Tesla’s US Sales were recently released in the Kelly Blue Book, which provides insight into vehicle sales in the domestic United States. It doesn’t cover Canada or any other international markets but provides a lot of data to analyze.
We’re going to look at Tesla’s sales here, analyze some trends, and make some observations.
Tesla Sales in the U.S.
We’re specifically looking at EV sales in the US - so let’s lay out how each of Tesla’s vehicles did. The table below shows the relative rank of the vehicle compared to all EVs available in the US market, the 2024 and 2023 sales figures, as well as the percentage change year over year.
Vehicle
Rank
2024 Sales
2023 Sales
YoY Change
Model Y
1
372,613
398,782
-6.6%
Model 3
2
189,903
230,015
-17.4%
Cybertruck
5
38,965
--
--
Model X
15
19,855
24,767
-19.8%
Model S
24
12,426
18,052
-31.2%
Lower Sales
Overall, Tesla has seen a net shrink in the number of vehicles sold in the United States. This makes sense, especially as they reported similar findings in their 2024 Production and Delivery Numbers just recently. Surprisingly, the Model Y saw the lowest drop, even with the upcoming release of the refresh, while the Model 3 and Model X were hit pretty hard.
The worst of the bunch is the Model S, at an astounding -31.2% year-over-year change - a difference of nearly 6,000 vehicles. While that doesn’t seem like much, that’s at minimum $450M in sales revenue ($75,000 starting price x 6,000). The Model 3, on the other hand, makes that seem like a drop in the hat, with its difference of nearly 40,000 vehicles - costing Tesla a potential revenue of $1,760,000,000 - $1.76B. That’s a lot of 0’s, assuming everyone bought a Long Range RWD variant.
Sales Up In Other Regions
Tesla sales were not only lower in the United States but also in Europe. Canada was flat when compared to 2023. China and other regions (RoW) were actually the only ones that were up year-over-year, helping bring Tesla almost flat in total sales for the year. In 2024 Tesla delivered 1.79 million vehicles globally, compared to 1.81 million in 2023.
Update: This article has been updated to accurately reflect that sales were also down in Europe and not just the U.S.
Cybertruck
Overall, these lower sales in the United States and Europe have had a fairly significant impact on the company - but on the flip side, sales of the Cybertruck are fantastic news for Tesla. The Cybertruck is the 5th best-selling EV in the U.S. In fact, it sold better than the R1T and the Ford F-150 Lightning - which is the most “normal” EV truck anyone could buy. It is also the best-selling vehicle at or above the $100,000 USD price mark - a feat that isn’t easily achieved, especially as people have been more reticent to spend in difficult economic times.
The Model S and Model X
Ok, we’ll say it upfront. The Model S and Model X sales are… disappointing. The Model X was out-sold by the Rivian R1S by 35% (26,934 vehicles vs 19,855) - which came as a surprise.
While the R1S is a fantastic vehicle, the Model X has long been Tesla’s halo vehicle - the gullwing doors, sharp lines, and sportscar-like performance make a statement no matter where you go. These vehicles compete in a similar market, but the R1S has a distinct advantage in being able to seat more people and store more luggage, which is likely the same reason the Kia EV9 also outsold the Model X.
When we compared the Model X and R1S, we found them both to be amazing vehicles - but the Model X’s big advantage was the versatility of the gullwing doors and the overall quality of software and tech compared to Rivian’s offerings.
Time for a Refresh
All in all, both Model S and Model X desperately need a refresh. Tesla said its “other models” in the 2024 production and sales numbers added up to 85,133. These are global sales and account for the Semi, Cybertruck, Model S and Model X. However, if we add up the U.S. sales figures for the Cybertruck, Model S and Model X, the total comes to 71,246. That means that nearly all “Other models” sales were sold in the United States, leaving only about 14,000 of these vehicles being sold in other markets.
The remaining difference mostly went to Canada - simply because Tesla doesn’t offer an RHD variant of either vehicle anymore. Buyers in other markets have to purchase LHD vehicles - which can make things as simple as going through a drive-through or parking stall an awkward experience with a passenger in the front seat.
