← Back to topic list

Tesla’s Q4: millions of charges and a whole lot of fries.

Kind-Age8264 | 2026-01-02 04:01 | 372 views

In Q4 2025, Tesla reported 52 million charging sessions, a 29% increase from last year. On average, that’s 565,000 charges per day. Tesla also said customers ordered more than 83,000 fries, earning $373k at the Tesla Diner.

Comments (55)
flyeaglesfly_4133 2026-01-02 05:10

Next referral promo will include free fries.

Trezker 2026-01-02 05:26

Will Tesla disrupt the fast food market?! I don't go for fast food much lately. Haven't been to a Mcdonalds in years... Abundant sustainable fast food!

Lumpy-Strawberry9138 2026-01-02 06:12

How much is an order of Tesla fries? 🍟

[deleted] 2026-01-02 06:22

[removed]

Quin1617 2026-01-02 06:32

Being that the diner is in Cali probably 10 bucks.

myurr 2026-01-02 07:15

Can people really not divide $373k by 83,000?

michoudi 2026-01-02 08:31

Too much work.

AdvantagePractical31 2026-01-02 08:32

Sustainability is no longer part of the mission btw

Noctew 2026-01-02 09:00

Triggered by 810 M L and 3.3 B kg. When you‘re using SI units instead of imperial „dozen cups per fortnignt“ please do it right: liters are abbreviated with a small „l“ and no space between the „M“ (mega) prefix and the unit. 3.3 B kg…that‘s 3.3 Tg (teragram), or 3.3 megatons if you prefer.

TheTimeIsChow 2026-01-02 09:55

It’s a diner. It’s not fast food.

Trezker 2026-01-02 10:11

Whoops, brain wasn't working at full capacity.

No-Bicycle-7660 2026-01-02 11:21

More interested in seeing their detailed Q4 sales figures by country / region than charging ...

[deleted] 2026-01-02 12:23

How many cars did they sell? Isn’t the most important number missing

Al-Knigge 2026-01-02 12:41

Yes, in two weeks.

tempting_the_gods 2026-01-02 13:36

This appears to be focused on charging stats (other than the fries thrown in for fun). I’m sure car deliveries for Q4, ended just two days ago, are still being calculated.

Warbird01 2026-01-02 13:58

Four fitty

model333 2026-01-02 14:14

Down 16%. 2nd consecutive year of a drop in sales. But yeah, great fries. lol

Skylake1987 2026-01-02 14:14

418k

buergidunitz107 2026-01-02 14:42

They're up on Tesla Investor Relations now

rainer_d 2026-01-02 14:53

If it sells fries and burgers, it’s a fast food joint. Regardless of any fancy name you give the thing.

Suitable_Switch5242 2026-01-02 15:00

https://ir.tesla.com/press-release/tesla-fourth-quarter-2025-production-deliveries-deployments Q4 2025 deliveries: 418,227 Q4 2024 deliveries: 495,570 Q4 2023 deliveries: 484,507

alphatangolima 2026-01-02 15:39

Nerd.

Quin1617 2026-01-02 15:44

I was just making a joke about how expensive everything is in Cali. Also, that would be $4.49.

NerdyGuy117 2026-01-02 15:46

Can they show how many stalls non-Tesla vehicles have blocked? Lol

tempting_the_gods 2026-01-02 16:30

Thanks! I just took a look. 16% decline. I expected a decline, but this seems like a big one. Coming off the incentives cut in Q3, I’m not terribly surprised, but the market will be closely watching the next few quarters to see if it normalizes after the US incentives.

Big-Problem7372 2026-01-02 16:32

Not important, they're not a car company. Apparently they're a fast food company, or something.

No-Bicycle-7660 2026-01-02 17:45

Now let's wait to see by region ... if Q3 trend continues they're basically dead in China, and heading that way in Europe.

PizzaStack 2026-01-02 19:37

Yeah the inconsistency here is very annoying. Especially as they also us "k" and "Tera".. Why randomly switch to million and billion?

Apsis 2026-01-02 19:45

>megatons megatonnes

buergidunitz107 2026-01-02 20:00

And realistically they're sales at lower selling prices. So margins are going to suffer even more. Lucky that Tesla has a robot army now...

EnvironmentClear4511 2026-01-02 20:33

1.4 trillion dollar company bragging about a couple hundred thousand in french fry sales.

Testaccount105 2026-01-02 20:38

because its a ~~tech~~fries company not a simple car manufakture

ChunkyThePotato 2026-01-03 00:08

What are you talking about? Their sales in China are really strong: https://x.com/piloly/status/1998040672973021484

ChunkyThePotato 2026-01-03 00:10

It's just one fun stat on a page of several important stats. Lighten up.

