Tesla's retrenchment means major product issues in the US, Cybertruck dead weight


Tesla's biggest delivery means that Automaker has major product problems than expected in the US, and cybertruck cannot be seen.

Worse than anyone who was expected.

Tesla has brought a few cars in Q1 2025 compared to Q1 2024.

The results were much less than a quarter expectation. Analysts expect the delivery of strong stabilitates in China and the US, when they see Tesla is reduced by 30,000 units in Europe.

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In general registration details available in Europe and China, we have a good look in those markets. The commentators were right, with a slight quarter in China and the floor of 30,000 units in Europe, and other countries will still report.

This means that disappointing results are from the US.

Teslla may have moved 20,000 meters in US quarter than before. Automaker blows that in Model Y Changever, the Truth in part, but more continued.

On Q1 2024, Tesla traveled in model 3 Change 3 and Tessela managed to bring its new model y day as a new order at the end of March in the US. This will point to providing comprehensive types of Tesla.

However, Automaker still sells only long distance AWD Launch Launch Launch of ODD for the Model Y in the US. The most important test will be the case of a quarter and Q3 when Tsla begins to sell cheap versions and finish the requirement for the past few months.

Tesla Cybersuck is a dead weight

Teska Super Opaque by the vehicle delivering. Automaker refuses to contemplify each model, making it difficult to track the lives of each model.

Anbles Model 3 and model y together, and all other models in one category:

Product Delivering It depends on leasing fees
Model 3 / y 345,454 323,800 4%
Some models 17,161 12,881 7%
Entire 362,615 336,681 4%

The “Other Models” includes model s, model x, cybersuck, and Tesla semi is being taken.

This results in 12,881 “Some other examples of” delivering delivery are very disappointing Tesla.

Comparison, under 24% compared to Q1 2024 when Tsla represents cybersuck production. It is also reduced 44% compared to Q4 2024 when the section is almost completely created by model s and model. Delivery.

This will point to the ETSLA to bring between 5,000-8,000 cyberustrucks in Q1 2025 – to the functioning of model S / X functionality, which is expected to be below. It will mark the third quarter to the drop of electricity truck, is the end of the year.

In addition, the lower cyberrack delivery comes as Tesla has introduced new resources to the truck in 2025 and received access to the tax credit for $ 7,500 in electric vehicles in electric vehicles.

Tesla now has problems selling cyberrucks at 40,000 a year, where Tsla prepares 250,000 units per year, and CEO in Lon Musk said he could reach 500,000 units a year.

We reported yesterday that Tesla seated over $ 200 million Cyberruck inventory in the US.

Electrel's taking

These are bad consequences, but the market has not yet misunderstood. You cannot blame everything in Model y Changerover. Yes, it is the impact, but people forget that about the same time last year, Tesla also traveled in model 3 change, and now, model 3 is boiled.

This should sound a warning.

Cybertruck is the full dud according to volume, even services.

Now, Tesla's hope is only in the models of model y, which I expect that Tesla will introduce a few days.

They will help, there is no doubt, but I think people need to consider the impact of Tesla products because of Elon Musk.

In China, Tesla has already had those models available, and it has already launched 0% money to sell. That is equivalent to $ 2,000 discount.

It will be interesting to see how long Tsla has added after those US models, it will also have to present 0%. It will give us a good idea how famous model y Testla's home market.

Automaker needs to be popular because Europe is a mortal of Tesla, and is released from China for competition.

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