Tesla Inc. (Nasdaq: tsla) has I mentioned One of its weakest quarters since 2022, with only 336,681 cars in the first quarter of 2025, with a sharp decrease of 13 % from 386,810 units that were delivered in the same period in the previous year.
This deficiency came much lower than Wall Street’s expectations, and just two days after Tesla concluded the worst quarterly performance in more than two years, where he got 36 % during the first three months of 2025. It is interesting, that online search for the phrase “selling Tesla shares” has risen to the highest level-a sign to escalate the company’s concerns.
Prior to the release predictions draw a more optimistic picture. Predicting market platform Like king expected 356,000 delivery operations, while the estimation of the Bloomberg consensus was higher at 390342, which makes the actual numbers miss the investor’s confidence that was rocked.
Tesla shares initially fell more than 2 % in early trading on April 2 after the delivery report. However, the arrow was recovered later, and the hands changed at $ 283 at the time of the press.
The factory promotions and the political reaction have been struck by Tesla’s performance
Tesla attributed part of the lack of production to changing the Ying model y in all four factories, which led to several weeks of missing production during the first quarter. However, the factory slowdown is only part of the story.
The company’s conflicts exceed production bottlenecks. It seems that the increasing competition and the transformation of the general perception of Elon Musk’s political relations also weighing European Tesla sales. In Germany, the protests on Musk’s alleged association with advanced right -wing groups raised concerns about Tesla’s reputation, which may affect consumer morale.
Tesla works in Europe achieved great success. The EV market share in Tesla in 15 European countries decreased to 9.3 % in the first quarter of 2025, a decrease from 17.9 % a year ago. In Germany, the Tesla share in the market in electric cars decreased to only 4 %, a decrease from 16 %. France and Sweden also published declines for the third month in a row, as Tesla has recorded the worst sales numbers of the first quarter in those countries since 2021.
In China – March’s largest sales on the Tesla market rose to 78,828 cars, a recovery from February 30,688. However, the figure still decreased by 11.5 % on an annual basis, according to data from the China Auto Car Association. Tesla continues to face intense competition in the region from the local EV giants such as BYD, which embodies a greater market share with aggressive prices and highly exemplary passes.
Distinctive image via Shutterstock
