The
numbers are in for 2025. Did Tesla's vehicle sales 'collapse' as the Musk haters predicted? Not quite. Sales are down 8.6% YoY - not a huge drop, and not unexpected (sales had already flattened in 2024 with a 1.1% decline YoY). The quarterly figures are more illuminating. Q1 and Q2 sales were much lower than 2024 and 2023 (but not 2022) due to being production limited. But Q3 was a record and Q4 was only down due to the EV credit expiring. Not bad considering the increased competition in the EV sector. Stock Titan says:-
Notice what they
are not saying was a factor - people refusing to buy a Tesla because Musk.
OTOH Tesla's battery storage sales went up 113% YoY, so overall they did fine. Unfortunately for the haters, predictions of Tesla's demise were premature. Could still happen though, depending on how well the new products coming online do.
This year the Cybercab and Semi will be released, both of which have the potential for strong sales. The Cybertruck is also finding new international markets, and may even pick up (heh) in the US now that Ford has stopped producing the F-150 Lightning. FSD is now good enough that even skeptics are raving about it, and will probably go fully autonomous in multiple countries during 2026. This alone could dramatically increase Tesla's EV sales.
If there was one product that might be be their undoing it's Optimus, their general purpose autonomous robot. Musk wants to make a million per year, but at present they don't have a 'brain' smart enough to be useful in the wider market. But as others in the industry say 'don't bet against Musk'.
Of course the haters won't accept any of this. They'll still be asserting that Musk is a conman and Tesla is about to collapse throughout this year and the next, breathlessly trumpeting whatever negatively spun news they can find on the company and its products (and if that doesn't work, making up stuff). I expect Musk will continue giving them reasons to foam at the mouth too, at least while Trump's still around. Plenty of entertainment to be had...