Tesla has confirmed by its supply report that Cybertruck gross sales have now dropped to ~5,000 models per quarter.
After planning for a manufacturing capability of over 250,000 models per 12 months, Tesla is at present promoting the pickup truck at a charge of ~20,000 models yearly.
What’s going to occur to the automobile program?
Tesla is notoriously opaque with its automobile gross sales. The automaker hides the well being of its automobile applications by bundling a bunch of fashions into classes: Mannequin 3/Y collectively, regardless of each being giant and totally different autos, after which Mannequin S, Mannequin X, Cybertruck and Tesla Semi in a single “different fashions” class.
With the discharge of Tesla’s Q2 2025 supply and manufacturing outcomes, Tesla confirmed the manufacturing of 13,409 “different fashions’ and the supply of 10,394 models.
‘Different fashions’ is now all the way down to lower than half of its peak in 2024, when Tesla was nonetheless benefiting from a backlog of Cybertruck reservations. Nevertheless, gross sales have dropped considerably in 2025, regardless of elevated incentives to purchase the electrical pickup truck, together with entry to the $7,500 tax credit score.
Tesla’s ‘different fashions’ gross sales are actually decrease than they had been in Q1 2023 when Tesla didn’t even have the Cybertruck included within the class.
Mannequin S and Mannequin X gross sales are additionally down, however they’re believed nonetheless to be round 5,000 models based mostly on worldwide information.
This may put Tesla’s Cybertruck deliveries in Q2 2025 at about 5,000 models.
As compared, Ford offered extra F-150 Lightnings with 5,842 models regardless of gross sales dropping 26% year-over-year.
GM can also be now out-selling the Cybertruck with its electrical pickup truck platform, albeit between a number of fashions.
The automaker introduced having deliveries 3,056 Silverado EVs over the past quarter, however it’s also possible to add to that 1,524 GMC Sierra EVs. Moreover, GM confirmed that it delivered 4,508 Hummer EVs, although there’s a mixture of pickup vehicles and SUVs in that.
Electrek’s Take
The true drawback right here is that Tesla arrange manufacturing capability of 250,000 Cybertrucks per 12 months and now operates at lower than 10% capability.
The truth is, it might be worse than that proper now since Tesla seems to nonetheless have 3,000 Cybertrucks in stock within the US.
The automaker has been throttling again manufacturing at Gigafactory Texas to keep away from build up an excessive amount of stock.
At this level, most Tesla shareholders believed the corporate could be promoting 10 occasions extra Cybertrucks per quarter. This underutilized manufacturing line is now proving to be a nasty funding, and one thing must be completed.
I’ve mentioned potential options in my Tesla Secret Grasp Plan (Half 4) article.
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