Refreshing both vehicles is going to be something Tesla will have to do sooner or later - they’re starting to get dated pretty quickly, and people like to see new changes to their vehicles. This is probably the prime time to do so - with the Cybertruck’s new 800V High Voltage and Low Voltage Architecture enabling both faster charging as well as Steer-By-Wire - enabling Tesla to simply install the steering wheel where required, rather than needing to engineer a different variant of the vehicle.
While we’ve heard rumors of a minor refresh with ambient lighting and a bumper camera, this hasn’t actually materialized in the year since we heard it. We haven’t even seen any additional vehicles or engineering variants for either vehicle.
While we’re at it, let’s look closely at the Model S Plaid. Once upon a time, the S Plaid was the king of the track. It was pretty much an uncontested ruler, but today, that’s changed. The Model S Plaid - even with the Track Pack equipped, isn’t the king anymore. That title has been ceded to vehicles with newer technological advances that take their flagship sportscars' improvements seriously. After all, why would you buy the second or third fastest car when you can afford the absolute fastest?
We’re hoping Tesla puts the pedal to the metal here and brings forward a full refresh of both the Model X and Model S - one that cements them as part of Tesla’s flagship lineup of vehicles.
The Political Angle
Kelley Blue Book
While Elon’s involvement in politics isn’t surprising, it appears it has played a role in sales. Even the Model 3 saw a sharp decline in sales, even after a recent refresh that provides a much better vehicle. The new Model 3 is a world above the Ford Mach-E, Ioniq5, and others, but somehow, those vehicles saw year-over-year sale improvements of 25%+ while the Model 3 was down 17%.
EVs have increased - but Tesla sales have seen a fairly sharp and drastic drop in 2024 - with the start of Elon taking his political stances. We don’t have a particular opinion on Elon’s politics - after all, to each their own - however, it is clear that he has isolated much of the left-wing political community in the United States - those who used to be Tesla’s staunchest supporters in the interest of an electric tomorrow.
Tesla Isn’t Going Anywhere
While Tesla sales may be down in several regions in 2024, we don’t expect this trend to continue in the long term. Global sales remain high thanks to China and Tesla adding new regions. We also expect price and software to eventually win and sales will rebound in the U.S./Europe during 2025.
We’re hoping that 2025 sees a more nuanced Elon who returns to bringing us awesome news about FSD, amazing advances in human spaceflight, and spectacularly wholesome news of healing paraplegia.
The good news is that sales in China don’t appear to have been affected. No matter how it turns out, we still know that Tesla and Elon both are going to be bringing some absolutely insane new engineering - with the next-gen model arriving sometime in 2025, Optimus beginning to take its first steps, and Starship landing on those tiny little chopsticks.
Sentry Mode is an invaluable tool for owners - capable of keeping the vehicle safe and secure even when you’re not around. This is especially true in recent times, with the misguided and unfortunate incidents surrounding Tesla ownership, including damage to Tesla vehicles, showrooms, and Superchargers.
B-pillar Camera Recording
With the 2025 Spring Update on 2025.14, Tesla is expanding Sentry Mode’s functionality for certain vehicles with some much-needed changes. Sentry Mode and Dashcam can now record footage from the vehicle’s B-pillar cameras. These cameras are located on the side pillars of the vehicle, between the front and rear doors.
This adds two crucially needed viewpoints, making Tesla’s Sentry Mode a truly 360-degree security system. These cameras also provide the best angles for capturing license plates when parked, so they will be greatly appreciated by owners in the event of an incident.
Updated Dashcam Viewer
These vehicles are also receiving an improved Dashcam Viewer, which now displays the six camera feeds along the bottom and a new grid view that allows you to view four cameras simultaneously. It also allows users to jump back or forward in the video in 15-second increments.
However, to the disappointment of many owners, not all vehicles are receiving these updates due to the additional processing power needed.
We have confirmed that Tesla is only adding the additional camera recording on hardware 4 (HW4 / AI4) vehicles. The newer hardware presumably has the additional processing power and bandwidth needed to handle recording and saving the two additional video streams during Sentry Mode and Dashcam.
