Tesla deliveries fall quarter-on-quarter but exceed analyst expectations
Despite a decline compared to the same quarter last year, which benefited from expiring US subsidies, the carmaker delivered more vehicles than forecast.
Quick Look
- Tesla delivered 486,532 electric cars in the last quarter.
- This represents a two percent decline from the previous year, but exceeded analyst forecasts of 464,000 vehicles.
- The previous year's quarter was distorted by expiring US premiums.
AI-generated summary
Why It Matters
In the third quarter of last year, Tesla deliveries jumped due to the expiration of US tax breaks of $7,500.
A year ago, the closing panic before the end of the US electric car bonus drove up Tesla deliveries. The most recent quarter cannot keep up with this - but went better than expected.
Despite the decline, Tesla sold more vehicles than the market expected.
Austin. Tesla's deliveries fell last quarter - but were above analysts' expectations. The car manufacturer led by tech billionaire Elon Musk delivered 486,532 electric vehicles to customers - around two percent less than a year earlier. Analysts surveyed by the financial service Bloomberg had on average expected just under 464,000 cars to be delivered.
The third quarter of the previous year was characterized by a special economic situation: US President Donald Trump allowed the tax break of $7,500 for the purchase of electric cars to expire at the end of September 2025. In the quarter, Tesla deliveries jumped by 7.4 percent because many interested parties in the USA wanted to take advantage of the bonus. Then, as with other manufacturers, there was a setback. This year, however, Tesla was able to partially expand deliveries.
Musk announced that Tesla would focus on self-driving robotaxis and humanoid robots. At the moment, the money still has to be earned primarily from selling cars.
Open Questions
- How are the margins developing despite the decline in sales?
