Tesla's Delivery Slump Hits Hard

... BUT NOT FOR ME! ($TSLA)...

Who would figure that the CEO coming out as a Nazi would be bad for business?

The real question is: Why didn't it have a much, much bigger effect? Shows that most people don't care.

Hopefully it will soon hit the stock price.

Maybe they should send their death traps to Venezuela. People are going to need them after worldwar 3 ends.

Who exactly does it hit hard - certainly not the stock - which is the only real product of TSLA.

Stock to 500, the con must continue, fundamentals be damned.

I don’t think golf carts are the answer for Venezuela.

Stonk goes up

Where’s the Tesler they launched into space?

Stupid article. Almost no net new information; just reiterating old talking points and ending with a “what will happen next? Let’s wait and see.” To me it’s extremely surprising that sales haven’t fallen off a cliff after everything we saw in 2024 and early 2025. Only 8.5% drop in sales for the year? The fact that people are still buying Teslas is incredible. You’re basically funneling money into the pockets of a man who is funding right-wing extremism all across the world. Call me when actual sales are 8.5% of 2024; not when they only *drop* by 8.5%.

Tesla has been a shit investment since 2022. People do not realize that here. But unless you get in prior to that, it is just a bunch of money changing hands over that time. At the moment it is at the high end of that average since 2022 but anyone buying in the last 3 years is not making money on average. Less so because Tesla gives billions out in compensate/wages. 44 Billion to Musk alone.

Yes but a lot of that was driven by a short term rush to get vehicles before subsidies disappeared. This is happening the world over as government are realizing it is costing them billions and we are subsiding.... personal cars no less. For a very select few well off people no less. Tesla typically has their strongest quarter on the forth quarter. They intentionally engineer this in past by reducing output leading up to it and big deals on the price. All to make them look strong for one quarter. Well that absolutely did not happen this year even with all their attempts. The 4th quarter was way down. And the 1st and 2nd quarters have always been poor. If history is any indication, Tesla will continue to struggle for the next 6 months. Are they going under. Hell no. Are they worth 1.5 trillion. Hell no. They might be worth what Ford is worth which would put their share price at about $30. But lets give them some latitude. $60 might be achievable if they come up with a new product.

But they must pay huge dividends, right? Right??

Outside of a few European countries that is probably true. Now most are not buying just because it's a dated design and shit quality rating.

cow snatch vast encourage ripe wipe mountainous six act workable *This post was mass deleted and anonymized with [Redact](https://redact.dev/home)*

No no --- see they are not a car company, they are a ~~solar~~ ~~energy~~ ~~tech~~ ~~brainchip~~ ~~AI~~ ~~sex robot~~ (insert 2026 shiny object here) company

That is for the whole year. Last quarter it was almost double that rate, so 2026 will be a blood bath with no new models in the pipeline.

>This is happening the world over as government are realizing it is costing them billions and we are subsiding That was always part of the plan. Subsidies were to stimulate the market for them initially. They have accomplished that.

Well the stock is down 10% in the past 5 days. But yeah it's mostly a meme stock so who cares what it says

Previous peak was 360 on Nov 2021. Latest Jan 2 is 438. So it looks like it did go up a bit.

Ya I am not completely against it but it was a subsidy for a segment that was in reality generally well off. All the same, these subsidies are pretty much done.

That’s where I’m most disappointed tbh - the US should have seen the worst drop in sales because Musk’s actions to destroy US institutions was immediately apparent in early 2025. He is clearly a fascist, and his DOGE was a transparent attempt at destroying the government’s ability to prosecute his illegal actions. Hundreds of thousands of people directly affected, millions indirectly impacted… and yet people keep buying his junk car.

They are a science \*fiction\* company.

And it too is a complete fiction.

Gas is something like 6c/gallon there. Not really a place for EVs.

Getting its ass to Mars?

The Hertz boost pushed a bit over $400 in Nov 2021 (I was 100% in during that and the world's greatest investing genius having scaled in in mid 2021 after the post-2020 30% drop). Trump/Musk takeover alliance in late 2024 pushed the price over that previous peak, but for whatever reason that narrative colllapsed 1Q25, actually before the wider Trump drop of 2Q25. Disbelieving the bouyancy of TSLA after the messy breakup in June, I opened short positions at $330 before the Q2 EC only to have my head handed to me on that bet these past 2 quarters. Mathematically still in the game but seeing the stock swim upstream has been hella disappointing LOL

the "con" was Elon's confidence in getting FSD working in 2025. In July he promised 50% of the US population would have "access" in 2025 and they're far from that, still running only two locations mainly for optics, not serious training activity. Optimus was & is a joke. "Elon's biggest goal was getting his trillion-dollar compensation package approved" https://youtu.be/2OundAiFo5Y?si=Aouw7s6du43VfUmD&t=213

Got in long before the split and I could not be happier. Annoyed with more Musk shenanigans but whatever.

