German July EV car sales are out. Tesla sold 632 elmobiles, down 62.9%

More room for growth, I rate the stock as buy buy buy!

It keeps going this way and at the end of September the EV rebates and CAFE credits ending. The 4th quarter seems like it’s going to be really bad for them.

How are they going to pay the bills if they cant sell enough cars?

Good news!

more like bye bye bye! :)

Not sure, but the shares are up 10% in the last 5 days.

This is comically sad, no idea what kind of regards are still buying shares and believe in the dreams Elon keeps selling

They wont be for long, something has to give. No sales means no money.

The graph is confusing. the graph is all EV sales in Germany. Key points from the article: \> In July 2025, 48,614 new [electric cars ](https://www.autozeitung.de/elektroautos)were registered in Germany, which is 18.4 percent of all 264,802 [new registrations ](https://www.autozeitung.de/zulassungsstatistik-140455.html)and 58 percent more than in July 2024. \> Not all models benefit from the comeback of the electric boom. Thus, the Tesla Model Y and the Mercedes EQE slip most significantly year-on-year and lose -62.7 and -28.5 percent of new registrations respectively.  \> the only Tesla model in the top 30 vehicles is the Model Y, which is 25th place.

You just lack the vision, its not a sales decline, its just inverted growth. Optimus will drive your car, do your shopping and bang your wife. Its a 10 trillion dollar deal.

>How are they going to pay the bills Elon has a magic trick for this, an innovation like nothing we've ever seen before - - ^^^^^the ^^^^^innovation ^^^^^is ^^^^^not ^^^^^paying ^^^^^the ^^^^^bills

Guys, “model y refresh”

I suppose Elon did Nazi this coming.

"Everybody's waiting for the EU to approve Cybertruck!"

My standard response whenever anybody mentioned Tesla's "exponential sales growth" was that negative numbers can also be exponents.

They have $36 billion in cash on their balance sheet and their operations are still cash flow positive. Even if their revenue went down 20%, they'd increase their cash burn by $4.49 billion/quarter and still have 8 quarters of cash on hand.

They manufacture Model Ys for all of Europe and even the middle East now to make sure the Gigafactory isnt dying. They still invested a ton of money into it so theyre not giving up too fast with it

The Tesla Y refresh incoming might play a role, but the numbers are absolutely devastating for Tesla. Especially when you keep in mind that they dominated the market once against the VW models because of their once shitty software.

Tesla would have had negative cash flow in *Q1* of 2025 if it weren’t for EV tax credits and their revenue continues to trend down. No one is saying they’re in imminent danger of bankruptcy, but the fact that one of the most valuable companies in the world is trading at near 200x earnings despite being close to negative earnings and 3 consecutive quarters of cratering sales is completely insane.

There is no way the car business is cash flow positive, they have 200 dealerships in Europe, selling about 6 cars a week each. The German sales were 1300 in Feb., so sales have fallen another 50% in just 6 months.

Sounds even better in the original Afrikaans

you mean the refresh that has been in production since Q1? how is that going to impact July sales? people not buying it because the CEO is a fascist?

Right? Who’s buying a car when we are just six months away from magic sex robots that do all the work for us and turn into cars when necessary?

When have car sales ever mattered for this manufacturer?

My best guess is soon enough we’ll see huge sales of cars to a subsidiary company to be used as Robotaxis, or instead of selling cars, building cars to be used as robotaxis.

it actually says 637 ;)

he is also using his other companies (xAI and Boring company) to funnel money to telsa

The fact that 5 extra cars doesn't round down to 0 percent is actually not a great sign for the company

> You just lack the vision, its not a sales decline, its just inverted growth. Ahh, the old reverse funnel system.

How can they sell enough cars if they can’t pay the bills?

> They have $36 billion in cash on their balance sheet and their operations are still cash flow positive. So they say, yet they're paying ~120 days out and we're hearing that their new contracts are pushing Net 270 terms. >Even if their revenue went down 20%, they'd increase their cash burn by $4.49 billion/quarter and still have 8 quarters of cash on hand. Assuming they actually have $36B on hand.

Tesla shares are like Bitcoin, it's a vehicle for pure speculation. Except Tesla can actually go bankrupt.

Tesla stock up 20% by the end of the week with the executive exodus and cratering sales.

