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Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway
- pseingatl 8mo agoBYD is a formidable competitor and a great product for less.
- rsynnott 8mo agoBYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...
- digizeph 8mo agoThe graph linked doesn’t have BYD sales, how curious
- lawn 8mo agoThey're not common enough to qualify.
- toomuchtodo 8mo ago200% YoY growth in Europe. Surpassed Ford in global auto sales, selling only EVs. Largest private employer in China. EV printer go brrr. BYD uses aggressive discounts in bid to make Germany its leading European market - https://www.autonews.com/byd/ane-byd-discounts-germany-sales-growth-0217/ https://www.autonews.com/byd/ane-byd-discounts-germany-sales... - February 17th, 2026 China's BYD Overtakes Ford in Global Sales for the First Time - https://finance.yahoo.com/news/chinas-byd-overtakes-ford-global-150000525.html https://finance.yahoo.com/news/chinas-byd-overtakes-ford-glo... - February 12th, 2026 BYD's European registrations surge 270% in 2025 while Tesla slips 27% - https://cnevpost.com/2026/01/27/byd-european-registrations-surge-in-2025-tesla-slips/ https://cnevpost.com/2026/01/27/byd-european-registrations-s... - Jan 27th, 2026 BYD Sold Nearly Three Times As Many Cars As Tesla In Europe - https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as-many-cars-as-tesla-in-europe-in-october/ https://www.carscoops.com/2025/11/byd-sold-nearly-3-times-as... - November 26th, 2025 The size of BYD's factory - https://news.ycombinator.com/item?id=42228138 https://news.ycombinator.com/item?id=42228138 - November 2024 (615 comments)
- rsynnott 8mo agoNote that BYD doesn't just make BEVs. They're quite big in plug-in hybrids, which aren't in that data. They apparently sold 175k cars in Europe last year. A breakdown of BEV vs PHEV doesn't seem to be available, but 75k of those were one particular PHEV, so it's at most 100k BEVs. VW AG sold 750k BEVs in Europe last year: https://www.volkswagen-group.com/en/press-releases/volkswagen-group-deliveries-remain-stable-in-2025-20095 https://www.volkswagen-group.com/en/press-releases/volkswage... (see the PDF). Not saying that BYD is completely irrelevant, but the media overplays them. Presumably because BYD vs Tesla is an interesting narrative, even if the actual figures have both of those as small players in BEVs (at least for cars; BYD _is_ quite big in electric buses), with the real race being between VW AG and Stellantis. VW AG vs Stellantis is a painfully boring narrative.
- toomuchtodo 8mo agoI simply find it noteworthy how fast Chinese EVs are scaling up as a climate change mitigation. I don’t care who builds and sells them, just do so as quickly as possible.
- rsynnott 8mo agoOh, yeah, to be clear, BYD is doing amazingly well. Just not, particularly, in Europe. This seems to confuse the media.
- kjellsbells 8mo agoI suspect BYD would do a lot better in Europe if the political class wasn´t afraid of the fallout from the European manufacturers (VW, Stellantis, and all their child brands) being seriously damaged or even wiped out by the competition. That said, if relations between the EU and the US get much chillier, the EU may decide to make some sacrifices in order to have China in their camp. E.g. VW are arm-twisted into selling Škoda to BYD, with job preservation guarantees, and then BYD is badged Škoda and six months later all the old Škoda models are gone and its EVs all the way.
- rsynnott 8mo agoIf you look at individual countries, they'll show up in some.
- epolanski 8mo agoI see lots of byds in Europe. I mean, they aren't common as Teslas, but there are more and more.
- pbronez 8mo agoGeely is also present in the US via Volvo and Polestar. They haven’t delivered an affordable entry level EV yet, but I’ve been impressed with the Polestars. I’d never buy one because a Chinese car running on Google software sounds like a nightmare, but they’ve been good when I rented them.
- KennyBlanken 8mo agoPolestar's recent vehicle launches have gone extremely poorly because the software is so buggy. Their service network is also non-existent in the US.
- cyberax 8mo agoBYD has barely started exporting cars, a bit less than 1 million last year. The total European market is 11 million cars a year. The global market is 90 million units. And BYD obviously is focusing on easier markets, where they don't have to fight against tariffs.
- ZeroGravitas 8mo agoBYD have also built a fleet of 8 of their own car carriers with a million car per year capacity. As well as multiple factories in multiple countries/continents outside China, including one in California (commercial trucks and bus only)
- philistine 8mo agoThat graph is interesting because you can see direct patterns before 2020. The market was dominated by the Leaf, but during the pandemic the electric offerings of everybody arrived and we moved to a typical car market with the usual suspects being the most successful. Tesla got swamped by cheaper competitors. That and the Nazi stuff.
