Tesla has confirmed through its delivery report that Cybertruck sales have now dropped to ~5,000 units per quarter.
After planning for a production capacity of over 250,000 units per year, Tesla is currently selling the pickup truck at a rate of ~20,000 units annually.
What will happen to the vehicle program?
Tesla is notoriously opaque with its vehicle sales. The automaker hides the health of its vehicle programs by bundling a bunch of models into categories: Model 3/Y together, despite both being large and different vehicles, and then Model S, Model X, Cybertruck and Tesla Semi in a single “other models” category.
With the release of Tesla’s Q2 2025 delivery and production results, Tesla confirmed the production of 13,409 “other models’ and the delivery of 10,394 units.
‘Other models’ is now down to less than half of its peak in 2024, when Tesla was still benefiting from a backlog of Cybertruck reservations. However, sales have dropped significantly in 2025, despite increased incentives to buy the electric pickup truck, including access to the $7,500 tax credit.
Tesla’s ‘other models’ sales are now lower than they were in Q1 2023 when Tesla didn’t even have the Cybertruck included in the category.
Model S and Model X sales are also down, but they are believed still to be around 5,000 units based on international data.
This would put Tesla’s Cybertruck deliveries in Q2 2025 at about 5,000 units.
In comparison, Ford sold more F-150 Lightnings with 5,842 units despite sales dropping 26% year-over-year.
GM is also now out-selling the Cybertruck with its electric pickup truck platform, albeit between several models.
The automaker announced having deliveries 3,056 Silverado EVs during the last quarter, but you can also add to that 1,524 GMC Sierra EVs. Furthermore, GM confirmed that it delivered 4,508 Hummer EVs, though there’s a mix of pickup trucks and SUVs in that.
Electrek’s Take
The real problem here is that Tesla set up production capacity of 250,000 Cybertrucks per year and now operates at less than 10% capacity.
In fact, it could be worse than that right now since Tesla appears to still have 3,000 Cybertrucks in inventory in the US.
The automaker has been throttling back production at Gigafactory Texas to avoid building up too much inventory.
At this point, most Tesla shareholders believed the company would be selling 10 times more Cybertrucks per quarter. This underutilized production line is now proving to be a bad investment, and something will have to be done.
I’ve discussed potential solutions in my Tesla Secret Master Plan (Part 4) article.
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