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Insider

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4 takeaways from Tesla's latest sales report

  • Tesla delivered 384,000 vehicles in the second quarter, marking a 13.5% decline.
  • Despite the drop, Wall Street remains optimistic about Tesla's future prospects.
  • To return to growth, Tesla would need to deliver over a million vehicles in 2025.

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Mensjournal

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Elon Musk's Tesla Dominating in Country on Forefront of Car Revolution

  • Norway leads globally in electric vehicle (EV) adoption with 89.3% of new car sales being battery electric vehicles in Q3 of 2024.
  • The trend of EV popularity in Norway continues to rise, with 96.9% of cars registered in June 2025 being EVs.
  • Tesla dominated the Norwegian market in June 2025, capturing a 30.7% market share as the best-selling car brand, with the Model Y leading the sales.
  • Other top-selling EV brands in Norway included Volkswagen, Volvo, Toyota, and BMW, with Tesla's Model 3 and BYD Sealion 7 also making the list.

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The latest Musk-Trump feud is a 'nail in the coffin' moment for Tesla, investor Ross Gerber says

  • Investor Ross Gerber believes Elon Musk's feud with President Donald Trump could be detrimental to Tesla, calling it a 'nail in the coffin' moment for the company.
  • Gerber has already sold most of his personal stake in Tesla amid concerns over the company's challenges, including weak vehicle deliveries and a high valuation.
  • Elon Musk's renewed conflict with Trump over the GOP budget bill has caused Tesla shares to drop, adding to the existing pressures faced by the company.
  • Gerber predicts Tesla's stock could decline by as much as 50% if the market reevaluates the company, citing concerns about the business units, high valuation, and market sentiment.

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Teslarati

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Tesla begins expanding Robotaxi access: here’s how you can ride

  • Tesla has expanded Robotaxi access to Austin, Texas, after a successful launch in late June.
  • Several Austin-area residents are now receiving invitations to test out the driverless platform.
  • More people are being invited to join the Early Access Program in Austin to provide stable data for testing.
  • Tesla aims to gather more data and eventually phase out Safety Monitors as the service progresses.

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TechCrunch

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Tesla’s energy storage business gets sucked into the company’s downward spiral

  • Tesla's energy storage business, a previous bright spot, saw a decline in deployments for the second consecutive quarter, installing 9.6 GWh in Q2 compared to 11 GWh in Q4 2024.
  • The energy storage division had been a consistent growth area for Tesla but faced challenges in 2021, hinting at an end to its streak of revenue growth.
  • Overall energy storage market growth remains strong, with new installations hitting record highs, but potential challenges loom due to tariffs and legislative impacts.
  • Possible restrictions on foreign-sourced materials could impact battery storage installations, as most battery minerals are refined in China, raising concerns about claiming tax credits in the future.

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Teslarati

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Tesla analyst issues stern warning to investors: forget Trump-Musk feud

  • Tesla analyst Gene Munster advised investors to focus on Tesla's progress in autonomy rather than the feud between Elon Musk and President Trump.
  • Munster emphasized that Tesla's advancements in autonomy are crucial for investors and outweigh any short-term disagreements between Musk and Trump.
  • Other analysts like Dan Ives and Cathie Wood also expressed similar sentiments, believing that the political tension between Musk and Trump will eventually pass.
  • Despite the public feud over a government bill, Tesla's focus on autonomy and the recent launch of its Robotaxi platform in Austin indicate long-term success for the company.

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Teslarati

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Tesla surges following better-than-expected delivery report

  • Tesla's stock surged over four percent following a better-than-expected delivery report, where the company delivered 384,122 vehicles in Q2, almost meeting Wall Street's predictions of 385,000 cars.
  • Despite concerns over production pauses at Gigafactory Texas and new Model Y configuration, Tesla's shares were up about 4.5 percent by noon on the East Coast.
  • Analysts believe Tesla is on track to match its past delivery numbers and note optimism around CEO Elon Musk's commitment to the company's growth.
  • It is anticipated that Tesla could see accelerated growth in the coming years, with the focus on autonomous technology and robotics driving future valuation.

