Troy Teslike

troyteslike.bsky.social

27 May 2025 10:41

Tesla deliveries dropped by just 1.1% in 2024, but I expect a much bigger drop this year. Based on Tesla's performance so far, deliveries in 2025 won’t be down just a few percent.

Troy Teslike

troyteslike.bsky.social

27 May 2025 10:40

5/5 Q2 2024 deliveries were 443,956 units. Subtracting 42,931 puts the threshold at 401,025 units for Q2. If Tesla delivers 401,025 units or fewer, it would signal a very bad result, suggesting they’re on track for a 10% decline in deliveries for the year.

Troy Teslike

troyteslike.bsky.social

27 May 2025 10:40

1/2 Hi everyone. Here’s the current Tesla delivery outlook based on the data so far: Q2 2025: Deliveries are expected to be between 350,000 and 395,000 units, down from 443,956 in Q2 2024. I’ll tweet my final estimate on June 30, two days before Tesla reports the official numbers.

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