I love it !!! The fall of Elon Musk will be one of the best things to watch. Can’t wait for the biopic !

yup, that's Elon's offramp for Tesla Inc

632 too many.

Tesla saw 53 sales per month in a large, prosperous, climate conscious country.

You had me at bang my wife. Dirty job.

AFAICT CAFE/ZEV credit trading ended with the EPA CRA in June and was double-tapped by the OBBB on July 4. Opinions differ on this though, but Elon was certainly freaking out about something in June.

Do either of those make money?

no but they can take out loans

The brand-new Model Y refresh is currently available on 0.99% loan deals with delivery times under a month in Germany. They're sitting on massive inventory and are desperate to sell. To the point where they won't commit to an actual loaner for my service appointment and instead keep pushing for "a test drive with one of our new models for a few hours!" That whole company is a shitshow of the highest order and I can't wait for the bubble to finally burst.

*They're retooling production lines, you will see the numbers any moment now*

It's a meme stock. Underlined value does not matter.

See Tesla isn’t a car company. So you can’t judge their performance on car sales. Only vibes. And right now the vibes are booming!

Elmo did say it’s not a car company. I’m not sure I buy that but I’d agree it’s not much of a career company.

They’ve always made more money selling stock than selling cars.

Seriously, WHO IS BUYING THIS SHIT NOW??

IIRC he wants to do it the other way, use Tesla equity to buy out xAI.

Tesla used to be at the top of my list, when I get my next car. With regret, now it is a no, without totally compelling reasons. I'll still look at it for comparison purposes, but it is hard to imagine some combination of features I want that competitors don't have plus very substantially lower price and longer warranty to get me to choose to buy one. Musk is a compelling reason to look elsewhere.

Spread across 30 odd dealerships.

Sounds sustainable

They shouldn’t be, but Tesla’s share price isn’t based on reality and hasn’t been for quite a while.

Don't forget that it will be a free cash machine for you, as it is generating big Robotaxi income during the times you aren't getting driven around yourself.

This is not a problem if you sell imaginary products.

The lower it goes the more room it has to grow

Are you in Germany? And what is the publics opinion about him and Tesla?

That's already happening.

Short, short, short!

In Europe, nobody wants a Swazticar. Gee....I wonder why?

So Optimus is being designed to replace gardeners. Amazing.

Is the chart wrong? it shows they sold more in July than 2024.

Serious question. I wonder how much of that 36B is committed to supporting zero % financing? I assume a lot of that is notes payable on car sales. If a lot, then if it does start to drain, that will impact the ability to offer discount financing.

Yeah Tesla has like 30B of cash on hand. I am skeptical of Tesla on most things but don't think they are doing basic accounting fraud on that. They had a few years of 10B profits so it makes sense. I think the next two years TSLA will make under a few B a year, and they will buy xAI to give them a growth narrative again.

Lady Chatterly’s Self-Driver

Tesla is not just a car company

more like redrawing parking lines

will sex robots also have safety monitors?

absolutely the same for me. previously I was opened to the idea of owning Tesla as it was some sort of iPhone, but not anymore. No matter the remaining advantages Tesla might have (entertainment system?), it is not a good reason any more supporting this nazi douchebag

Sweet. That oughta be good for a $20 billion price increase in the stock

And the stock skyrockets

Great. So each dealership sells around 2 cars a month! Wow!

Musk has the perfect business strategy: you don't have bills if you burn the bills.

632 cars? In an entire country? I feel like I could have sold that many cars in July if you gave me a whole country to do it in. Meanwhile, the stock is up 10% over the past week. Because of course it is.

Lol, even if it did, you would need a trucking permit to operate one. Cyberdump can’t be classified as a passenger vehicle, which 90% of European drivers are certified for.

Most woke up. Tesla once was innovative. Good cars, OKish price, sometimes quality issues. Nowadays the cars are partly outdated. Elmo does radical things which are only accepted by a minority and most think his behavior is not bearable. The result you see in numbers. A lot of people would never buy a Tesla again as he left burned ground. Gladly there are so many alternatives to Tesla now.

Yeah, we let anybody who can fog up a mirror drive anything up to ~25 000 kg, as long as it doesn’t have air brakes.  It goes a long way toward explaining our traffic deaths per distance ratio.

Aaaaaaaaany moment…

I think if you polled people around the world on their desire to buy American products it’s likely less than a year ago, Trump is not helping and neither is Elon

The insanity of some people in those subreddits who watched him do a Nazi salute and then blamed the immediate sales drop on the refresh was wildly comical.

