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Tesla Model Y surpasses Model 3 in Q3 registrations in California, data shows
The Tesla Model Y has officially become the most popular vehicle in California from the Silicon Valley-based automaker. New data shows that the all-electric crossover has officially surpassed its sibling in the Model 3 sedan in the company’s home state.
Cross-Sell, a vehicle data research firm, showed that the Golden State had around 16,200 Teslas registered during the third quarter of 2020. The new Model Y crossover became the company’s top-seller in the state, accounting for 7,300 registrations in Q3.
The mass-market Model 3 sedan accounted for around 6,500 total registrations during the third quarter, Reuters reported:
“At nearly 7,300, registrations in the state for Tesla’s Model Y compact crossover utility vehicle surpassed those for the Model 3.”
CEO Elon Musk once stated that Tesla expected the Model Y to overtake the Model 3 in terms of popularity.
“We expect the demand for Model Y will be maybe 50 percent higher than Model 3, could be even double,” Musk said during the Q4 2018 Earnings Call. “As I understand it, the midsize SUV segment worldwide is the most popular type of vehicle, so we’ll probably see a higher volume of Y than 3.”
This turned out to be a reality, at least in Q3 2020. The Model Y crossover was first delivered in March 2020 and has quickly become one of Tesla’s most sought after vehicles.
As a company, registrations of Tesla’s all-electric vehicles in California surged 60% in 2020’s third quarter compared to the second quarter, the data also shows.
This is a 60% boost compared to the registration figures that Tesla showed during the second quarter, which had roughly 9,800 Tesla EVs registered.
The second quarter of 2020 was a rough stretch of time for most sectors worldwide. Automotive companies, however, experienced large-scale dropoffs in sales and vehicle registrations due to the COVID-19 pandemic. Tesla was not immune to this either.
However, Tesla experienced a shutdown of its Fremont vehicle manufacturing facility in Northern California for nearly a month and a half. The company could not fulfill vehicle orders on a massive scale during this time frame, which negatively affected its delivery figures for the quarter. According to data released by the automaker, 90,891 cars were delivered to owners during Q2 2020.
The company rebounded nicely during Q3, which proved to be Tesla’s most successful quarter as a company in terms of production and delivery figures. On October 2nd, the company revealed 139,300 cars delivered and 145,036 cars produced during Q3. Both numbers were a company record.
However, it remains to be seen whether Tesla will turn a profit for the fifth consecutive quarter, which will extend another company record. Tesla will release those details during its Q3 Earnings Call, which is scheduled to take place on October 21st at 2:30 PM Pacific Time.
News
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