- wiredpancake 8mo ago[dead]
- DoesntMatter22 8mo agoA lot of it is subsidized by the Chinese government and also, BYD's sales in January were down 33%
- Dah00n 8mo ago>subsidized So, like Tesla. Why is it that when it is a Chinese company it is basically Evil Communism, but when it is in the US it is fine?
- DoesntMatter22 8mo agoBecause it’s completely different. The US subsidized American buyers of the cars. The Chinese government is subsidizing foreign buyers in order to help eat foreign marketshare
- Neil44 8mo agoIt's strange to me that some Americans will cheer on Chinese companies over Tesla, even overlooking those companies questionable labour practices. (I don't know if you're American)
- Dah00n 8mo agoWhy? Tesla has huge quality problems (ranked by far the worst used cars in several countries incl. in Germany), an awful CEO, etc. BYD are better quality and cheaper which is insane.
- ZeroGravitas 8mo agoMore than half of Tesla's cars are built in China so you can hate them for both reasons.
- mlrtime 8mo agoBecause politics bring out the highest emotions in people. We all have strong internal moral compasses and it is very difficult to violate or change them.
- Yossarrian22 8mo agoBecause distortions of the free market make us all poorer
- stephen_g 8mo agoI'm not American (I'm Australian), but until Tesla divests from Elon Musk, chances are the next car I buy will be Chinese...
- jqpabc123 8mo agoWait? Tesla still sells cars? After successfully teaching China how to build EVs and embracing fascism, I thought they moved on to AI/robotaxi/robots/(insert your preferred fantasy here)?
- deleted 8mo ago[deleted]
- mekdoonggi 8mo agoGood. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesigned X, a functional truck, and a market cap of 400 billion!
- nwah1 8mo agoTSLA market cap is 1.29 trillion today. Of course, with a P/E ratio of over 381
- mekdoonggi 8mo agoI'm aware, that part was sarcasm
- bdangubic 8mo agothey are building stuff on the Moon, P/E should be 150k! building Moon stuff is cool
- CamperBob2 8mo agoMany have argued that Musk's shift to far-right politics is responsible for some of this decline -- and it certainly makes some sense -- but I wonder if the cause and effect are being conflated. If Musk were aware that Tesla was going to lose this much ground due to factors beyond his own mismanagement, including the threat of Chinese imports and a widespread shift away from EVs due to a right-populist sentiment swing that was already under way, then maybe his goose-stepping and Trump-humping act was an attempt to sync up with a trend that he saw as inevitable. That's about the most charitable spin I can put on it. Either way, Tesla now has to pitch electric cars to right-wing climate-change deniers, which is not a great strategy to adopt voluntarily or otherwise.
- tim-tday 8mo agoThat’s a rather tortured logical contortion. Isn’t it simpler to assume that he honestly holds the views he says he holds?
- CamperBob2 8mo agoYes, which is why I said it was the most charitable spin I could think of. It doesn't mean I believe he's a hapless victim of larger trends. Just that I consider it possible.
- ericmay 8mo agoWell, I think a more charitable spin would be he really does see that robots taxis are just around the corner and it is entirely plausible that Tesla will be able to deliver them. After all, despite whatever flaws they have and they certainly have some, you can go out today and buy a production car that does essentially drive itself. When I was growing up, that was absolutely science fucking fiction. You’re telling me I get in this car and touch a piece of glass and then it drives itself? Incredible. Maybe the future really could get here fast. I think that’s a little more charitable. I have a Tesla, won’t buy another one because Elon sucks, wouldn’t touch the stock, I think he’s generally turned in to a con artist, &c. > Either way, Tesla now has to pitch electric cars to right-wing climate-change deniers, which is not a great strategy to adopt voluntarily or otherwise. What’s funny to me is that I legitimately think that the day-to-day experience owning an EV is significantly better than the day-to-day experience owning a gas car. They could have slowly ignited or not emphasized the environment and just focused on it as future tech and it may well work. Over the years owning one I’ve had many a curious person drive by the Supercharger in their car, often times a truck too, and ask about the ownership experience. EVs by association got this hippie-dippie connotation but that’s because the Prius looks like it does, but the Model 3 is quite nice and I think the perception could be overcome by just making damn cool cars.
- citrin_ru 8mo agoGiven less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?
