Tesla’s Sales Earnings Beat Expectations
Tesla’s Q3 2025 sales results. Wall Street estimates are around 440,000, delivering nearly half a million. It’s a record global sales increase of more than 7% year-over-year.
Just a few months ago, almost all media at home and abroad said that Tesla’s decline was structural and difficult to reverse. Not just legacy media. There were no exceptions to media that deal with technology such as Sampro, Aware, and Coffee Pot.

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I’ve been talking about Tesla’s sluggishness since early this year, whenever I have time, that the waiting demand for the launch of the new Model Y model is a big part. Model Y is not just one of Tesla’s many models. It accounts for 70% of Tesla’s sales and is the best-selling model for both electric and internal vehicles by global standards. The analysis is wrong because you don’t understand this and your feelings for Musk are ahead of you.

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Just three months ago, I said I’d see you in October, when sales for the third quarter of 2025 are counted. The result seemed so obvious that it was a pretty confident prediction. Of course, I was sure to say something else then, so I wondered what other wheezing they would do this time.

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“Tesla Up 7% In Q3 Deliveries…The future outlook is the impact of the purchase on the end of benefits for “dark” electric vehicles. Of course, it’s not completely groundless. It’s true that the U.S. federal tax credit ($7,500 per vehicle) is ending.
However, just a few months ago, Tesla said that the third quarter was also gloomy because it was not sold, but because the third quarter was selling well, the fourth quarter was dark because it would not sell this much

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Tesla’s future no longer depends on how many cars it sells. Success in energy, autonomous driving, robotics, and AI infrastructure is everything. I think all the analyses and articles that are humming about regional quarterly sales are just a kind of noise. If you’re going to make noise, do a good job of forecasting quarterly sales, let alone making mid- to long-term forecasts.