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Tesla Cybertruck is US’ 3rd best-selling EV in Q3, behind Model 3 and Model Y

Credit: TesLatino/X

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Cox Automotive data has revealed that the Tesla Cybertruck was the United States’ third best-selling electric vehicle in the third quarter of 2024. The all-electric pickup truck was just behind its two stablemates, the Model Y crossover and Model 3 sedan, which were the U.S.’ best and second-best-selling EVs in Q3 2024, respectively. 

As could be seen in Kelley Blue Book’s Electric Vehicle Sales Report Q3 2024, Tesla remains the undisputed king of EVs in the United States, with 166,923 vehicles sold in the third quarter. Year-to-date, Tesla has sold 471,374 vehicles in the United States, accounting for 49.8% of the country’s electric vehicle sector.

Arguably the most surprising EV in Kelly Blue Book’s report was the Cybertruck, which sold 16,692 units in Q3 2024 and 28,250 year-to-date. These results make the Cybertruck the third best-selling EV in the United States in Q3 2024. It also makes the Cybertruck quite dominant in the battery electric pickup truck segment.

For context, the Ford F-150 Lightning, Rivian R1T, and Chevrolet Silverado EV sold 7,162, 3,817, and 1,995 units in the third quarter, respectively. This means that the Cybertruck, with its sales of 16,692 units in Q3, outsold its three biggest rivals combined during the quarter. That’s not bad at all for a vehicle that is constantly criticized and mocked in the news and social media. 

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The U.S.’ EV segment is completely dominated by the Model Y crossover, which sold 86,801 units in Q3 2024. Year-to-date, the Model Y’s U.S. sales were tracked at 284,831 units, which means that the all-electric crossover accounts for 30.1% of the United States’ electric vehicle sector on its own. This is especially impressive considering that some buyers may be waiting for a potential update to the Model Y, similar to the Model 3’s “Highland” update. 

Following the Model Y was the Tesla Model 3 sedan, which sold 58,423 units in the third quarter. Year-to-date, a total of 131,975 Model 3 sedans were sold in the United States. While this number is notably lower than the Model Y’s sales, it does highlight the the momentum of the reengineered Model 3, which has received rave reviews from professionals and consumers alike. It should also be noted that the Model 3 is only produced in the Fremont Factory and Giga Shanghai, unlike the Model Y, which is produced in the Fremont Factory, Giga Shanghai, Gigafactory Texas, and Gigafactory Berlin. 

Kelley Blue Book’s Electric Vehicle Sales Report Q3 2024 can be viewed below.

Kelley Blue Book EV Sales Report Q3 2024 Revised 10-14-24 by Simon Alvarez on Scribd

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla just told us twice that Model Y L is coming to the U.S.

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Credit: Tesla

Tesla just told us twice that the Model Y L is coming to the U.S., and two social media posts definitely just tipped the company’s hand, as if they wanted it to be any other way.

The two social media posts basically confirm that the slightly longer version of the Model Y will be heading to the United States soon, and many have speculated that the company could launch the vehicle as soon as this weekend.

The first post was directly from Tesla, and it showed an incredibly long Dachshund, with words above that said, “Looking forward to the long weekend.”

Anyone who knows Tesla knows the company loves to troll its fans and have fun, and this is a perfect example of that. While not a direct acknowledgement, Tesla is very involved on social media, especially CEO Elon Musk’s platform X, and the company is well aware of what is being discussed within the community.

With recent sightings of Model Y L test mules in California, peeks of the vehicle at Giga Texas, and a large call for the car to come to the U.S., Tesla is simply stoking conversation with this.

However, the company also made another move that was recognized on social media. Tesla has a large gallery that includes photos of its products so media and others can use them. This gallery applies to the U.S. market specifically, unless otherwise specified.

Tesla uploaded a Model Y L to the Gallery last night:

This seems to be another indication that the Model Y L is coming to the United States.

Musk said last year that the Model Y L could make its way to the United States late this year, but it was not something that was set in stone by Tesla. The company definitely needs to establish something in the SUV market that is larger than the Model Y, and the Model Y L might be the answer.

Even still, there are consumers out there who would love Tesla to develop something even larger, like a competitor to the Tahoe or Expedition. Tesla has not really given much of an indication that it will go in that direction.

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Tesla is using vehicle microphones to improve build quality: here’s how

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Credit: Tesla

Tesla is using the vehicles’ internal microphones to improve build quality, Vice President of Engineering Lars Moravy revealed recently.

It’s no secret that Tesla is always finding ways to make its manufacturing operations more efficient, accurate, and valuable. Constantly trying to make its cars better, the company has never placed any restrictions on what it will do to improve everything from panel gaps to paint.

As Teslas have been driving autonomously on the property of the Gigafactory Texas plant for a while now, Moravy revealed to Herbert Ong in a new interview that cars rolling off production lines now autonomously navigate themselves through a bumps, squeaks, and rattles (BSR) portion of the line. This helps to identify any loose or improperly installed internal parts.

The cabin’s microphones, which are used for a variety of things in ownership, simultaneously monitor any noises inside the vehicle while it rolls through the BSR portion of the production line. Moravy actually revealed that Tesla is trying to build “Full Self-Hearing,” an AI system that will detect minor imperfections so they can be corrected before delivery.

It’s no secret that build quality is something that Tesla struggled with as it scaled to a fully massive production operation that manufactures over 1.6 million vehicles per year. However, in recent years, especially, there have not been as many complaints. Tesla has truly improved upon its build quality and paint quality over the past several years, especially in the U.S.

Tesla’s ‘megacasts’ are key to massive build quality improvements

While those improvements have been evident, there are still some complaints; no automaker is perfect with this. But this step will now ensure that every single car that rolls off the production lines at Gigafactory Texas will be void of any creaks, squeaks, or squeals when it leaves the factory.

This measure is one of the most unique we’ve seen in terms of a strategy to avoid build quality issues, but it is not exclusive to Tesla.

Ford uses acoustic analysis AI to find abnormalities in seat motors, climate control units, and other components. Suppliers and OEMs will also use microphone arrays or particle velocity sensors in end-of-line stations.

The full interview with Lars Moravy is available below:

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Investor's Corner

Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent

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Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.

Tesla reported it delivered 467,762  Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.

The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.

Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.

For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.

Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.

Tesla sends production Cybercab with no steering wheel, pedals to on-road testing

The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.

Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.

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