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Tesla’s vehicles led U.S. EV sales again last quarter: report

Tesla, Ford, and Chevrolet’s models led the pack in Q1, while more new EVs hit the road than ever.

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Credit: Joe Tegtmeyer

Recent data has shown that Tesla’s Model Y and Model 3 remained the top-selling electric vehicle (EV) models in the U.S. in the first quarter, despite a decline in overall sales in the market.

As detailed in the latest Kelley Blue Book EV sales report, shared by Cox Automotive on Thursday, Tesla’s Model Y and Model 3 outsold the next several models combined during the first quarter, while the Cybertruck was the tenth best-selling EV overall.

Tesla sold 64,051 Model Y units, representing a 33.8 percent drop year over year, along with selling 52,520 Model 3 units, marking a 70.3 percent increase year over year, to outpace the next several models combined. The Tesla Cybertruck sold 6,406 units, while the Model S and X sold 1,280 and 3,843 units, respectively.

Tesla also launched a new version of the Model Y in the first quarter, likely explaining at least a part of the decline, though the brand also faces continued pressure from the public, as many have targeted stores and vehicles in protesting Elon Musk and the Trump administration.

Meanwhile, the Ford Mustang Mach-E, the Chevy Equinox EV, and the Honda Prologue followed and made up the rest of the top five, with 11,607, 10,329, and 9,561 units sold, respectively. A number of models were also introduced to the market last year, such as the Porsche Macan, the VW ID.Buzz, and Volvo’s EX30 and EX90 models. Honda and Acura also added over 14,000 EVs to U.S. roads, marking an increase from having no products in Q1 2024.

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Additionally, many models such as the Chevy Equinox EV, the Honda Prologue, and the VW ID.4 all climbed in the rankings from the full-year 2024 EV sales list, and it will be interesting to see how these and other emerging models hold as the year rolls on.

Cox also points out that Tesla’s overall sales were down 8.6 percent from last year’s first quarter, while General Motors (GM) sold over 30,000 EVs across its brands to lead the sector in sales growth.

See the full list of BEVs sold below, as ranked by volume. You can also check out the full Q1 EV sales data from Cox Automotive here, or read the firm’s press release on the report here.

READ MORE ON U.S. EV SALES: Tesla average transaction prices (ATP) rise in March 2025: Cox Automotive

EV models sold in the U.S. in Q1 2025, ranked by volume

  1. Tesla Model Y: 64,051
  2. Tesla Model 3: 52,520
  3. Ford Mustang Mach-E: 11,607
  4. Chevrolet Equinox EV: 10,329
  5. Honda Prologue: 9,561
  6. Hyundai Ioniq 5: 8,611
  7. VW ID.4: 7,663
  8. Ford F-150 Lightning: 7,187
  9. BMW i4: 7,125
  10. Tesla Cybertruck: 6,406
  11. Chevrolet Blazer EV: 6,187
  12. Toyota BZ4X: 5,610
  13. Rivian R1S: 5,357
  14. Cadillac Lyriq: 4,300
  15. Acura ZDX: 4,813
  16. Nissan Ariya: 4,148
  17. Tesla Model X: 3,843
  18. Ford E-Transit and Kia EV9 (tied): 3,756
  19. Kia EV6: 3,738
  20. BMW iX: 3,626
  21. GMC Hummer Truck/SUV: 3,479
  22. Porsche Macan: 3,339
  23. Hyundai Ioniq 6: 3,318
  24. Audi Q6 e-tron: 3,246
  25. Subaru Solterra: 3,131
  26. Chevrolet Silverado: 2,383
  27. Jeep Wagoneer EV: 2,595
  28. Nissan Leaf: 2,323
  29. Dodge Charger EV: 1,947
  30. Rivian R1T: 1,727
  31. Cadillac Escalade EV: 1,956
  32. VW ID.Buzz: 1,901
  33. BMW i5: 1,899
  34. Audi Q4 e-tron: 1,874
  35. Mercedes EQB: 1,622
  36. Cadillac Optiq: 1,716
  37. Rivian EDV500/700: 1,469
  38. Lexus RZ: 1,453
  39. Tesla Model S: 1,280
  40. GMC Sierra EV: 1,249
  41. Volvo EX30: 1,185
  42. Kia Niro: 1,162
  43. Porsche Taycan: 1,019
  44. Volvo EX90: 1,000
  45. Hyundai Kona EV: 914
  46. BMW i7: 888
  47. Mercedes EQE: 742
  48. Genesis GV60: 733
  49. Genesis GV70: 712
  50. Mini Countryman: 693
  51. Mercedes EQE: 742
  52. Audi Q8 e-tron: 535
  53. Mercedes G-Class and EQS (tied): 509
  54. Jaguar I-Pace: 381
  55. Volvo C40: 315
  56. Chevrolet Brightdrop 400/600: 274
  57. Audi e-tron: 250
  58. Volvo XC40: 218
  59. Mercedes E-Sprinter: 90
  60. Genesis G80: 51
  61. Chevrolet Bolt: 13
  62. Mini Cooper: 3

*Additional EV Models: 5,930

*The additional EV models category is likely made up of low-volume, luxury, and niche EV makers, such as those from Lucid and Polestar. However, at the time of writing, Cox Automotive has not yet responded to Teslarati’s request for comment on which vehicles were excluded.