- nwah1 8mo agoSee also: meme stock https://en.wikipedia.org/wiki/Meme_stock https://en.wikipedia.org/wiki/Meme_stock
- rsynnott 8mo agoIt's not a car company anymore, it's an energy company... Ahem, I mean self-driving... Er, maybe robots? ... Okay, that not going so well? How about quantum? That's probably a thing, right? Tesla seems basically priced based on hype, rather than anything relating to its actual business.
- cyanydeez 8mo agoIts a billionaire bubble making machine
- spiderfarmer 8mo agoThe reason Tesla stock is still high is the same reason Bitcoin is worth anything.
- derefr 8mo ago...capital flight from totalitarian regimes?
- deleted 8mo ago[deleted]
- enaaem 8mo agoMaybe someday they will do half the things Hyundai is doing right now.
- plagiarist 8mo ago
- jackvalentine 8mo agoI just ordered a 37,000AUD BYD, the "$25k (USD) car" that Elon used to promise was coming. Seems like I'm not the only one with 2779 BYD EVs sold in the country in January compared to just 501 Teslas.[1] [1] https://business.carsales.com.au/news-room/news/vfacts-january-steady-start-to-2026/ https://business.carsales.com.au/news-room/news/vfacts-janua...
- Betelbuddy 8mo agoThis is a quote from Tesla latest earnings call, at 04 min.. "Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as long as people have the vehicles, but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont."
- kelipso 8mo agoWonder what the maintenance picture for Tesla will be like from now on. Crazy expensive parts at the very least I would imagine.
- hirako2000 8mo agoCan be turned into value, owning a Tesla is a symbol of status.
- JasonADrury 8mo agoA symbol of being aggressively middle class?
- ndsipa_pomu 8mo agoA symbol of being a white nationalist racist?
- 0xbadcafebee 8mo agoPoor Elon. How's he gonna get to Mars^H^H^H^Hthe Moon now? Oh right, the same way he built Tesla: government handouts.
- gpt5 8mo agoSpaceX is making that majority (70%) of its revenue, and all of its profits from Starlink, and mostly from subscriptions. 98% of government money SpaceX receives is payment for services rendered, which they provide at a significantly lower cost than their competitors. On the other hand, their competitors are routinely receiving actual handouts. For example, ULA used to receive a $1 billion annual "Launch Capability" stipend essentially just to keep their lights.
- 0xbadcafebee 8mo agoI'm not saying he's not providing services. Tesla shipped cars and chargers for its govt money too. But I'm also saying they wouldn't have been in business without it. Elon is one of the great scam artists of our age, and a huge part of that is reliant on the taxpayer (when not reliant on SV investors and feeble-brained stock market)
- yalogin 8mo agoVery soon musk will merge Tesla with SpaceX and say he is going to have robots drive the cars to space. The stock will multiply 4 fold making him a multi- trillionaire
- VirusNewbie 8mo agoMy (2019) Tesla has been the most reliable car I've ever owned, but it sure seems like they're not interested in being a car company anymore. Not having turn stalks and the drive selector, making me either pay for internet access or use bluetooth if I want to play spotify or youtube music (which I get for 'free' in cars with CarPlay or Android Auto), making the cybertruck way too big for a garage, discontinuing the model S and X...like are they even trying? They used to have a third row option for the model Y, good for small kids or something, but then they got rid of that. They were going to do the roadster, but didn't bother. They only have 6 paint colors, not even options for PTS. It's like they don't want to be a successful car company.
- SoftTalker 8mo ago2019 is far too new to make any pronouncements on reliability. Get back to us in 2035.
- wraptile 8mo agoThe car is still under warranty and they are talking about reliability. A good ol' Toyota will live longer than Tesla has been a company.
- mattmaroon 8mo agoThey don’t. Their market cap is higher than all the successful car companies combined. Becoming a successful car company would cost Elon half of his unrealized capital gains. It’s far better to be the company who is going to make us $30,000 robot slaves because that’s a bigger market and one he’ll own entirely. The only question is what will be the next hype cycle when that succeeds about as well as the Cyber Truck.
- palmotea 8mo ago> It’s far better to be the company who is going to make us $30,000 robot slaves because that’s a bigger market and one he’ll own entirely. The Chinese are making humanoid robots too, and my bet is they'll be better and cheaper than Tesla's.
- mcs5280 8mo agoSome day Tesla stock will rediscover gravity...some day
- moomoo11 8mo agoGravity doesn't exist when you're in a K-hole. That's why we can become a extraterrestrial society in the next 5 years (repeat infinitely - in 5 years)
- overfeed 8mo agoMusk may let it fall for a bit of a discount before rolling it up, Katamari-style, into SpaceX, and preserving his ridiculous Tesla package.