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Guardian

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Tesla vehicle deliveries drop sharply as Musk backlash affects demand

  • Tesla reported a significant drop in quarterly deliveries, with 384,122 vehicles delivered in the second quarter, down 13.5% from the previous year.
  • Analysts had expected higher delivery numbers, with Tesla's stock falling amid concerns over brand damage in Europe and the US due to Elon Musk's political stance.
  • The decline in deliveries comes despite efforts to boost demand, such as refreshing the Model Y crossover, but production halts and delays impacted sales.
  • While Tesla aims to introduce a cheaper model and return to growth, Wall Street anticipates a second consecutive annual sales decline, making it a challenging goal for the company.

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Teslarati

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Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage

  • Tesla delivered over 384,000 vehicles and deployed 9.6 GWh in energy storage in Q2 2025.
  • The quarter saw 410,244 vehicle production, with Model 3/Y dominating output.
  • The 9.6 GWh energy storage deployment is one of Tesla's highest, highlighting strength in the Megapack and Powerwall segments.
  • Tesla will share its full Q2 2025 earnings results soon, with expectations for inquiries regarding ongoing projects like Model Y ramp and FSD expansion.

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TechCrunch

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Tesla faces second straight year of falling sales after another bad quarter

  • Tesla delivered 384,122 vehicles in Q2, marking a 13.5% decrease from the same period in 2022.
  • This makes it likely for Tesla to experience declining sales for the second consecutive year, despite previous growth aspirations.
  • The tough Q2 follows the company's worst delivery quarter in over two years in Q1, attributed partially to production line shutdowns.
  • Tesla has taken various measures to boost sales, including price reductions and upgrades to models like the Model Y, while hinting at more affordable models in the works.

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Insider

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Tesla's delivery numbers are out — and they're just as bad as Wall Street predicted

  • Tesla delivered 384,000 EVs in the second quarter, falling short of analysts' expectations.
  • The delivery numbers represent a year-over-year decrease of 13.5%. It is the biggest quarterly decline in Tesla's history.
  • Tesla faced challenges in the first quarter and a global sales slump amidst backlash over Elon Musk's political involvement.
  • Despite the decline, Tesla's stock rose by 3% after the announcement of the delivery report.

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Teslarati

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Tesla China breaks 8-month slump by selling 71,599 vehicles wholesale in June

  • Tesla China sold 71,599 vehicles wholesale in June 2025, marking a 0.83% increase from June 2024.
  • The June figures reversed an 8-month slump in year-over-year declines for Tesla in China.
  • Tesla's second-quarter sales in China totaled 191,720 units, showing a sequential improvement from the first quarter.
  • Tesla faces competition in China's EV market from local brands like Xiaomi, which have seen success with models like the YU7 electric SUV.

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Evannex

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Tesla Is Testing Virtual Supercharger Lines

  • Tesla is testing virtual Supercharger queues to allow drivers to wait for a spot without physically being at the station.
  • This new feature aims to reduce tension and confusion at busy Superchargers, especially during peak travel times.
  • Drivers can join the virtual queue through the Tesla app or in-car screen, receive real-time updates, and be guided to a specific charging stall when it's their turn.
  • While currently in the pilot phase, Tesla hopes this system will enhance the charging experience and make it smoother and fairer for EV drivers.

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Evannex

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Tesla teases the 7-seat Model Y Juniper in an email to customers

  • Tesla sent an email hinting at a 7-seat Model Y called Juniper to existing customers and subscribers.
  • The email hinted at a 7-seat variant with long range and ample space for gear, despite the current Model Y offering only seating for 5.
  • Tesla had previously announced a 7-seat Model Y configuration, but production was limited; now, with struggling sales in 2025, the 7-seat variant may be released sooner to boost sales.
  • The potential launch of the 7-seat Model Y reflects Tesla's efforts to increase sales amid a decline and may be a strategic move to recover from recent sales slumps.

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CarExpert

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Tesla posts best Australian sales in 12 months

  • Tesla delivered 4589 vehicles in Australia in June, its highest for new-vehicle registrations this year.
  • Tesla's deliveries in June were down 2.0% compared to June 2024 but up compared to May 2025.
  • Model 3 sales were down, impacting Tesla's overall deliveries, while Model Y sales saw a 19% increase year-on-year.
  • Despite the overall dip in deliveries from January to June, the Model Y is helping Tesla maintain its position as Australia's top-selling EV.

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