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Top 10 EV sellers by brand in the U.S. in Q1 2025

  1. Tesla: 128,100
  2. Ford: 22,500
  3. Chevrolet: 19,186
  4. BMW:13,538
  5. Hyundai: 12,843
  6. VW: 9,564
  7. Honda: 9,561
  8. Kia: 8,656
  9. Rivian: 8,553
  10. Cadillac: 7,972

These were the best-selling EV brands in the U.S. in Q1

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla’s Hollywood Diner is finally getting close to opening

Tesla’s construction of the Southern California diner, drive-in, and Supercharger hasn’t exactly been quick, but it appears to be getting close to opening.

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Credit: HowardModels | Twitter

Tesla looks to be getting closer to opening its highly anticipated diner, drive-in movie theater, and Supercharger location in Southern California, after the company began construction on the project in the latter part of 2023.

On Sunday, X user BLKMDL3 stopped by the Hollywood Tesla Diner location and shared photos of the site, noting that Superchargers are now lit up, parking lots are fully paved, and construction generally appears to be nearing completion. The news comes after Tesla has been building out the site for around 18 months, which many have pointed out is longer than some of the company’s latest production facilities have taken.

Tesla has yet to disclose when it plans to open the Supercharger location, though it appears to be getting closer than ever, at least as far as construction is concerned. The company also included some code related to integration with the diner in its latest version of the Tesla mobile app in January, along with posting its first job listings for the site in August.

You can see the latest progress on the Tesla Diner below, courtesy of X user BLKMDL3.

Credit: BLKMDL3 | X

Credit: BLKMDL3 | X

Credit: BLKMDL3 | X

READ MORE ON TESLA SUPERCHARGERS: Tesla is building a new UFO-inspired Supercharger in the heart of Alien country

The user also notes that the adjacent parking lot is being built out to include additional Supercharger stalls, with the actual lots for the diner including around 28 to 32 stalls total, consistent with permits for the project. Next door, the user says the company is building roughly an additional 50 or so stalls, though these aren’t likely to be open when the diner initially opens.

The site is located at 7001 West Santa Monica Boulevard, and according to Elon Musk’s original concepts for the Supercharger discussed on what was then Twitter in 2018, the unique charger is set to include a 1950s-style diner with rock and roll and waiters on roller skates, in addition to drive-in theater screens playing scenes from the best movies in history.

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Tesla gained a series of construction permits for the project throughout 2023, before officially beginning construction in September 2023. You can see photos from the site below, taken just weeks after groundbreaking, as well as in January and April of last year.

Tesla’s LA Diner and Supercharger in November 2023

Credit: Ed Howard | X

Tesla’s LA Diner and Supercharger in January 2024

Credit: Fox 11 Los Angeles

Credit: ShorealoneFilms | X

Tesla’s LA Diner and Supercharger in April 2024

Credit: 247Tesla | YouTube

Credit: 247Tesla | YouTube

Tesla exec highlights advantages of prefabricated Superchargers

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Tesla building apparent Cybercab castings ahead of launch

Tesla has been producing what look like some Cybercab castings at Giga Texas, as spotted this week ahead of the vehicle’s upcoming launch.

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Tesla’s Gigafactory in Texas is building what appear to be castings for the upcoming Cybercab, ahead of the vehicle’s launch and the highly anticipated debut of Unsupervised Full Self-Driving (FSD).

On Monday, Tesla Giga Texas site observer Joe Tegtmeyer shared photos on X of some unique castings out beside the factory. Notably, Tegtmeyer points out that the castings are quite different from those of the Model Y and Cybertruck, which are currently the only two vehicles being produced at the Austin, Texas plant—at least publicly.

Some viewers noted that the castings appear to have a similar shape to the Cybercab, along with being one single casting, compared to the two-piece Giga casts the factory produces for the Model Y and Cybertruck. The shape appears to be consistent with Tesla’s unboxed production process, which is expected to build single-piece castings and will be used for the upcoming Cybercab.

