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April 15, 2025

Tesla deliveries drop 13% as buyers flee Musk's political controversies

Reuters
Reuters
The Guardian
Reuters
The Guardian
+18

Customer surveys cite political controversies as deterrent in lowest quarterly deliveries

On Apr. 15, 2025, Tesla reported Q1 deliveries of 336,700 vehicles, down 13% year-over-year—the company’s weakest quarter in almost three years; customer surveys cited Elon Musk’s political controversies as a key reason that 42% of buyers waited or canceled orders (Reuters Q1 preview 2025-04-02; Topic Description 2025-04-15).

In Apr. 2025, new Tesla registrations across 25 EU countries plunged 44%, while BYD achieved 7,231 battery-electric vehicle registrations versus Tesla’s 7,165, marking BYD’s first outselling of Tesla in Europe (The Guardian 2025-03-24; Reuters BYD 2025-05-22).

A May 2025 Axios-Harris poll found Tesla’s corporate reputation ranking slid from 12th in 2024 to 62nd, underscoring how executive activism has eroded brand equity (EVxL/Axios 2025-05-20; Reuters sentiment 2025-05-21).

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Test Your Knowledge

10
Q1

Global protests were planned at roughly how many Tesla locations on 30 March 2025?

Q2

Tesla’s Q1 2025 global deliveries fell year-over-year by roughly—

Q3

Tesla blamed part of the sales dip on customers waiting for a refreshed—

Q4

Guardian data show Tesla’s April EU sales were down about—

Q5

Which UK subsidy phase-out in 2025 compounded Tesla’s local sales drop?

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People, bills, and sources

What you can do

1

Review Tesla’s full list of public incentives—over $3 billion to date—at the Subsidy Tracker website (https://subsidytracker.goodjobsfirst.org/parent/tesla) and use the detailed breakdown in budget-oversight or local grant-review hearings.

2

Prepare a shareholder proposal under NASDAQ Rule 5605 by consulting the official rulebook at https://listingcenter.nasdaq.com/rulebook/nasdaq/rules/nasdaq-5600-series and submit it before the 2025 annual meeting deadline.

3

To influence future Gigafactory expansions, monitor conditional-use permit filings on the Storey County Planning Commission site (per Reuters 2025-02-12), then submit written testimony via the county’s published hearing portal by the deadline stated in the permit notice.