Tesla (TSLA) does something unsual ahead of Q4 delivery results

And that after selling thousands of cyberdumpsters to SpaceX...

You know it is bad when they have to release numbers early.

They are just making numbers up at this point. How does Elmo think he is going to turn sales around, when the biggest problem is himself. Europe hates him, and without Europe he will never be a global company again. They aren't making a profit with these sales numbers and are spending billions on RnD, as well as paying billions to Elmo himself. The magic roundabout has to stop sometime.

388k drop from 488k

But they’re not a car company, they make robots and AI now that’s why their sales are down!

Not a car company. Tesla will leave the car market in 2 years. Without spares or software updates on then obsolete hardware (4).

But.. but… ROBOTS!!

Cmon man... AI SPACE ROBOTS ON MARS!

One of Optimus and Robotaxi will save Tesla in 2026. Cannot be both all failed.

Why limit yourself and your robots only to one planet. Interplanetary ride sharing StarShip service with FSD and TeslaBots!

Redacted.

I can see him claiming its 2 years away. Conman gonna con

Sales have been on a massive down trend in China which is their biggest market

> Europe hates him,  Except Norway for some reason. ¯⁠\\⁠_⁠(⁠ツ⁠)⁠\_⁠/⁠¯

I think some incentives have just ended there.

And yet the stock is up 10% YOY and 45% in the past 6 months. I am going to bet that they lose money this last quarter and break even, at best, for the year. I don't know who is propping up that stock price but when it pops, it's going to be spectacular. Edit: I looked and Tesla made $3 billion total in the first 3 quarters. If they claim to make a profit for the quarter or the year, those books are definitely being cooked.

AI Nazi robots, I might add

Nope, has nothing to do with incentives, which would apply to all EVs anyway.

I think it might finally be time to sell my Tesla stocks

Norway has half the population of NYC - those few people won’t save a company.

Other than FSD, all the other AI like Grok is done by a different company, xAI.

I’m parroting the panicked hodlers, don’t shoot the messenger. Tesla makes AI chips like NVIDIA, which is valued extremely highly since we’re in an AI bull market so if Tesla just penetrates that market with their own AI chips then it’ll easily be a 2x increase in stock value. ^ That is an actual argument that was made as to why the car sales doesn’t matter for Tesla.

That would be interesting if Elon sells the car business to a group like Toyota / VW. I wonder what the market reaction would be while their workers cry tears of relieved joy. I imagine the software sale would make him the trillionaire he dreams of being and he has his real jewel, SpaceX, and we can consider buying Tesla again.

Ding ding ding: https://en.as.com/latest_news/this-is-why-sales-of-tesla-cars-are-dropping-everywhere-in-europe-except-in-norway-f202512-n/?outputType=amp

Musk sitting in the back giggling: “Hehe, 420., I aimed for 69. Or… 6-7!!!“

420k. 420. What a shock.

Again, that applies to a all EVs. Why not quickly buy an ID.7 before its price increases in 2026? Why would only Tesla profit from that? I think it has more to do with Tesla having a strong foothold in Norway because they already bought EVs in huge numbers 7-8 years ago, when everywhere else EV market share was at 1% or lower. So there are many Tesla owners and people who are happy with their previous car tend to buy a new one from the same brand.

At this point, no other car manufacturer can buy Tesla, it's too large. Teslas market cap is 5x Toyota or 26x Volkswagen. You would need several large banks to finance this and not a single one of them would do it. Edit: Market cap, not market share.

They also offer a "bonus" on Long Range Model Y ordered before Dec 31st and delivered before March 31st to make up for the increase in VAT.

Makes sense why he opened the Superchargers to other manufacturers now.

Norway’s sovereign wealth has/had a large and long held Tesla holding so they’ve been into the company and the cars for a long time.

This is accurate, he speaks in time based on Venus, where 1 day on Venus takes ~243 days on Earth. This is why his “one to three year” predictions sound so silly here on earth, us mere humans aren’t thinking galactic enough.