- lateforwork 8mo agoMusk expects ~80% Of Tesla's value will be Optimus robots [1]. It can't be any other way given that he helped elect a President that's against electric cars, against regulation for limiting climate change, against collaborating with our European allies. https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-particularly-valuable-part-of-teslas-future/ https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-p...
- palmotea 8mo ago> Musk expects ~80% Of Tesla's value will be Optimus robots [1]. Well one way to do that is destroy so much of Tesla that the Optimus division is 80% of the (much smaller) value that remains.
- stephen_g 8mo agoI expect that to go about as well as Facebook changing their name to Meta and putting all their eggs in the Metaverse/VR basket... But at least Meta's legacy businesses (Facebook, Instagram, WhatsApp) were still valuable enough to fall back on - whereas Tesla's seems to be tanking. Only their utility-scale fixed battery business seems to have much potential if they can't turn around their dwindling car business.
- pllbnk 8mo agoMany of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.
- upmind 8mo ago+1 agreed. Everyone just seems to be an Elon hater (which is totally fine) but don't expect it from HN.
- dudefeliciano 8mo agoYou are more than welcome to make your case in his favor, if you can. Maybe this is just this is just the sentiment of users on hackernews, why is that so hard to accept?
- CamperBob2 8mo agoWhat market insight explains TSLA other than the same thing you'd hear on Reddit: that TSLA investors are a glassy-eyed, slack-jawed cult? Are there any other explanations that can be steelmanned, just for the sake of an even-handed discussion? "We're going to build humanoid robots" just doesn't seem like enough. Neither does "We're going to build robotaxis", considering that other companies like Waymo are already well ahead of Tesla in that sector.
- SloppyDrive 8mo agoThey have a current production capacity in the high hundreds of thousands, a software solution that has a reasonable chance of competing in the self driving market, and a worldwide distribution platform. So the optimistic valuation is based on: Global ride share killer + Large car manufacturer + power infrastructure + Robotics. Somehow the valuation is as though TSLA will succeeded early enough to entrench itself; if robotaxi wide rollout happens in the next six months, i would be happy to say TSLA is worth more than its current valuation. If it cant then at best 30% of current valuation.
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- groundzeros2015 8mo ago[flagged]
- belZaah 8mo agoThere’s an old saying: if civil engineers built houses the way software people build software, the first woodpecker to appear would destroy the civilization. With Tesla, we build cars. That, as told in court documents, absolutely should continue accelerating while in cruise control despite the driver pressing the brakes. There’s a century of institutional knowledge on system safety built into most cars. And (looking at you, Pinto), the carmakers are not even especially good at it. As a former software engineer, I’d rather rely on some actual engineers rather than a bunch of tech bros led by a deranged sociopath.
- shubhamjain 8mo agoThe mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points simply tanks the stock. But for Tesla, no amount of Musk’s idiocy seems to be enough to seriously move it.
- TulliusCicero 8mo agoThere's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.
- jdross 8mo agoI am so confused when I read things like this because my Tesla model 3 is effectively self driving for me for months now. Hundreds of miles without intervention. No other car I can buy can do this yet
- thefounder 8mo agoThat’s irresponsible at best give it doesn’t support full self driving. I never understood why end users are allowed to just beta test a car on public roads.
- maxdo 8mo agoIs it responsible to let users do auto speed and auto lane on a high speed highway without other autopilot features ? Rollout both technologies at scale , and try to guess with one will cause more harm giving th fact there will be users in both cars trying to put legs on a steering wheel : A stupid tech that will not even try to do safe things Or software that is let’s say 4x less safe vs avg human but still very capable of doing maneuvering without hitting obvious walls etc ?
- seydor 8mo agoY all need to realize that Tesla is a humanoid android company now, and soon will dive into teleportation, immortality and invisibility.
- tartoran 8mo agoAnd soon self drive will also work on Mars. Tesla and SpaceX are now joint at the hip.
- LeoPanthera 8mo agoTesla cars can't even self drive properly on Earth.
- cookiengineer 8mo agoMind you, Mars doesn't have road signs so it's likely easier to pass as a threshold.
- ncallaway 8mo agoI gotta give Musk credit. I continue to think his grift has reached the end of the road, and I'm always shocked at how credulously the market follows him onto the next grift while immediately forgetting the prior one. The market is far more naive and credulous than I anticipated, and Musk seems to understand much better than I just how fucking moronic most market participants are.
- majani 8mo agoSince he's now being seen as a conservative, he is now adding into Christian elements to his grift. Expect to see him get even more mystical now
- TitaRusell 8mo agoYeah but what racists don't understand is that the golden age of white folks is over. Outnumbered and increasingly outspent.
