Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops

Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops

      Tesla attributed its recent struggles to various factors but failed to address the primary issue.

      Tesla's automotive revenue fell by 16 percent in the second quarter of 2025.

      Deliveries of the Model 3 and Model Y decreased by 12 percent, totaling 373,728 units.

      Deliveries of the Cybertruck and older models dropped by 52 percent during the same timeframe.

      Tesla has published its financial results for the second quarter, revealing disappointing figures. This outcome was anticipated due to heightened competition and Elon Musk's problematic involvement in politics.

      To get straight to the figures, automotive revenue decreased by 16% from $19.9 billion to $16.7 billion in Q2 2025. Total revenue also dropped by 12% to $22.5 billion.

      As a result of these declines, the company’s total gross profit fell by 15% to $3.9 billion, while the Adjusted EBITDA declined by 7% to $3.4 billion.

      Tesla cited a mix of reasons for the unsatisfactory results, such as a decrease in vehicle deliveries and lower income from regulatory credits. Additionally, the average selling price of vehicles has declined, coupled with increased competition.

      Looking more closely, deliveries of the Model 3 and Model Y fell by 12% to 373,728 units in Q2. The Cybertruck continued to underperform, with Tesla reporting only 10,394 "other" deliveries, a 52% drop, which includes deliveries of the Model S and Model X.

      Tesla attempted to highlight some positives, stating, “Our entire model lineup is better than ever with recent updates.” The company also mentioned they are “continuing to make progress preparing for the launch of additional models this year.”

      Regarding future models, the long-awaited Roadster is still in the “design development” phase, indicating it won’t be available soon.

      Tesla also discussed its newly launched robotaxi service in Austin, mentioning that they are working to “further improve and expand” the ride-hailing initiative. The company noted it is looking to expand into other U.S. cities, with efforts that are not “location-specific,” which will facilitate rapid scaling to different cities with minimal investment.

      On the charging front, Tesla added 904 Supercharger stations over the past year. This is positive news, given that other automakers have gained access to the network, thus enhancing its profitability.

Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops

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Robotaxis and Roadsters Won't Rescue Tesla from This Revenue Decline | Carscoops

Tesla pointed to several reasons but failed to address the obvious issue at hand.