Tesla reported a 2.1% year-over-year decline in Q3 2026 EV deliveries with 486,532 vehicles sold, though it still beat analyst expectations of 456,600. Cybertruck and other niche models saw a steep 48% sales drop to just 8,295 units, while energy storage deployment grew 9.6% year-over-year to 13.7 GWh. Total production actually rose 3.7%, but the company couldn't sell all it built.
Background
Tesla reported Q3 2026 delivery numbers on October 2, with full financial results to follow on October 21. The Cybertruck, launched in late 2023, has struggled to meet production and demand targets since its release.
- Source
- Ars Technica
- Published
- Oct 3, 2026 at 12:05 AM
- Score
- 6.0 / 10