Tesla deliveries are expected to decrease this quarter to levels not seen in more than two years. We have to...

Summary

Tesla’s Q1 2025 deliveries are predicted to drop to 359,000 vehicles, a 7% year-over-year decline and a 27% drop from last quarter—its lowest level since Q3 2022.

Sales in Europe have fallen by 50%, while China sees a slight decline. The U.S. market remains uncertain but could determine the final numbers.

Analysts suggest the Model Y changeover will be blamed for the decline, though critics argue CEO Elon Musk’s influence is also a factor.

Earnings are expected to suffer, with similar justifications from Tesla.