Here's how much Tesla's deliveries fell in Q1 2025

Core Insights - Tesla Inc. reported a significant decline in vehicle deliveries for Q1 2025, with only 336,681 units delivered, marking a 13% decrease from 386,810 units in the same quarter of the previous year [1] - The delivery figures fell short of Wall Street expectations, contributing to a 36% drop in Tesla's stock over the first three months of 2025, leading to increased concerns among investors [2][3] Production and Performance Challenges - The production shortfall was partly attributed to the transition of Model Y production lines across all factories, resulting in several weeks of lost output during Q1 [7] - Tesla's performance issues are compounded by increasing competition and negative public perception related to Elon Musk's political affiliations, particularly affecting sales in Europe [8] Market Share Decline - Tesla's electric vehicle market share in 15 European countries plummeted to 9.3% in Q1 2025, down from 17.9% a year earlier, with Germany seeing a drastic drop in market share for battery electric vehicles to 4% from 16% [9] - Sales in France and Sweden also declined for the third consecutive month, with Tesla experiencing its worst Q1 sales figures in these countries since 2021 [9] Regional Sales Performance - In China, Tesla's largest overseas market, March sales rebounded to 78,828 vehicles from February's 30,688, but still represented an 11.5% year-over-year decline, facing stiff competition from domestic EV manufacturers like BYD [10]