Tesla is just pure greed personified into a person

I think he floats xAI, transfers all the tech from Tesla, leaving Tesla just an EV producer, nothing else. xAI stock price goes straight up, Tesla goes straight down, then at a normal valuation is can be bought by a normal car company.

I think their car sales being down had more to do with everyone being too poor to by cars anymore because the economy is so fucked. ALL auto maker sales are down.

Why would that effect the decision of a regular car buyer?

the only part of tesla that would be useful is the factories. everything else is a liability

Nobody is buying Tesla. Nobody wants Elmo’s stink on them. The company will close, the cars will be paperweights.

Factory in Germany isn't worth much as there is oversupply of potential factories in that market. Also, a Tesla factory isn't like a conventional factory so worth less. They don't use SAP software either unlike most european manufacturers so you can't just shut it down and start producing some other SUV overnight. German labour laws don't make Germany attractive to most manufactuers.

Tesla make no model 3 in Europe. 420k units with Model Y to Model 3 ratio of about 2.5:1 leads me to believe that Grünheide is well below capacity and since cars can be imported tariff free from U.S. they should close the factory down.

The country dumped a loy of money into Trsla chargers as well. There's actually infrastructure to handle the supply.

I don't recall most manufactures having a 90% sales slump in some countries.

Wait until people learn that the 200+ p/e means if they paid out every share holder and profit stayed exactly the same indefinitely. It would take 200+ years for tesla to break even at this point. Edit to add. By people I specifically mean Tesla shareholders

Fuck Elon man…what’s it gonna take to put this deceiving dog down? He’s a loser!

It means that Norway has a closer affinity with Tesla than other countries, hence they seem to remain loyal when other buyers have distanced themselves.

You mean market cap, right?

Did spacex buy 50k cyberturds

Not its market share, its market cap. Those are very very different things. For example, crypto tanks, TSLA number go down. Elon arrested or dies or deported, number go down. Real sales numbers arrive and board freaks out, number go down. A catalyst, I will agree, will help. If I'm a bank in a leveraged buyout discussion, I don't want tesla stock as collateral. Maybe some do though - hell, some have loaned to the US caudillo erm President in the past, and he's a multiple-bankrupt felon. No reason a bank can't make a multibillion-dollar poor decision.

Yeah, sorry. Tipped on mobile and didn't double check. Market Cap.

Yeah, sorry. Tipped on mobile and didn't double check. Market Cap.

Controlled from overworked employes with VR goggles

It probably won't pop. What he'll do is do some grand merger of all his businesses. Instead of say taking X and Starlink and SpaceX public individually, he'll combine them and Tesla and launch a new public company called "X". All their books will be merged and no one will be able to figure out what is going in terms of the balance sheet for years. This is what billionaires do when they fail, they cover it up with mergers and acquisitions. This way they never have to say their company went bankrupt... rather it was "bought" or "merged".

This isn’t unusual. Tesla has been releasing estimates from analysts for a long time now. Elektrek is also toilet paper

Que? Roboto?

Not sure it was that many, but yes thousands of CT to SpaceX. And the shell game continues.

ROBOTS!!!

Truth…

Making up numbers and cooking the books? That's not unusual, that's Tesla normal operating procedure.

All the projections in that doc have Tesla selling almost 2x in like 2 years. In two years Musk will still be a Nazi that most everyone hates.

Do you really think the average Norwegian checks the investments of the soverein wealth fund to make his buying decision on what the country is loyal to?

Let's not forget how many cybertrucks he bought for spaceX..... And how many 7500 dollars credits he used for those purchases, to boost his miserable sales numbers....this guy is a total fraud. He has zero fully autonomous paid rides taxis being operated..... How many did he promise before the end of the year?

I'm certain he has engaged a hedge funds to manipulate the options market.... This way, he makes it expensive to short the stock.  There's nothing organic about the price movement in tesla stock.

