Tesla releases new sales figures: Is Tesla now getting back on its feet?

Tesla has presented its figures for the second quarter of 2025 in the US. They look better than feared, but also anything but good. US analysts had assumed that Tesla would only be able to deliver around 355,000 vehicles worldwide in the second quarter, from April to June. However, according to Tesla, exactly 384,122 Tesla models actually found customers.

On the one hand, this represents a significant jump compared to the first quarter of 2025 (336,681 Teslas delivered). On the other hand, however, it still represents a significant decline compared to the second quarter of 2024, when Tesla deliveries were significantly higher at 443,956 vehicles – a decrease of 13.5 percent. Interestingly, production in Q2 2024, at around 411,000 vehicles, was almost identical to the recently concluded Q2 2025. This means that a year ago, Tesla was still able to reduce its inventory, but now its warehouses are filling up.

In Germany, the situation for the US automaker has still not changed. The Federal Motor Transport Authority (KBA) released its new registration statistics for the first half of 2025 at the same time as Tesla's quarterly figures – and Tesla is deep in the red. The brand plummeted by 58 percent compared to the first half of 2024, with only 1,860 Teslas registered in Germany in June 2025. Interestingly, in this context, a few days ago Elon Musk parted ways with Omead Afshar, the company's vice president responsible for sales in Europe and the USA. According to the latest industry information, the Tesla CEO is now personally handling sales in the crisis regions.

This could be a good idea, as Trump's foray into US politics with his former best buddy Donald Trump has caused irritation among some of the regular customers. And undoubtedly cost the busy entrepreneur time resources that he couldn't invest in the brand. In addition to the politically charged part of the attempts to explain Tesla's downfall, there is another component: the generational change in the brand's most important car, the Model Y.

In Germany, the increase in delivery volume was forecast for the second half of the year, and we will gain more certainty in the coming months. The Chinese market could provide the first indication that this theory is correct: In the last week of June, new Tesla registrations there increased by around 50 percent compared to the previous year.

Politics and model changes notwithstanding, Tesla faces a more serious problem: its competitiveness. In China, the brand is being attacked from all sides by domestic brands; in Europe, many manufacturers have caught up with Tesla's former technological and innovation lead. Tesla urgently needs new products; its dependence on the Model Y, on which the entire brand's fortunes practically depend, is overwhelming.