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Earnings · Jul 2, 2025

Tesla Deliveries Miss, Robotaxi Timeline Pushed to 2026

Tesla delivered 387,000 vehicles in Q2, below the 430,000 estimate, and delayed its Robotaxi launch.

Tesla (TSLA) delivered 387,000 vehicles in the second quarter, missing the 430,000-unit consensus and marking a second consecutive quarter of year-over-year decline. The company attributed the shortfall to retooling at its Fremont and Berlin plants ahead of the refreshed Model 3 ramp.

More consequentially, Tesla pushed the commercial launch of its Austin Robotaxi network from August 2025 to mid-2026, citing pending regulatory approvals. CEO Elon Musk said on the call that 'the cars are ready; the regulators are not.'

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Not financial advice
All content on TrendForge is for educational and informational purposes only. Nothing here is a recommendation, solicitation, or personalized financial advice. Markets carry risk — you can lose money. Do your own research and consult a licensed professional before acting.