Tesla's Q1 2025 vehicle deliveries were disappointing at 336,681, missing Wall Street estimates of 352,000. Analyst Dan Ives remarked this performance was historically poor and attributed some underperformance to production delays related to the new Model Y. Moreover, Ives highlighted that Elon Musk's political engagements could negatively impact Tesla's brand. The aftermath saw a volatile stock response, dropping over 5% before rebounding as speculation arose around Musk reducing his political commitments, indicating investor sentiment surrounding leadership decisions at Tesla.
The Street and us knew a bad 1Q was coming but this was even worse than expected. The time has come for Musk....it's a fork in the road moment.
This quarter was an example of the damage Musk is causing Tesla. This continues to be a moment of truth for Musk to navigate this brand tornado crisis moment.
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