📊 Q2 2025 Deliveries & Production
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Tesla reported 384,122 vehicle deliveries in Q2 2025—a 13.5% drop from 443,956 a year earlier—slightly below analyst estimates (around 394K), but stock barely dipped due to it being better than feared (thedriven.io, investors.com).
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Production totaled 410,244 vehicles, resulting in a ~25K unit inventory buildup (electrek.co).
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Energy storage deployments hit 9.6 GWh, flat YoY (businesswire.com).
🌍 Market Performance by Region
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China saw a slight rebound with June sales up 0.8% YoY to 71,599 units, ending an eight-month slump, fueled by the refreshed Model Y (evxl.co).
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In Europe, Model Y revamp helped lift sales in Norway, Spain, and Portugal (reuters.com).
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However, overall competition remains intense, with China’s BYD and soon Xiaomi (YU7 “Model Y killer”) entering that price-performance battle (investors.com).
🤖 Robotaxi & Autonomy
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Tesla has launched its robotaxi service in Austin (June 22), offering Model Y rides with safety monitors—part of a broader plan to scale to 12 cities by 2025 (en.wikipedia.org).
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Mixed early reviews—some praise smooth rides, others note incidents and interruptions—have attracted federal scrutiny .
🗳️ Political & PR Turmoil
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Tesla shares slid ~5% recently after a flurry of political tensions:
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A Trump vs. Musk feud erupted over government subsidies, with Trump openly criticizing Musk’s federal support (businessinsider.com).
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This drama exacerbates concerns surrounding Tesla Takedown protests and Tesla vandalism across multiple countries (en.wikipedia.org).
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📈 Stock Reaction & Analyst Views
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Despite declining deliveries, TSLA stock jumped ~4–5% following the Q2 report—it beat the worst-case forecasts (investors.com).
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Still, shares remain ~38% below 52-week highs amid volatility from competition and geopolitical headwinds (marketwatch.com).
✅ Summary
Tesla’s Q2 showed stabilizing yet challenging trends:
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Deliveries fell, but fewer than feared.
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Model Y refresh helped in key markets.
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Amazon-scale robotaxi trial is underway—but still early.
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Political pressure and growing competition present major threats.
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Stock reaction reflected cautious optimism despite ongoing risks.
Looking ahead:
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Financial figures (earnings, margins, guidance) will be officially released July 23 via Tesla’s Investor Relations webcast (thetimes.co.uk, en.wikipedia.org, axios.com, finance.yahoo.com, businesswire.com).
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Robotaxi expansion and competition from rivals like BYD, Xiaomi, and European EV makers will be key dynamics.
Would you like a deep dive into any specific area—robotaxi tech, regional market data, strategic outlook, or something else?