It is a reminder that Tesla is a small car company and going backwards. It is maybe 15% the size of some rivals. Also doesn't really do R and D.

[deleted]

Most accurate description

Tesla sucks and so do people who drive it

Baffling to me. I just do not understand the callusness and dismissiveness the of the average person. I would be ashamed to be in a Tesla.

> trillion-dollar compensation package Tesla is the number one car brand for fatalities and they hand him a trillion dollar package. Nothing about this company makes any sense.

Tesla’s “Full self delusion” product is fantastic

Hal?

Stay in and you will have a similar story in reverse. It may stay irrational for longer than many stay solvent. But in the end profit matters.

Many are. But it’s not like a pair of sneakers. 40k-100k with very rapid depreciation. They will just not buy another Tesla for their next car. They are stuck. I think the bigger story is how few people pay for self driving. It’s basically the only thing that makes it not a Prius, and last I heard the amount of the fleet that pays for FSD is 12%.

Looking at the "Tesla Deaths" dataset at: https://www.tesladeaths.com I see 50 Tesla-involved crashes in 2024 with a Tesla driver or occupant fatality. The "Iseecars" blog post alleging Teslas are more "6x" dangerous isn't backed by any public data AFAICT. https://www.youtube.com/watch?v=ksWGI3hdgwY The "trillion-dollar options package" is basically 1% dilution for each +$750B of market cap the company sees, up to $8.5T. It's not a bad deal for today's shareholders (pay 1% dilution to get +50% ROE) -- which is how founders have retained so much ownership in companies since 2000.

Even the compensation package was just a way to pump the stock. If it reaches the milestones he will already have long been a trillionaire.

Diner company.

Analysts overestimated FY deliveries by almost 25%. In Jan 2025 analysts were expecting 2,039,674 units. Tesla actually delivered 1,636,129 units. https://twitter.com/TroyTeslike/status/2007465369351385495 It shows how deluded they are, most of them are fully signed up to the cult. Bear it in mind when looking at any forecasts they make.

/shrug eventually the paradigm changes. They have zero good news on the horizon. Even the pretend good news (Optimus and robo taxi) are just bad news. No sales/functionality and no profit race to the bottom. Real FSD is an idea not a viable large scale profitable product. The moment they can no longer put liability on the public who are supposed to be monitoring the jig is up. That’s why it’s always a year away. Also Elon is going to have to massively put his thumb on the scales in the next couple elections. If the Democrats are allowed to ever win again he will most likely have to flee the country.

Why didn't it: * There is a fair part of the society that does agree with his ideas in politics (albeit I reckon they are less inclined to buy Teslas). * The salute is also somewhat unimportant. It is a mere one-off gesture (well, two-off). There are people who will therefore dismiss it. To be blunt, personally I am not overly bothered with it, I think much bigger problems with this guy exist in other things he does. * The cars are still very good value for money, that matters, too. So there will be people who care, but care about their money **more**.

Sales will continue to decline… if a Model Y with makeup didn’t win over new customers in 2025 (as the copium tribe were sure it would), an even older line up is going to continue to accelerate in decline. There’s no new model on the horizon. Tesla as a car company is dead right now. As a taxi company, or robot company? Who knows but looks pretty risky to bet on that succeeding to me. I didn’t know taxi companies were worth that much, even with the potential few bucks per ride cost saving of nixing the driver.

Agree. Sold my S & X once I realized how bad the company was. Elon going full Nazi was final straw.

| Diluted NI Available to Com Stockholders | Amount ($000s) | |-----------------------------------------:|---------------:| | TTM | $5,079,000 | | 2024 | 7,130,000 | | 2023 | 14,999,000 | | 2022 | 12,584,000 |

yup speaking as a Model Y owner, if Elon was serious about FSD he'd just bundle it with Tesla insurance, ie. my current $150/mo payment should come with FSD.