For the time being, owners of HW3 vehicles are not receiving this feature. This includes all vehicles with HW3, even those with AMD Ryzen infotainment systems. If you’re not sure whether your vehicle has HW3 or HW4, you can refer to our FSD hardware guide.
While there’s no doubt that recording two additional camera streams would be more computationally intensive, we hope that Tesla adds the improved Dashcam Viewer to HW3 vehicles in a future update.
Update: Tesla is including the new Dashcam viewer for Ryzen vehicles.
New Dashcam Viewer is Available on HW3 / Ryzen Vehicles
Tesla doesn’t include the new Dashcam Viewer as a feature in the 2025.14.3 release notes, but owners with Ryzen-based HW3 vehicles are receiving the improved Dashcam player. However, they’re only receiving the improved player, not the B-pillar camera recording. The new player is a worthy addition, so it’s great to see Tesla include this feature even if B-pillar recording isn’t possible.
The new player includes four improvements:
New grid view that lets you view four cameras at the same time
Different camera views, including the grid view are spread out across the bottom instead of at each corner
You can jump back and forward in 15-second increments
Users can jump to the next Sentry Mode video by tapping the button on the top right corner, making it easier to jump to the next event instead of having to go back to the list of events.
The existing functionality remains largely intact, including the ability to jump to a Sentry Mode event. However, the playback speed selection of 0.5x, 1x, and 2x has been removed.
Surprisingly, and most confusing for many - is the fact that the Cybertruck is also not receiving the improved Dashcam Viewer and B-pillar camera recording with this update. This struck us as odd, especially since the Cybertruck is currently the only vehicle with the improved, more efficient version of Sentry Mode.
Every Cybertruck is equipped with HW4 and AMD Ryzen infotainment units, so this clearly isn’t a hardware restriction. It’s possible the more efficient Sentry Mode is playing a role here due to the infrastructure changes. However, we expect Tesla to address this in a future update and eventually release these features for the Cybertruck as well.
Given the Cybertruck’s high visibility and its status as a frequent target for both positive and negative attention, many owners hoped that the Cybertruck would be one of the vehicles to receive this feature.
Adaptive Headlights
Tesla finally started rolling out its adaptive headlights in North America. While the new Model Y already came with the feature when it was released last month, other vehicles with matrix headlights are now receiving the feature in the Spring Update.
All vehicles with matrix headlights are receiving this feature, which includes the new and old Model 3, first-gen Model Y, and the new Model S and Model X.
If you’re not sure if your vehicle includes matrix headlights, check out our guide. What’s interesting here is that older vehicles that were retrofitted with matrix headlights due to an accident or user replacement are also receiving the adaptive headlights feature.
Legacy Model S & Model X
As with most updates, the older legacy Model S and Model X are not receiving all the features included in this update. Unfortunately, some of the features, which include the Blind Spot Camera on the instrument cluster, Save Trunk Height Based on Location and Keep Accessory Power On are limited to the new Model S and X.
Legacy S and X models will receive the Alternative Trip Plans feature, Avoid Highways (Requires Intel MCU) and the Keyboard Languages feature.
These vehicles are also receiving all the features in the Minor Updates section except for the visualization showing how far the door is opened, which is exclusive to the Cybertruck. These additions include improved music search results, contact photos in the phone app, automatic connecting to hotspots, the ability to show third-party chargers, view Supercharger amenities, and various improvements to music services.
While many users will be disappointed not to receive the B-pillar camera recording and Dashcam Viewer improvements, it’s important to remember that Tesla typically does a great job at bringing features to older vehicles, at least with the Model 3 and Model Y. If a feature isn’t added, it’s usually due to a hardware limitation.
Tesla’s Dan W Priestley attended the Advanced Clean Transportation (ACT) Expo in Anaheim, California, and provided an update on Tesla’s Semi truck program. The presentation covered several key developments on the status of Tesla’s Nevada Semi Factory, refinements to the Semi, and Tesla’s plans for charging and ramping production through 2026.