You can see Tegtmeyer’s photos of the castings below, in comparison with the Cybercab body and castings for the Model Y and Cybertruck.

Giga Texas castings April 21, 2025, compared to Cybercab

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Credit: Joe Tegtmeyer | X

Credit: Joe Tegtmeyer | X

Giga Texas Model Y rear casting

Credit: Joe Tegtmeyer | X

Giga Texas Cybertruck castings

Credit: Joe Tegtmeyer | X

READ MORE ON TESLA’S GIGA TEXAS: Tesla Cybercab no longer using chase vehicles in Giga Texas

In March, Tesla Vice President of Vehicle Engineering Lars Moravy confirmed in an interview with manufacturing expert Sandy Munro that Cybercab production would be starting prototype builds this summer, while the automaker is aiming to ramp for volume production in 2026.

While it isn’t summer yet, executives also confirmed in January that Cybercab production lines were already being prepared at Giga Texas, so it’s not unlikely that these castings are some of the upcoming vehicle’s first prototype builds.

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The unboxed production process is also expected to revolutionize the automotive manufacturing industry, with CEO Elon Musk emphasizing how different the production line looks compared to its past vehicles during the Q1 2025 All-Hands meeting. Instead, Musk says the production line appears more like a high-speed consumer electronics line, and it’s expected to push Cybercab builds out in less than five seconds.

In a post on X earlier this month, Musk also reiterated that the Cybercab production line and the factory in general are essentially the products on their own, rather than just the cars themselves.

“The Tesla factory, especially our next gen Cybercab line, is the product,” Musk said. “That, autonomy and Optimus, are what matter.”

Tesla is also aiming to launch its first commercial robotaxi services around Austin, Texas this summer, along with launching its first iterations of Full Self-Driving (FSD) Unsupervised. The company is also holding its Q1 earnings call on Tuesday, during which executives are expected to address questions about the Cybercab and the upcoming commercial robotaxi service.

Tesla’s Giga Texas vehicles now drive themselves to outbound lot

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Tesla sits at a ‘crossroads,’ Wedbush says by listing six negatives

Wedbush is still bullish on Tesla, but says Elon Musk needs to make a choice between DOGE and the car company.

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Credit: Tesla

According to Wedbush, Tesla is sitting at a “crossroads” as it nears its Q1 2025 Earnings Call on Tuesday.

Although the company’s Earnings Calls have been primarily focused on the financials and accomplishments of the past quarter, Tesla is approaching this one differently.

Tesla has even said that this Earnings Call will feature a “company update,” and as most believe it will detail plans for future models and production timelines, others have different expectations and beliefs over what could be said.

Tesla still on track to release more affordable models in 1H25

Wedbush’s Dan Ives believes Tesla is at a crossroads and outlined his six biggest concerns for the company since CEO Elon Musk took on a role within the White House at the Department of Government Efficiency (DOGE):

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  1. Tesla has now unfortunately become a political symbol globally of the Trump Administration/DOGE
  2. Tesla’s stock has been crushed since Trump stepped back into the White House
  3. Brand damage to Musk/Tesla resulted in a terrible 1Q delivery number, with much lower 2025 deliveries on the horizon
  4. Protests and violence against Tesla dealerships/owners have erupted around the globe
  5. 25% auto tariffs have been enacted, delaying future lower-cost models for Tesla, even though Musk is vocally against the tariffs for obvious reasons
  6. Potentially 15%-20% permanent demand destruction for future Tesla buyers due to the brand damage Musk has created with DOGE

Ives has held onto the idea that Musk’s involvement has made Tesla synonymous with the Trump administration, but that only seems to be true for those who share ideologies that oppose what the White House is doing.

Others are able to differentiate between the two, noting that Tesla is not a Trump organization, and vice versa.

Of course, there are negative sides to Musk splitting his time between the two and having ties to the President. Politically, it is hard to appease everyone.

Despite this, Wedbush’s Ives said the firm still remains bullish on Tesla:

“So why stay bullish? It’s a great question. We believe Tesla along with Nvidia are two of the most disruptive technology companies on the globe over the coming years. The unparalleled innovation, engineering scale, autonomous roadmap, and robotics future will unleash massive valuation upside over the coming years in our view. BUT….Musk needs to leave the government, take a major step back on DOGE, and get back to being CEO of Tesla full-time. Tesla is Musk and Musk is Tesla….and anyone that thinks the brand damage Musk has inflicted is not a real thing….spend some time speaking to car buyers in the US, Europe, and Asia…you will think differently after those discussions.”

Ives said that Musk needs to lay out the timing and rollout plans for the unsupervised Full Self-Driving and for the affordable vehicle platform, which was set for release in the first half of the year.

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