Tesla sales down 62.9%, makes me so happy

They will do what GameStop and AMC do, dilute shares. There are no consequences, meme stock investors are actually that stupid and they will keep buying them.

Sustainable like gambling on 3 card monte

At some point with sufficiently large numbers you get integer overflows

Do you mean underlying value?

Read the article. That's all German EV sales, which are up.

Shaking my fist at autocorrect.

"Three Holes Safe" ™

The old Yellow Cab trick.

VW is selling, what, 5, 6 times more cars than Tesla in Germany now? And there's the rest of the VW group, and both BMW and Mercedes are outselling them. Heck, Renault is outselling Tesla. Tesla is **so** fucked un Germany. And it took, what, one ~~naughty salute~~year...? Leon is a fucking moron, is what he is...

TSLA has no connection to the real world. It's a meme stock. It doesn't follow market rules.

It's funny because Tesla influencers keep talking how legacy automakers are in trouble and they will never catch up to Tesla. In reality they not only caught up, they left Tesla in the rearview mirror. 25th spot is just abysmally bad. VW that they love to laugh at has top 3 models. Obviously Germany will be biased for German brands but even considering that those numbers are horrendous for Tesla.

They are selling quite OK in other regions. Elmo said in an interview that EU sales are not that significant in Tesla's operations. They are a minority. Last month, for the first time since 1.5 years the sales in China increased. At the same time, they started shipping Model Ys from the Berlin factory to Canada to bypass the tariffs. Canada sales should be up in August because the price dropped something like 20K. Similarly, Berlin factory is shipping bucket loads of Model Ys to Turkey due to weird tax regulations of Turkey. People are writing bots to buy a Tesla online because of limited availability. I think they open 300 slots every night and people are complaining why the number is not higher. So, I am happy that Elmo's sales in the EU are suffering thanks to his stupidity but does it actually affect Tesla in general? I am on the fence for that...

Over here (Germany), at least in my bubble, US products today are perceived very similar to chinese products, i.e. at "try to avoid if possible and convenient, but it's okay to buy" level. That is not a great image, and certainly far worse than the image they had a couple of years ago, but it's not a death sentence. Tesla on the other hand is a different story. Tesla as a brand has an extremely poor image now, and that is unique to them. Most people still would by a Ford, but not a Tesla.

Nobody in Canada is buying a Tesla, sales have dropped 90%. Canada hates Elmo.

“It was never about cars it was about AI and Robotaxi.” “It was never about robotaxi, it was about robots!” “It was never about robots, ‘insert new musk lie here’.” lol

Nothing else Elmo says is true, why do you think he really has 30B cash on hand? When they are carrying 14 billion in debt. 2/3 of it incurred in the last year.

Inhabiting Mars with robots?

I'm more surprised it sold 600 Tesla and only down 62%. Should be 1 sold and down 99% when it comes to Germany.

I mean they are Germans; making things convoluted is in their blood.

Robot powered fast food restaurant on Mars.

It's especially egregious because Tesla isn't just competing with itself anymore. I'm not so optimistic about my fellow man that I think every person who has dropped Tesla would have done so if they were still the only game in town. But now, you have other options, many of them better, and Elon is still a big'ol D-Head. Makes the sacrifice a lot easier.

Tesla rises 20% on positive German sales numbers. Lolz 😂

TESLA is hard branded by Musk, but also just not seen as innovative anymore. Yes FSD migh be great, but it's not a thing people actually can buy, so their cars are just "not great".

Turns out, software also just matters a lot less to the average customer in the end. Most people get in their car, connect their phones and drive. They VERY rarely do anything else.

VW sells 5-6 times as many ID.3s alone.

Tesla should rename their cars and use a neutral brand representative - only way to rescue the image

In general The cars are seen as mediocre at best. Reality has overtaken the hype after so many are on the road. One big thing they have to content with here is service. People are used to vast dealer networks and third-party repair shops for the European legacy brands. It's seen as backwards to have to wait WEEKS for simple services, driving 100+ kilometers to the nearest shop, not being able to talk to someone (everything in-App) and have to argue with the reps for simple shit like a loaner car for the service duration.

EV credits are dead in the US now, too. That's over $1B of expected revenue this year gone.