AndrewNeo 2026-01-03 00:14

that's not that that means like, at all, 0%

bobsil1 2026-01-03 01:40

Fast food originally meant the burger and fries you ordered were no longer slow

pSyChO_aSyLuM 2026-01-03 01:43

8.8% of 37.2% BEV penetration is "really strong"?

ChunkyThePotato 2026-01-03 01:54

Considering Model Y is the best-selling vehicle of any kind in China (competing against much cheaper cars), I'd say that's really strong. His comment also implied that Tesla's sales in China are dropping massively and trending towards zero, which couldn't be further from the truth. Their sales are near record levels.

SpicyElixer 2026-01-03 01:57

People invested in a high PE (310 lol) company looking for growth numbers, instead got declining numbers (again), and “fun” stats. *Everyone needs to always be cheerful though* Anyhow I think the person you were replying to was being “light.” They were pointing out something funny.

ChunkyThePotato 2026-01-03 02:06

Tesla stock is near record highs right now, so basically all investors have made money. So what are you talking about? Not that I have any sympathy for failed gamblers anyway. It's just not even relevant in this case.

SpicyElixer 2026-01-03 02:07

100%. It has no sit down service. You order from an app or a kiosk. It’s burgers and fries. It’s a fast food joint by every definition. It’s a truck stop for EVs. Diners have servers who take your orders. Been there to charge twice. Second time I went across the street to El Chido and got a legit meal for much cheaper.

Negative-Cook-5958 2026-01-03 07:50

Yes, that's the total yearly energy consumption of Malawi

jwegener 2026-01-03 08:00

https://www.wired.com/story/byd-trounces-tesla-in-ev-sales-for-the-first-time/ Isn’t BYD outselling it? How can Tesla be the best selling?

No-Bicycle-7660 2026-01-03 11:02

They were in 11th place for November BEV sales in China. Probably fallen further in December.

[deleted] 2026-01-03 18:22

Super cool stats but Elon is making Tesla wack asf

buergidunitz107 2026-01-03 22:51

Don't they only sell the 3 and the Y in China now? Hard to compete with makers with a full line up,no?

Harotsa 2026-01-04 01:25

So the previous poster mentioned that the Tesla Model Y was the best selling vehicle in China, not that Tesla is the best-selling brand in China. Notice that the language used makes this fact almost irrelevant, because an individual model selling well matters way less than a brand selling well. Toyota has over 50 models. BYD has over 30 models. Tesla has 5 models, only 2 of which sell beyond novelty numbers. So if somebody is buying a Tesla and wants a sedan, they are buying a model 3. In contrast, if somebody is buying a Toyota and wants a sedan they could buy a Camry, Corolla, Prius, Crown, Mirari, etc. so while the model 3 might sell better than any individual sedan in Toyota’s lineup, Tesla sells overwhelmingly fewer sedans than Toyota. The same is true of the Model Y and Toyota SUVs. That’s why the Model Y can often be “the best selling vehicle of the year” but Toyota can sell way more cars than Tesla. Tesla delivered 1.6m cars in 2025 whereas Toyota delivered 5.5m (globally). But it also might turn out that the Model Y is not the best selling model in 2025. The Corolla and RAV4 were narrowly beaten out by the Model Y last year, and this year Toyota experienced decent sales growth whereas Tesla’s sales declined by quite a bit.

jwegener 2026-01-04 01:34

Interestingggg thank you for explaining.

Betelgez 2026-01-05 08:22

I really couldn't care less about how much fries were sold. Completely irrelevant metric.

yetiflask 2026-01-05 19:45

Is that saying 3,800 new charging stalls were added to the Supercharger network in Q4 alone? That seems like a lot. And I reading this right??

PuzzleheadedRise569 2026-01-06 01:13

Tesla’s greatest achievement this year is becoming the #2 EV manufacturer of the world.

PuzzleheadedRise569 2026-01-06 01:34

Have you been? It is absolutely NOT a diner. Diners actually serve an array of dishes, most notably eggs and other dishes. This place serves a burger, a hotdog and fries. The crispy bacon has disappeared, as has the clientele.

FutureAZA 2026-01-07 03:55

It's not a BEV market, but a car market. Shanghai is running near capacity all year. If they choose to sell fewer domestically, it's because the margin is higher in the export country. Unlike Gigas Berlin and Texas, there's no untapped capacity.

[deleted] 2026-01-10 15:08

People need to stop clinging to this statistic. The sales of a single model are meaningless. How are overall sales for the company, how do they compare to last year, and how does the brand market share compare to last year? The short answer is that Tesla vehicle sales are declining and their market share is declining even faster.

[deleted] 2026-01-10 15:13

Shanghai has shrinking output - down 7% in 2025, marking the second consecutive year of declining output from the plant.

Add comment

Login is required to comment.

Login with Google