Tesla is now claiming that Cybertruck was the ‘best-selling electrical pickup in US’ final 12 months regardless of not even reporting the variety of deliveries.
There’s loads of context wanted right here.
As we frequently highlighted, Tesla is unfortunately one in all, if not essentially the most, opaque automakers concerning gross sales studies.
Tesla doesn’t break down gross sales per mannequin and even area.
For comparability, right here’s Ford’s This autumn 2024 gross sales report in comparison with Tesla’s:
You might argue that Tesla has fewer fashions than Ford, and that’s true, however Tesla’s report actually has two strains regardless of having six completely different fashions.
There’s no cause to not provide a whole breakdown like all different automakers aside from making an attempt to make it onerous to confirm the well being of every automobile program.
This has been the case with the Cybertruck. Tesla is bundling its Cybertruck deliveries with Mannequin S, Mannequin X, and Tesla Semi deliveries.
Regardless of this lack of disclosure, Tesla has been in a position to declare that the Cybertruck has turn out to be “the best-selling electrical pickup truck” within the US in 2024:
It very effectively may be true. Ford disclosed 33,510 F-150 Lightning truck deliveries within the US in 2024 whereas most estimates are placing Cybertruck deliveries at round 40,000 models.
These are world deliveries, however Tesla solely delivered the Cybertruck within the US, Canada, and Mexico in 2024, and a lot of the deliveries are believed to be within the US.
Nonetheless, there’s important context wanted right here, as we highlighted in our current ‘Tesla Cybertruck gross sales are disastrous‘ article.
First off, Tesla had a backlog of over 1 million reservations for the Cybertruck that it has been constructing since 2019. This led many to imagine Tesla already had years of demand baked in for the truck and that manufacturing can be the constraint.
Nonetheless, primarily based on estimates, once more, as a result of Tesla refuses to reveal the info, Cybertruck deliveries have been both flat or down in This autumn versus Q3 regardless of Tesla introducing cheaper variations of the automobile and ramping up manufacturing.
Once more, that’s after nearly 40,000 deliveries.
Moreover, with virtually 11,000 deliveries in This autumn within the US, Ford extra seemingly than not outsold Cybertruck with the F-150 Lightning in This autumn.
Electrek’s Take
Tesla is in injury management right here. There’s little doubt that it’s having points promoting the Cybertruck.
Stock is stuffed with Cybertrucks and Tesla is now discounting them and providing free lifetime Supercharging.
Tesla is nice at ramping up manufacturing, and it’s clear the Cybertruck is just not production-constrained anymore. It’s demand-constrained regardless of having over 1 million reservations.
Once more, these reservations have been made earlier than Tesla unveiled the manufacturing model, which occurred to have much less vary and value considerably extra.
The upcoming cheaper single motor model ought to assist with demand, however I’ve severe doubts Tesla can ramp this program as much as greater than 100,000 models within the US.
As a reminder, Tesla put in a manufacturing capability of 250,000 models yearly and Musk mentioned he may see Tesla promoting 500,000 Cybertrucks per 12 months.
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