
Nate
shared a link post in group #Data is beautiful
Tesla has shared a consensus it compiled of analyst predictions for how many vehicles it will deliver this quarter, an unusual move for the electric automaker. Notably, the consensus implies analysts expect a 15% year over year drop in the number of vehicles Tesla will deliver in the fourth quarter of 2025.
That would mean the year would end with deliveries down 8% from last year. Fourth quarter 2025 sales have long been expected to shrink because a U.S. tax credit for electric vehicles expired on Sept. 30, causing some consumers to buy vehicles earlier in the year. But sales were depressed earlier in the year as well, with some attributing the decline to consumer dissatisfaction with Elon Musk’s political activities.
Tesla usually posts delivery figures for each quarter on the first trading day of the following quarter, which would be this coming Friday for the fourth quarter of 2025. But it is unusual for Tesla to share compilations of analyst predictions before it releases delivery figures. The consensus posted by Tesla also showed sales recovering in 2026 and continuing to climb for the next few years.
#Data is beautiful
ir.tesla.com/press-releas..

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