Tesla delivered 336,681 vehicles in Q1, almost 60k below the analyst consensus estimate. Just as importantly, they produced more than 30k vehicles more than they delivered, even with a week off for Model Y changeover.
They are on the back foot, and bleeding. Let's goo!
ir.tesla.com/press-releas...
ir.tesla.com
Tesla First Quarter 2025 Production, Deliveries & Deployments
AUSTIN, Texas, April 2, 2025 – In the first quarter, we produced over 362,000 vehicles, delivered over 336,000 vehicles and deployed 10.4 GWh of energy storage products.
