Core Viewpoint - Tesla's first-quarter delivery figures are highly anticipated due to concerns over demand, particularly in Europe, where sales have been lower amid boycotts [1][6]. Delivery Estimates - Analysts expect Tesla to report first-quarter deliveries of 377,592 units, which includes 351,893 units of Model 3/Model Y and 21,241 units of other models [2]. - A poll conducted by Tesla influencer Sawyer Merritt indicated that 68.7% of respondents expect deliveries to be 360,000 or less [3][10]. - Troy Teslike predicts Tesla will deliver 355,000 units in the first quarter [4]. Market Predictions - On the prediction platform Kalshi, the odds for deliveries of 310,000 or more and 330,000 or more are at 95% and 94%, respectively. The odds drop significantly for higher figures, with 350,000 deliveries having a 56% likelihood [5]. Year-over-Year Comparison - Tesla reported first-quarter deliveries of 386,810 units last year, indicating that the current estimates may fall short of this figure [6]. Regional Performance - Reports suggest lower-than-expected sales in Europe, while registrations in China have shown improvement, with 20,700 vehicles registered in the last week of March, marking the highest figure for the quarter [7][8]. Brand Perception - Political actions by CEO Elon Musk have negatively impacted Tesla's brand value, leading to polls indicating a decrease in consumer likelihood to purchase Tesla vehicles [9][11]. Stock Performance - Tesla's stock is currently up 3.7% to $268.82, but it has seen a year-to-date decline of 27.5% in 2025, despite a 56.9% increase over the past year [12].