Tesla has presented results. And they have been so bad in this first quarter of 2025 that it would be necessary to travel four years ago to find similar figures. There are various reasons but Elon Musk’s ambitions and promises are having their direct consequences on the company.
An entire life. Four years for Tesla is a whole life. The company has been growing at a devilish pace until last year. But 2024 already closed it with sales lower than the previous year despite doing everything possible to avoid it. In the first quarter of 2025, the benefits have fallen to just over 400 million euros, 71% less than in the same period a year ago.
You have to go back to 2021 to find such a low figure. The problem for the company is that, then, it sold one less car (the Cybertruck was just a promise) and still did not reach one million units sold. That is, going back four years for Tesla is to go back a long time because the company was very different.
A 2025 to shake. The first three months of the company have been really bad. To the point that they would have lost money if it is not for the sale of regulatory credits (the payment made by other companies to comply in the average emissions by submitting to the regulators under the same group).
In the absence of knowing to what the Tesla model update and is directly affecting its sales, the truth is that the company is leaving huge falls in countries such as Germany or France, which sell the most electric cars in Europe. In the German country, in fact, they reach 60% fall.
At the same time, their actions have collapsed and right now cost half that in December 2024. This future of the actions must be taken prudence since they are intimately linked to the figure of Elon Musk. In fact, despite the bad results, the confirmation of the company’s CEO to abandon part of its governmental tasks to focus on Tesla has raised its price by more than 10%.
Musk. It will reduce your work in the United States government “significantly.” This has been the word used by Elon Musk to quantify the amount of hours he will stop using in front of Doge (the department that leads within the State) to dedicate it to Tesla.
This task has been, for some investors, the reason why the company has shipwrecked in recent months. For others, such as The New York Timesit is evident that there is damage to the company’s image with the statements and gestures of Elon Musk. The anger of those who have promoted the boycots to the company have focused, above all, to highlight the attitude of their greatest shareholder.
A low profile in the government can be understood as a longer time dedicated to Tesla or as a lower public exposure and, therefore, a less worn image. The first interested party, in fact, is Musk himself whose fortune depends largely on the future of Tesla.
But not everything is political. It seems unquestionable that Tesla’s image is irremediably associated with the figure of Elon Musk. He Financial Times He came to qualify the owner of the company as “demolition ball.” But there are other edges that deserves to stand before accusing Musk’s political drift as the only guilty of the bad results.
The model hangover and. Something that explains the low sales of Tesla is that Tesla Model and has been renewed in the first weeks of 2025. Several factors must be taken into account:
- The lines have had to be renewed, so production has been reduced.
- Until in a few months we will not know how many possible buyers were waiting for the update before formalizing the purchase.
- To sell the Tesla Model and in stock, great discounts and very attractive financing have been applied, greatly reducing the profit margin.
- In the coming months we will begin to see how much the update of Tesla Model is interested and in front of the competition.
In 2024, Tesla sold 1.77 million cars in the sum of the Tesla Model 3 and Model Y. of them, 1.09 million were represented by the electric SUV despite the fact that it was already known that the car was going to be renewed. Any mishap that hurts Tesla Model sales and is, right now, a problem for the company since half of sales are from this car.
A cybertruck that is failing. Another of Tesla’s great problems and, probably, its greatest commercial failure. The Tesla Cybertruck promised to be a supervent. The volume of reservations encouraged to think about the car in these terms. But after the first fever, sales have collapsed to the point that analysts talk that the company will only produce 55,000 units a year, compared to 250,000 promised units.
Tesla had the opportunity to make your Cybertruck an aspirational vehicle, of low production and great benefit that reported brand image benefits. However, he has starred memes on social networks and, above all, revision calls have been continuous for all kinds of reasons, damaging their value. To the point that the company already seeks a solution to place thousands of them in markets outside the United States.
The car that never comes. At the same time, Tesla and Musk have been promising for years of $ 25,000. One that has been impossible for the company to sell. If we do not have a Tesla electric car of $ 25,000, it is simply, because the company has not found a way to make it profitable.
In recent months we have known that the alternative will be a kind of Tesla Model and in miniature. But the car should arrive as a more affordable option than the current SUV as it would touch $ 40,000, according to The Wall Street Journal. In the same terms it was expressed Reuters Recently and in the call to investors Musk himself confirmed that the car will reuse aspects of current platforms, so we will not see a completely new car.
Speaking a more affordable SUV than a Tesla Model and current would be an important push to its sales where the C-SUV is one of the best-selling segments. Especially if we take into account that the competition squeezes and that cars such as the KIA EV3 promise 450-500 kilometers of real autonomy in a car that moves in 40,000 euros and is much smaller than the model and current.
Shooting everything. In addition to aiming to Tesla Cybertruck and, everything indicates, fail or at least not fulfilling expectations. In addition to aiming a more affordable electric car and failing into the calculations, Tesla has also pointed to a robotaxis service and autonomous driving.
We are about to discover whether or not this shot is accurate. At the moment, it is known that the company will work with Tesla Model and updated by software in its first tests in real conditions. Although the company had not talked about it until now, it seemed obvious considering that in the first steps the regulators force to work with vehicles with pedals and steering wheel.
Will we see the Tesla Cybercab in the street and, above all, offering a profitable service? Elon Musk put himself as a term 2026. The owner of the company said they would be operating with them before 2027 because “it was not optimistic” with the deadlines given by the regulators. A promise that seems impossible to see the future of other companies that, such as Cruise, have burned billions of dollars and have not obtained any benefit.
Foto | The White House y Xataka
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