- gogoro 8mo ago[dead]
- maxdo 8mo agoI watched his interview recently to save you time, and the suffer : His Vision — Hate It, Laugh at It, or Love It: AI has solved (or is solving) coding in 2026. Robots are doing drunken panda moves, yet FSD is insanely good — running on MacBook-grade hardware. A few other companies are running large-scale self-driving pilots. Cars are already being heavily built using specialized robots today. At this point, it’s stupid for any car brand to invest money into anything that isn’t autonomous driving or robotics.
- Sammi 8mo agoAs a software developer I only really started to understand how divorced from reality Elon is when he started talking about software development. That was a sinking feeling: "Oh he doesn't actually know something I don't know. He's just keeping the music playing, so he doesn't have to sit down on the chairs that don't exist. Fuck."
- rileymichael 8mo agoyeah the recent “LLMs will just make the binary directly” comment should be a massive signal that the guys clueless
- userulluipeste 8mo agoThe only reason for a source code to be is for humans to read it, bun when the source code gets churned (by AI agents) in too large of a quantity for any human to realistically read and analyze, then what's the point of having a source code in the first place? Generating binary directly simply makes sense. Working with binary does, even when a human is involved, as long as there's an AI helper as well. The human simply can ask the AI assistant to explain whatever logical aspects behind the binary code and instruct the AI agent to modify the binary code directly, if necessary. That may be scary and not easy to accept. Going further with this idea, even the written text may become "too costly to work with" when there will be an AI agent to verbally or graphically serve the human with whatever informational aspect of a given text that could be of interest in a given situation.
- twilo 8mo agoTheir cars today are much better than when sales were at their peak. Getting politics to get in the way of good engineering is a real shame.
- kevin061 8mo agoI do not consider removing redundant sensors like lidar or infrared from the comprehensive Tesla sensor network and pretending that cameras can do FSD perfectly a good example of engineerring.
- lawn 8mo agoThe cars are much worse today when you compare them to the competition.
- niek_pas 8mo agoTotally agree, let the guy do his nazi salute, who cares about politics?? Car go vroom!
- shellkr 8mo agoTesla (or Elon) decided to fight the labour union.. people do not like that much. So when there are alternatives people do that.
- ph4rsikal 8mo agoWell, in more positive news (for Tesla), their first Cybercab rolled off the production lines. https://www.businessinsider.com/tesla-cybercab-robotaxi-production-line-gigafactory-2026-2 https://www.businessinsider.com/tesla-cybercab-robotaxi-prod...
- yehat 8mo agoAmazing (not) how the sales data is represented LOL I don't have any sweetspot for EVs anyway, but here the title and the comments are not even related to EVs! It's all "ahahaha TESLA/Elon sucks" LOL Fine, but why pretend anything else - the "story" picked data like a cherrypicker - those that make the biggest number in negative. Anyone ever cared to look at the data? 2024 to 2026, or 2023 to 2026 whatever is greater (downwards)... what a joke of stats.
- simonebrunozzi 8mo agoSo, let's try to guess: is Tesla going to be dominating robots and autonomous driving, and worth $10T, or at some point this castle of cards will fall to the ground?
- 3rodents 8mo agoMy predictions: 1. Tesla does not dominate robots or autonomous driving, it fades away 2. Tesla’s stock price exceeds $10T after it is shoe-horned into being a part of SpaceXAIBoringTesla Musk is almost certainly too big to fail at this point. The cult of personality and SpaceX give him a lot of room for financial engineering, he doesn’t need Tesla.
- dudefeliciano 8mo agoif democrats win midterms and then 2028 elections, they will be able to come back in full force and retaliate at least against the most egregious of Trump supporters. Will Musk survive in that scenario?
- Yossarrian22 8mo agoIf King Arthur returns from Avalon should former British colonies be worried about Pax Brittanica?
- wind_rider 8mo ago[dead]
- user____name 8mo agoMusks public meltdowns couldn't have come at a better time for his competitors.
- MagicMoonlight 8mo agoThey just don’t have any good cars now. They want top of the line money, for meh. When they first came out they were revolutionary. But they don’t even have a speedometer, let alone a HUD. It’s embarrassing. They’re being so cheap.
- thelastgallon 8mo agoTesla is going pre-revenue.
- abraxas 8mo agoA few more nazi salutes by the CEO and those declines will approach 100%. But the optimus stormtroopers will make up the lost revenue no doubt.
- hbogert 8mo agoI think most brands are being hammered in the netherlands. The tax climate for eletric company leased cars is not good compared to extremely good just a couple of years ago.