Key Takeaways Tesla deliveries fell 14% year-over-year in Q2 2025 to 384,122 vehicles, marking a second consecutive quarterly decline . Inventory surged to 129,386 vehicles , with unsold stock now spanning 25+ days globally as production (410,244 units) outpaced sales . Political backlash and Musk-Trump feud intensified , triggering sales slumps in Europe (-45.2%) and China (-18%), while U.S. subsidies face extinction . Robotaxi safety failures emerged during Austin launch, with videos showing traffic violations, contrasting sharply with Waymo’s safety record . Stock rose 4% despite declines as results beat dire predictions of 356,000 deliveries, suggesting investors anticipated worse . Tesla’s Q2 2025 Delivery Results: The Raw Numbers Tesla delivered 384,122 vehicles between April and June 2025. That’s down about 14% from the 443,956 cars it shipped during the same period last year. Production held steady at 410,244 units , almost matching Q2 2024’s ...
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