Yep....to shore up the abysmal sales numbers....also to cash in the $7500 tax credits from the us taxpayers

Don't mention it please, it is so shameful. Tsla values are diametrically opposed to Norwegian values, yet plebs keep buying, while complaining at how bad the cars perform on slippery roads, the quality issues, Tsla fagforening crushing, and most disliking Elmo.

They all use the same charging system there

The cognitive dissonance of Tesla not being a car company but also not selling anything other than cars (and some power generation) Member when it was an “energy” company?

My predication is that TSLA will beat the lowered delivery estimates because they are selling them to SpaceX

>Europe hates him, and without Europe he will never be a global company again. It's not just Europe. The hate for Elmo is universal.

Tesla software ain't worth a thing, especially given it doesn't work.

It’s worse than that because the options will kick in and add shares. It’s also over 300 pe

>German labour laws don't make Germany attractive to most manufactuers. Looking to exploit and underpay their workers. Fixed that for you.

This is likely within the next 5 years.

No, just Tesla's at the expense of competitors.

Tesla chargers are a minority in most of the continent.

"They'll babysit your kids!"

That doesn't change the fact that the country was early adopters of that particular charging station.

Electrek is really run by an obsessed loser…. Should honestly be banned here. Tesla posted analyst’s estimates not theirs… That being said the numbers suck. I believe they posted these numbers because the may have beaten them slightly trying to pretend they’re recovering… Nevertheless Electrek is the 2nd largest scam after Tesla stock

Looks like he sold 20k+ Cybertrucks to SpaceX.

They were early adopters for all charging networks* There is plenty of infrastructure in Europe by other networks than the Tesla network to cover demand.

It is/was all due to heavy subsidies, funded by said fund.

But the popcorn serving robot

Totally trust a GOP Nazi to put a Robot in my house. Totally won't spy on me or try to kill me.

The Norwegian people do seem quite invested in what their wealth fund is doing, after all it’s given them one of if not the best standard of living on Earth.

No publicly. They do through IR emails to analysts and investors, but this is the first public release. It is 100% unusual.

Your reading comprehension is abysmal. The article clearly states that this is coming from sell-side analysts. What is unusual is that Tesla is publicly pushing this rather than sharing it privately through IR. You attack me and electrek based on your own misunderstanding of a fairly simple situation.

They could sell the factories and IP which is all worth far less than the current market cap if Tesla decided to exit cars b/c they're onto the next big grift. No one needs the largest factory in North America in Texas though. Not even Tesla. The gigafactories were built on massive government subsidies on purported EV growth. Absent that and with tariffs and it's cheaper to import the cars complete.

He's fucked in all of: Europe, US, China. For different reasons, but fucked is fucked.

Tesla doesnt make ai chips (or any chips), they may "design" the chips but they rely on Samsung and tsmc (among others) to actually produce them

>> 'We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I'm not kidding.’ That was what? 30 days ago?

I mean... Musk has always been truthful in the past right :)

To be fair, its probably around 1,000 Cybertrucks that went to SpaceX, out of maybe 22k sold. But still that's batshit crazy - every 20th truck or so coming of the line is bought by Musk's company. Almost as batshit crazy as only selling 22k trucks in a year.

Well, 2025 was awful, but things are looking up again in 2026, 2027, 2028, and 2029... even though Tesla continues to lose massive market share in a rapidly growing market. Deutsche Bank values ​​the automotive division at $175... Hahaha! 👎🏻

China is the most important factory and most important market. Competition is constantly coming out with new stuff, while the 3/Y is eight years old at this point, except the recent ones have the Hyundai front end.

It’s a good thing they aren’t an auto company, or this horrible news might jeopardize their trillion-dollar valuation. What is it they aspire to? Sex robots?

Sales don't matter. It's all about the stock price which goes up no matter how bad the company's prospects look, and they are looking extremely bleak.

He’s just buying time so that spacex ipos and then he has a new company to leverage debt.

It MIGHT be doable with just the auto, leaving Optimus behind as that's where the speculative value is.