Let’s dig in and take a look at everything that was captured by the Out of Spec team at ACT Expo. The original video is embedded below if you’d like to watch it.
Semi Factory & Production Ramp
Priestley reaffirmed the timelines mentioned during Tesla’s Q4 2024 Earnings Call that Tesla will scale Semi production in 2026. To achieve this, Tesla has been actively building and expanding the Gigafactory Nevada site, specifically to support the production of the Tesla Semi. The dedicated Semi facility will have a targeted annual capacity of 50,000 Semi trucks.
Following the beginning of production, Tesla will utilize the initial trucks to integrate into its own logistics operations. This will serve as both a final real-world testing ground as well as an opportunity for Tesla to gather data internally. Tesla plans to begin subsequent customer deliveries throughout 2026 as the ramp-up continues.
Reuters also reported that Tesla is hiring over 1,000 new employees at the Semi Factory to begin the rapid ramping of the program.
Semi has already amassed 7.9 million miles with Tesla’s current testing and operational fleets, providing some real-world data and testing. Feedback for the truck has been exceptionally successful, with many drivers praising the Semi’s performance and comfort.
New Tesla Semi Features
Of course, it wouldn’t be a Tesla keynote without showing off some new things. The Semi will be available in 500-mile and 300-mile range configurations, now featuring updated mirror designs and a drop-down glass section to improve visibility and allow easier interaction with external elements—such as control panels at ports, for example.
New Electric Power Take-Off (e-PTO)
The Tesla Semi will also feature a new capability called Electric Power Take-Off, or e-PTO system. Similar to the PTO systems found on other vehicles, this will allow the Semi’s high-voltage battery to power auxiliary equipment at variable voltages. That includes being able to power things like climate-controlled reefer trailers, potentially replacing the noisy and polluting diesel generators traditionally used for this purpose.
Charging and Batteries
Out of Spec BITS/YouTube
Tesla is also working on an updated battery pack design for the final production design of the Semi. This new pack is designed to be more cost-effective to manufacture. The battery pack itself is slightly smaller than before, but the truck maintains the same level of range through efficiencies. Dan also confirmed during his keynote that the battery cells for the Semi will be sourced domestically inside the United States, helping to alleviate potential burdens due to tariffs.
On the charging front, Tesla is using MCS - the Megawatt Charging System - capable of 1.2MW - and designed specifically for Semi. The system uses the same V4 charging hardware found at Supercharger sites but focuses on that larger power output. Alongside a smaller physical footprint, Tesla will be able to configure these V4 cabinets for either dedicated Semi charging or for shared power scenarios with regular Superchargers. Tesla is also working on an integrated overnight charging product, but Tesla isn’t ready to talk about it yet.
46 Semi Charger Sites Coming
The 46 new MCS sites coming soon.
Out of Spec BITS/YouTube
Finally, Tesla has made substantial investments in a public charging network for the Semi. There are currently 46 sites in progress throughout the United States, and plans for significant expansion throughout 2026 and 2027. These sites are strategically located alongside major truck routes and within industrial areas to support long-haul and regional operations. Tesla is aiming to offer the lowest possible energy costs to operators to help incentivize adoption.
This was one of the best updates to the Tesla Semi we’ve received since its initial unveiling. It seems that the Semi will receive a big portion of Tesla’s attention in 2026, while Robotaxi and FSD Unsupervised take the stage this year.
The Tesla Semi has the potential to transform transportation even more dramatically than EVs already have, serving as a testament to Tesla’s mission to electrify the world.
![Tesla’s B-Pillar Recording Requires HW4 [Update: New Dashcam Viewer Included on HW3 / Ryzen Vehicles]](https://www.notateslaapp.com/img/containers/article_images/2025/b_pillar_sentry.jpg/e850716830972554e15b60216a6d0751/b_pillar_sentry.jpg)
![Tesla Semi Keynote: New Features, 46 Charging Sites, Upgraded Battery & More [VIDEO]](https://www.notateslaapp.com/img/containers/article_images/semi/semi-new-features.jpg/c7df4e0d32f8cb0beee080ad201e943b/semi-new-features.jpg)