The low uptake of FSD makes the inclusion of expensive compute and camera hardware on every car, while penny pinching on stuff like rain sensors, even more bizarre. If I were a card carrying conspiracy theorist, I'd suggest the cameras have more utility than just FSD. Certainly the Chinese Govt are cagey about letting Tesla's drive into sensitive sites 🤔

Tesla stock up from $257 to $453 in two years. In three years it went up from $109 to $453. I don’t have any shares, but it seems you aim to manipulate perspectives (with lies) to influence folk.

Haha I just got permanently banned in Teslastocks becaus I pointed out that Teslas Problem is no that they need a new model but Elons nazi behavior which at least here in Europe basically alienates the potential customers in a degree that even cheap used Teslas basically are not sellable! They did not want to hear that, I guess! Teslas problem is not the product lineup but Elon!

The lack of reliability, quality, and resale value also make it not a Prius. Prius is also greener.

I can only speak for my local situation (Australia) but the subsidies put EVs on nearer even footing with other ICE options for people buying new cars. Now I splashed out on a higher end AWD EV6 and actually missed out on the subsidies as the car was priced too high to get them. But when I took my mother new car shopping a year later and my sister about a year after that the subsidies meant there was a bunch of BEVs in the same price bracket as Hybrid and pure ICE options. Believe me neither is particularly well off and the vehicles they were replacing were 15 to 20 years old at the time. Used car prices here have remained stubbornly high since covid to the point if you could wait a few months for a new car (delivery times still suck) it wasn't far off the prices of a 2 to 5 year old car after duties and taxes. Prices on BEVs are now down close to the point without subsidies they are on near even footing with Hybrids and a lot less pure ICE options still exist. So yeah they have done their job at this point locally. Them going wont be a huge problem. We also have Chinese BEVs hitting the market putting downward pressure on everyone's pricing at this point. When I got my EV6 (and waited 9 months for delivery) I had about 5 BEV options in Australia. Now Kia alone has more options than that.

You forget how much of the population agrees with those actions. Seems crazy to me but it is what it is.

If you look to the future. Tesla is most likely going to be huge. FSD software alone is going to be a market disruptor. Then the robots. Not only will they be big with the private market. Imagine what the military will do with them. That contract alone will be billions. Not to mention star link or spaceX.

IF they achieve any of that, which they likely will not even remotely. You have been told an incredible story by Elon Musk, believing it blindly and based your support of Tesla off that. Look at some actual, independent analysis on these concepts and you will quickly change your tune.

So stock goes up, people believe the liar Elon

If you get a chance, watch the recent 60 minutes piece "Boston Dynamics' AI-powered humanoid robot is learning to work in a factory" They are years ahead of Tesla, and Tesla is progressing much slower than them, with multiple other companies also ahead of Tesla. In robo taxis, Tesla got a head start, and are now not even close to the automakers in the top 10 that are in the L4-L5 space. Where Tesla continues to fall further and further behind every day. In the last 18 months, Baidu, Pony.ai and WeRide landed partnerships with Uber that allow users of the ride-hailing app to order a robotaxi in specific locations, starting in the Middle East. You have Waymo the champion in the US with full autonomy and expanding, followed by Amazon’s Zoox that is also ramping up its expansion in the U.S. both at much faster rates, than even the meaningless Tesla demo that requires drivers in the cars. While Tesla is still having more crashes than any of the above. Then you have Lucid, JLR, Toyota, Mercedes-Benz, BYD who are all using Nvida OS that are currently running Level 4 operation in their cars. With the above having millions of users on their ride hailing apps already. Audi, Ford then Tesla all come in with automated driving, but no Level 4, and zero (or near 0 for tesla) of an installed base for their app. It cost Uber years, and an estimated $4 Billion to get their installed base to a 150 million people.

I actually did watch that episode. It was very interesting and I didn't know Hyundai bought Boston dynamics. My first thoughts are why didn't they interview Tesla? Why dont any major media networks do TV specials on star ship? The largest space vehicle ever built. The only time I saw starship on CNN is when it exploded and they had people on there talking about how SpaceX is dangerous and shouldnt be doing these tests. When Musk said they planned for it to explode. I thought the robot from the TV special was impressive. I think they are about 5-10 years behind Optimus. Musk said the hardest part of making Optimus was the hands. If you look at Optimus, its hands are identical to ours. The boston dynamic robot hand had only 3 fingers that bent one way. Thats not accounting for the most important part of a robot. The software. Let's see what happens this year with robotics and AI. I think the next 5 years is going to be very interesting and most likely bad for the typical worker.