Sorry if I missed this in the thread: **Is this even legal?** They know the number, right? So they can mitigate the difference, if lower or "higher" than the "estimate".

It was time 6 years ago, if not clown world

Yes, perfectly legal. They haven't made any claims about actual performance, and have made it clear who provided the data. And yes, they'll have a very clear picture of the actual numbers, which are likely to either be: 1. Lower than what they've just published, and they're using this analysis to prep the market for bad news or 2. Higher than the published analysis and this is a double bluff or 3. \[edit\] nothing more than an elmo childish 420 joke and otherwise meaningless If they follow they're normal pattern they'll put out their regular numbers on Thursday or Friday.

I'm curious to see if Rivian's R2 has an impact on the Model Y sales in NA. If it does you can expect sales to continue to decline

I just had a terrible thought that he’s going to start shipping them to the moon and charging it to space force…

But .... data centers ..... in space!!!!

Robot data centers…. IN SPACE!!

This is the opposite. He’s lowering expectations so that when they release results next week they beat expectations

This will be the kick off for the plunge of the stock market when it happens. Way too many funds are buying in to vapor.

Which is also just vaporware due to trump allowing these companies to run with ZERO restriction. That will end soon enough 2026 is coming and dems will retake both the house and senate. Musk will be investigated for those prior crimes he was able to end investigations by firing the investigators. Those and a host of new will be investigated.

If any industry in the world could be a trillion dollar industry, it would probably be sex robots.

>so worth less. so worthless. Sorry, you had an errant space in there.

Scandinavia has very homogeneous societies and I wouldn't be surprised if many in the population are racist and eugenist like elon

Then they need to be brought back to reality. It's called a "correction" for a reason.

They never really entered the car market. All they have done is pump out a few widgets as part of the charade, which exists solely to keep the stock ponzi moving.

> In a new survey from Opinion's social monitor, two out of three Norwegians (67%) say they have a more negative view of Tesla because of Elon Musk's political involvement. Only 2 per cent have become more positive, while 27 per cent say their view remains unchanged. 4 per cent do not know. > Back in January, a majority of 59 per cent said they had become more negative about Tesla because of Musk's political involvement. This has increased by a further 8 percentage points in February. https://www.opinion.no/innlegg/nordmenn-vender-tesla-ryggen They aren't pro-Musk or pro Eugenics (heck of a leap there), they just don't care when buying a new car.

Why would anyone want it? You are talking about companies that have real experience in the auto industry, not just pumping out units as part of a scam. The product quality is bad so who would want their manufacturing? They not the leader in technology that the mythology claims them to be, so there's nothing to gain there either. Buying up marketshare would be the only reason, and what little they have is quickly shrinking. Then there is the matter of the price tag. Nobody is going to take over a company with a 300:1 P/E. It's not a good investment.

To be fair the y got an update which for a company with 2 models of car that actually sell that's effectively a 50% design refresh. LOL. The model s and x never sold at numbers that would keep a company Teslas size afloat let's admit that anything other than hundreds of thousands would be sales numbers that matter per car, and the cyber truck is now a grift using government subsidies from SpaceX to offset production costs for the tens of thousands of unsold stock. Tesla is putting humans in spandex and plastic instead of showing anyone the robots they are working on, full self driving was going to be a net loss but Elon usurped the government to fire entire regulatory agencies investigating him.. It's a wild tale of lies as an investment strategy, it's really going to be a spectacular collapse and their only hope of survival is being too big to fail, which the company is on paper but not in reality because so few people actually depend on Tesla products for their lively good. When Teslas best times are stealing money from regulatory and firing them, then asking the government for more free money, it doesn't exactly leave much room for the company to show its value when it needs to have access to government money in an emergency or nosedive in revenue. "Our parasite needs more blood" doesn't exactly generate much sympathy. We also still remember Detroit flying to Washington in their private jets to ask for a handout in 2008... Lol.

You hit the nail on the head. The real black swan event is if Elon suddenly dies due to some accident.

