Tesla Q4 2025 delivery miss hands BYD the EV crown — Stifel pays another structured-note settlement
NEW YORK, Jan 3, 2026, 18:54 ET Tesla said it delivered 418,227 vehicles in the fourth quarter of 2025 and 1,636,129 vehicles in 2025, while producing 434,358 vehicles in the quarter. The company also deployed 14.2 gigawatt-hours of energy storage products, a record, and set its quarterly results for Jan. 28. Tesla Investor Relations Investors treat Tesla’s delivery figures as one of the clearest snapshots of demand because the company does not publish monthly sales. The update lands weeks before Tesla’s earnings report, when it typically provides more detail on pricing, margins and outlook. Tesla lost its crown as the