Tesla has confirmed by means of its supply report that Cybertruck gross sales have now dropped to ~5,000 models per quarter.
After planning for a manufacturing capability of over 250,000 models per yr, Tesla is presently promoting the pickup truck at a price of ~20,000 models yearly.
What is going to occur to the car program?
Tesla is notoriously opaque with its car gross sales. The automaker hides the well being of its car applications by bundling a bunch of fashions into classes: Mannequin 3/Y collectively, regardless of each being giant and completely different automobiles, after which Mannequin S, Mannequin X, Cybertruck and Tesla Semi in a single “different fashions” class.
With the discharge of Tesla’s Q2 2025 supply and manufacturing outcomes, Tesla confirmed the manufacturing of 13,409 “different fashions’ and the supply of 10,394 models.
‘Different fashions’ is now right down to lower than half of its peak in 2024, when Tesla was nonetheless benefiting from a backlog of Cybertruck reservations. Nevertheless, gross sales have dropped considerably in 2025, regardless of elevated incentives to purchase the electrical pickup truck, together with entry to the $7,500 tax credit score.
Tesla’s ‘different fashions’ gross sales at the moment are decrease than they have been in Q1 2023 when Tesla didn’t even have the Cybertruck included within the class.
Mannequin S and Mannequin X gross sales are additionally down, however they’re believed nonetheless to be round 5,000 models primarily based on worldwide knowledge.
This is able to put Tesla’s Cybertruck deliveries in Q2 2025 at about 5,000 models.
As compared, Ford bought extra F-150 Lightnings with 5,842 models regardless of gross sales dropping 26% year-over-year.
GM can be now out-selling the Cybertruck with its electrical pickup truck platform, albeit between a number of fashions.
The automaker introduced having deliveries 3,056 Silverado EVs over the last quarter, however you too can add to that 1,524 GMC Sierra EVs. Moreover, GM confirmed that it delivered 4,508 Hummer EVs, although there’s a mixture of pickup vehicles and SUVs in that.
Electrek’s Take
The actual drawback right here is that Tesla arrange manufacturing capability of 250,000 Cybertrucks per yr and now operates at lower than 10% capability.
In actual fact, it could possibly be worse than that proper now since Tesla seems to nonetheless have 3,000 Cybertrucks in stock within the US.
The automaker has been throttling again manufacturing at Gigafactory Texas to keep away from build up an excessive amount of stock.
At this level, most Tesla shareholders believed the corporate can be promoting 10 instances extra Cybertrucks per quarter. This underutilized manufacturing line is now proving to be a nasty funding, and one thing must be performed.
I’ve mentioned potential options in my Tesla Secret Grasp Plan (Half 4) article.