China just made their car handles illegal.

Elon Musk is the CEO of 4 companies for a reason… each company is using government subsidies to buy stock or supplies for the other… it is a Ponzi scheme in many aspects and will eventually implode especially if the government gravy train stops for any reason.

Does spacex buy another 200,000 cyber trucks?

I guess it’s just me but I think selling 425,000 vehicles in a year is a great result for a robotics company. Did they also release their robot sales figures?

Good

You could be a Tesla executive.

from what I heard is that all other vendors are at their cap what they can sell in Norway and just cant get the cars. Where as Tesla is sitting a fuck ton of inventory in Europe that they are more than happy to sell in Norway.

I didn't say it was worth nothing. water, wastewater, electricity, gas supplies and a delivery infrastructure are worth something along with having already got through the planning process. Ineos were going to build 4x4s in the UK but when the Hambach plant in France became available they jumped on it. Established manufacturers would be unwill to sell their own plants to a competitor and are sitting on sites that the Chinese would love to have. If they can send sites to residential or commercial building then they are happy to sell them off as VW are doing with that plant in Brussels.

Have you seen how it can (reluctantly) walk with you to get a Coke from the kitchen? Isn’t that remarkable?

Really thats awesome! I hate those fucking handles. I swear Elon came up with them in a K hole

Fuckin’ amazing. Easily will be worth $3T in global sales in 2023.

Can we please just start calling him Enron Musk?

Interesting and thanks for the details

When/if China invaded Taiwan and America (hopefully) helps out Taiwan in defending the island, I'm willing to bet China seizes American assets within their own borders, including Tesla's manufacturing and logistics operations.

If Tesla actually made something new and interesting besides the cyber truck in like .. nearly the last decade, they'd be in a much more stable place. As a relative outsider it seems like they've been selling effectively the same cars forever.

Why not give up on self driving and let his Optimus robot drive any vehicle if these robots are so amazing

Also where are the Tesla semi trucks?

2026: Delivery numbers go up, stock goes down.

With the missing earnings preview report, TSLA just dropped 1.5% today. If this is other company, they would drop 10% or more.

This might give the stock a 20% bump up over the usual 10 percent.

Neo Nazi robots on mars.

Elon Musk chooses to confess this time and TSLA only down 1.5% today. Elon's bet turns OK this time.

Strangely, no estimate for robot sales. Weren’t they supposed to be making 10,000 a year by next year?🤣

For them, car sales matter when they're going up, but are irrelevant when they're going down

'massive' downtrend? The statistics I saw the other day had them at 1% down compared to last year. Not great and reason to worry for Tesla but 'massive down trend' is perhaps too much.

Didn’t Wall Street teach you that if you’re standing still, you’re going backwards.

All about the batteries When you’re building semis the batteries will come from other models declining Same net battery sales The y was so popular that production surged Now we have batteries for robots and semi trucks 41 billion in cash and growing Tesla isn’t going anywhere cause of Elons fiscal policy and allocations of capital prowess Thank you

Tesla said they will mass produce Cybercabs in April 2026. It can be done as Cybercab is basically low range Model Three. They could have a fleet of Cybercabs in major cities then gradually expand to most cities. It is doable. Hope these taxis are safe enough.

Right, I buy a car not a personality

Not buying a Tesla until Musk divests. Not giving money to Nazis if I can help it.

The energy density in batteries are so poor that the truck would have to make half its load batteries to have a competitive distance with a diesel powered semi. No semitruck driver wants half their load to be their fuel... The reality of physics makes tesla semi trucks really bad at what they are trying to make and sell. Telsa isn't battery constrained on doing more business, they are demand constrained... meaning no one wants their shit anymore.

Remember, vehicle sales mean nothing for this vehicle company.

Tesla is not in the business of selling cars, it is in the business of selling stock. Thru could ship 0 cars and dude-bro Elon fanboys will spend their last dollar on Tesla stock and shitcoins