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Podcast: Elon Musk Podcast
Episode: Tesla suffers MASSIVE 15% Drop in Sales
Description: Tesla published its Q4 delivery consensus directly on its investor relations website for the first time ever. The expected number is 422,850 vehicles, a 15 percent drop from a year ago. Full-year 2025 deliveries are projected at 1.64 million, down 8.3 percent from 2024, marking a second consecutive year of declining sales. The move is seen as a defensive strategy to set expectations ahead of weak results following the expiration of the federal EV tax credit.