Tesla Q3 2025 financial results and Q&A webcast

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Dream of a monkey!

Their Cybertruck sales have increased a bit, but it's a far cry from their 125k+ capacity at the Texas factory (probably at ~50%). There's still ~5k of excess inventory of the S/X/CT

CT sales increased bc musk bought them for his own companies. No one else wants them.

“Vote for my compensation plan, I want to have control of my robot army” -Elon If I was going to vote yes before, sure as hell not going to now.

Wasn't it around a couple hundred units? Doesn't seem too significant.

Given the recall on the Cybertruck which seems to cover all Cybertrucks sold (the recall is for 63.000, and cover cars made from 2023 to oct 2025) then I doubt they're at 50% capacity at the factory, since that would mean they produce as many in a year as have been sold in total. And nothing indicates the CT would be more popular now than at launch.  The only possibility I see is if the CT deal to Space X was truly massive and not just for CTs in stock but also a large order for more over time.

I'm being generous as their deck doesn't breakdown the specific S/X/CT numbers. But yeah, anyway you cut it the CT has been a big failure

I work for Tesla and I regularly show/sell Cybertrucks. People absolutely want them, they just don’t want to pay $80k for them…so right now it’s niche. If they lowered the price by 10-15k they would sell way more units

I bought one a couple months ago and I love it. But it is absolutely a luxury car and will never sell big numbers at the current price. They need a true 50k version.

This. If they announced that drop I’d be ordering one in a split second. I’ve been looking at the used market and even there the pricing makes absolutely zero sense + the probably 6%+ interest rate

Doesn’t matter. Elon could have bought 3 Cybertrucks and they’ll still say, but didn’t Elon buy a bunch of them to skew the numbers?

Lies. I see them everywhere in my area.

Either that or we get [Claude](https://x.com/arctotherium42/status/1979897120346828950/photo/2), where it valued white people around an order of magnitude lower than other races. (More wokeness from the other AIs [here](https://x.com/arctotherium42/status/1979897120346828950)). No thanks, I'll take Elon's AI.

yeah a few hundred trucks at most isn’t what is moving these numbers lol why lie?

CT has the same problem that killed the VW ID Buzz, costs too much. I had a pre-order on a CT at $49,000.