Tesla Vehicle Deliveries Shrank 13% Last Quarter — A Historic Decline As Elon Musk's Troubles Mount

Core Insights - Tesla reported vehicle deliveries of 384,122 in Q2, falling short of Wall Street's expectations of 387,000 [1] - This represents a 13% decline compared to Q2 2024, marking the largest year-over-year drop in vehicle deliveries on record [2][4] - The decline in sales coincides with Elon Musk's deteriorating relationship with former ally Donald Trump, which has negatively impacted Tesla's popularity [3][6] Sales Performance - Tesla's vehicle deliveries decreased by 13% from the first half of 2023 to the same period in 2025 [4] - The company has experienced a decline in new car registrations in Europe and significant drops in key markets like China and California [6] Management Changes - Elon Musk fired the head of North America and Europe operations, Omead Afshar, and will now directly oversee sales in these regions [5] Upcoming Financials - Tesla is set to report Q2 earnings on July 23, with forecasts indicating a 15% year-over-year decline in earnings per share to $0.44 and a 12% drop in revenue to $22.8 billion [7]