Tesla reports 418,227 deliveries for the fourth quarter, down 16%

Core Insights - Tesla is recalling nearly all vehicles sold in the US due to a defect in the Autopilot system identified by the National Highway Traffic Safety Administration [1] - Tesla's Q4 2025 vehicle production and deliveries report showed a slight increase in shares by about 2% following the release of the numbers [1] Delivery and Production Numbers - Wall Street had estimated 426,000 deliveries for Q4 2025, while Tesla's own consensus indicated a 15% drop from the previous year to 422,850 vehicles [2] - Total deliveries for Q4 2025 were reported at 418,227, which is approximately 16% lower than the 495,570 deliveries in Q4 2024 [3][5] - Total production for Q4 2025 was 434,358 vehicles, reflecting a 5.5% decrease from the previous year when production was 459,445 vehicles [3][5] Competitive Landscape - Tesla is facing increased competition in the electric vehicle market from companies such as BYD from China, Kia and Hyundai from South Korea, and Volkswagen in Europe [3] Energy Business Performance - In the energy sector, Tesla deployed 14.2 gigawatt hours (GWh) of battery energy storage products in Q4 2025, an increase from 12.5 GWh in the previous period [4]