dancing around the context of Tesla sales being down in an environment where all EV sales are down. It's easy to connect the dots to the missing subsidies for the reason for the decline but Tesla is declining less than other EVs.
        breve 11mo ago
        There's no dancing around any issue. North America is the third largest EV market. Tesla's sales are down everywhere, even in a market it leads in. Tesla used to claim it would sell 20 million vehicles per year: https://www.reuters.com/business/autos-transportation/tesla-drops-reference-its-goal-delivering-20-mln-vehicles-annually-impact-report-2024-05-23/ https://www.reuters.com/business/autos-transportation/tesla-... Now Tesla's much revised goal is to have sold 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-pay-trillionaire.html https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-... China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q... Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well. Toyota, meanwhile, has been setting sales records this year: https://www.reuters.com/business/autos-transportation/toyota-global-output-sales-hit-record-highs-january-june-2025-07-30/ https://www.reuters.com/business/autos-transportation/toyota...
Zigurd 11mo ago
Except for a Rivian, other car OEM's are selling gasoline vehicles instead of their EVs. Now that EVs are a mature business, it's just a part of every car OEM's product line.

browningstreet 11mo ago

The article isn’t focused on Tesla’s market share, it’s focused on the mix of standard and premium product offerings they’ve rolled out lately and the effect that has had on absolute unit sales (and margins). As it is they still can’t sell as many cars as they used to, which stands in contrast to Elon’s pay package. Given that, the title seems accurate to me.

FireBeyond 11mo ago

This number makes no sense. In the space of one month Tesla's market share increased by over 30%? On overall declining sales, including for Tesla? Nothing about that makes sense. > According to an Experian Automotive report on electric vehicles, out of the 292.3 million cars and trucks on the road in the U.S. in 2024, approximately 4,092,200 (1.4%) of those were electric cars. So 43% would be 1.76M. Going to 57% would be 2.33M, i.e. nearly 600K sales. Except: > Demand for Standard versions was expected to support sales in November, but the company's total sales fell nearly 23% to 39,800 vehicles from 51,513 a year earlier and were the lowest since January 2022, according to the data from Cox, which tracks sales across the industry. Whatever "math" is happening in this article is fundamentally broken. Unless they mean "the market sale of EVs in November", in which case 39,800 of 70,000 is Tesla, up from... 31,000? So Tesla's monthly sales drops to a 4 year low, down 23%, but somehow 8,800 vehicles is enough to increase market share by 30%+? I have no idea what mashup of numbers is happening here.

breve 11mo ago
> Whatever "math" is happening in this article is fundamentally broken. No. They're talking about sales and market share in November. The short version is Tesla is selling fewer cars these days.
- parineum 11mo ago
  But their competitors are selling even fewer, right?
  - breve 11mo ago
    Tesla's competitors are car makers. Toyota's doing better than ever.
    - parineum 11mo ago
      You seem to be dancing around the context of Tesla sales being down in an environment where all EV sales are down. It's easy to connect the dots to the missing subsidies for the reason for the decline but Tesla is declining less than other EVs.
      - breve 11mo ago
        There's no dancing around any issue. North America is the third largest EV market. Tesla's sales are down everywhere, even in a market it leads in. Tesla used to claim it would sell 20 million vehicles per year: https://www.reuters.com/business/autos-transportation/tesla-drops-reference-its-goal-delivering-20-mln-vehicles-annually-impact-report-2024-05-23/ https://www.reuters.com/business/autos-transportation/tesla-... Now Tesla's much revised goal is to have sold 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-pay-trillionaire.html https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-... China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q... Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well. Toyota, meanwhile, has been setting sales records this year: https://www.reuters.com/business/autos-transportation/toyota-global-output-sales-hit-record-highs-january-june-2025-07-30/ https://www.reuters.com/business/autos-transportation/toyota...

Zigurd 11mo ago

Except for a Rivian, other car OEM's are selling gasoline vehicles instead of their EVs. Now that EVs are a mature business, it's just a part of every car OEM's product line.