Tesla released its Q1 2025 delivery and production numbers this morning, reporting 336,681 vehicles delivered and 362,615 produced—marking the company’s weakest quarter since 2022. Deliveries declined 13% year-over-year and fell well short of Wall Street estimates, which ranged from 360,000 to 370,000. Some analysts had forecast as many as 407,000 units.
Despite the shortfall, Tesla stock is actually up about 4% this morning, not only suggesting the market had already priced in weaker performance, but that this may be seen as the low point for the company. Tesla began delivering its refreshed Model Y in March, and production across all four Gigafactories was impacted by several weeks of downtime as Tesla retooled lines to accommodate the newer model. However, there’s no doubt that there is some brand impact from Elon Musk.
Comparing Numbers
Most of the deliveries—323,800 units—came from the Model 3 and Model Y lineup, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries. That’s a 31% drop for Model 3/Y and a sharper 45% drop for the Other Models category compared to the previous quarter. However, comparing it to a more applicable Q1 2024, these numbers are only down about 13% for the Model 3/Y and down about 24% for the Model S/X and Cybertruck.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but said the ramp is “going well.” This still leaves a large gap between production and delivery numbers, although they may not be as large as many had feared.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Cybertruck
One major weak point in Tesla’s numbers seems to be Cybertruck deliveries. While Tesla previously expected the Cybertruck to sell more than 250k units per year, we’re already seeing a decline in numbers. This is likely due to several factors, including the higher-than-expected price point of the truck, the unavailability of the RWD model, and the Cybertruck’s polarizing design, which may attract unwanted attention right now.
While the Cybertruck was ramping up production in 2024, making the lower numbers reasonable, the deliveries for Q1 2025 dropped drastically compared to the previous quarter. Cybertruck deliveries are estimated to be in the 5- 6k unit range for the quarter.
The good news to take away here is that the Single Motor variant of the Cybertruck appears to be nearing release. The price of the RWD version is expected to be about $60k USD before any incentives.
Q1 Earnings Call
Tesla announced their quarterly numbers this morning and posted on social media that they’ll live stream their Earnings Call on April 22nd.
This post was later edited to change “Q1 Earnings Call” to “Q1 Company Update.” It’s not clear whether there’s any significance in this change, but it could mean that Tesla has more to announce during the call.
The Company Update will occur on April 22nd at 2:30 PM PT / 5:30 PM ET. The standard Q&A session with executives and Musk is expected to follow the release of additional financial results for the quarter.
Tesla is set to launch its long-awaited Robotaxi service in June, and a cheaper, mass-market model is also planned for this year. With delivery numbers coming in soft and the refreshed Model Y just hitting the road, all eyes will be on forward-looking commentary during the update.
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Tesla’s Vice President of Vehicle Engineering, Lars Moravy, recently took to X and opened the floor for user input. There, he asked the community for features and improvements they’d like to see to make Teslas better heading into 2026.
This post generated thousands of suggestions - and we recapped the best of them. There were also a few that Lars responded to, giving owners hope for some much-requested future changes, so let’s take a look at what may be coming
Lumbar Profile Support
Today, lumbar support is one of the few items that is not saved in the Tesla profile. That means if you have multiple drivers who use the same vehicle, you’re often left adjusting this setting manually, as it retains the setting that was last used. One community member suggested saving your lumbar setting to your profile just like Tesla does for other seat settings.
Lars said making this change seems doable, but it’ll take some engineering magic. The lumbar support isn’t tied to an absolute sensor like the other seat settings. This suggests that Tesla does not have an exact value to save, as it does with other seat functions, but Lars believes Tesla can find a way to save lumbar preferences. Tesla could potentially time how long the motor runs to get to the user’s lumbar setting and save this value.
With that said, it seems the vehicle engineering team may take a look at this one, and we may see it included in a future update.
Model 3 Signal Stalk Retrofit
The move away from traditional stalks in favor of the steering wheel buttons on the Refreshed Model 3 has been a point of debate. While the author is squarely in the camp of steering wheel buttons (at least with the Cybertruck), many dissent and say that the buttons on the Refreshed 3 aren’t as satisfying or easy to use.
Many other drivers also prefer the tactile feel and muscle memory of a physical stalk for signaling. Tesla appears to favor stalks, as they retained the turn signal stalk with the new Model Y. There are also rumors that Tesla is going to reintroduce the turn signal stalk to the Model 3.
If Tesla adds stalks back to the new Model 3, current 2024+ Model 3 owners are still left without stalks. However, a user suggested adding stalks as a retrofit option. Lars said that he would try to consider a retrofitted signal stalk for the Refreshed Model 3, similar to the simplified version in the Refreshed Model Y.
While less definitive than the lumbar support response, it appears that Tesla may at least consider offering a stalk retrofit for the new Model 3. If you’re a lover of signal stalks and can’t wait for Tesla to get an official one - we recommend the Enhauto S3XY Stalks, which are customizable and feel very close to Tesla’s original fit and finish.
With that said, it’s nice to see Tesla incorporating more community feedback into its vehicle design these days. Perhaps one day, they’ll address the infamous auto wipers. They have gotten better, but they’re still not as reliable as what’s available in most other vehicles. With that said, we look forward to the changes that will emerge from these recent conversations.
Sometimes, even with Tesla’s intensive bug-testing regime, bugs manage to make it out into the wild. In this particular case, a European user (@darkwaffle48484 on X) noticed that their 2024 Model 3 was using up more battery than normal while parked. Normally, they noted that the vehicle would lose about 1-2% per week; however, recently, they noticed much larger drops of 3-4% per night.
They monitored their Tesla widget and noticed the car wasn’t entering deep sleep. The widget consistently showed a recent connection time—usually within the past 45 minutes.
Fix Inbound
After discussing the issue with other Tesla owners and realizing it was somewhat widespread, they contacted Tesla Service. The service team confirmed that it was a firmware bug affecting the Telematics Control Unit (TCU), which prevented the vehicle from entering deep sleep mode.
The TCU is essentially the communications hub of your Tesla - and is mounted on the ceiling of newer vehicles such as the Model 3 and the new Model Y. It enables cellular and location services (via GPS) and also handles Wi-Fi and Bluetooth services. Tesla Service stated that this bug is planned to be fixed in update 2025.14.6, although the exact version number could change. However, they confirmed that they are aware of the issue and it is being addressed.
@darkwaffle48484
When the user reached out to Tesla Service, Tesla Service responded with the following (translated from Dutch):
“It has been confirmed that this is a firmware bug. The fix is in one of the next updates. Currently, it is planned for 2025.14.6 (subject to change). Do you have any more questions?”
Potentially Region-Specific
This bug could potentially be region-specific. TCUs often require specific hardware components, such as modems, as well as specific firmware versions that support different regions and cellular providers. These enable Tesla to comply with local cellular standards and regulations and ensure that your vehicle can connect to the networks available in that particular region.
At this point, it’s not clear when the fix will roll out, but given that update 2025.14.1 has practically stopped rolling out, Tesla may be waiting to resume the rollout with update 2025.14.3 or this 2025.14.6 version.
If you’ve noticed this issue and are in a non-European nation, let us know.
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