Tesla's delivery figures for Q1 2025 were disappointing, with 336,681 vehicles delivered compared to a Wall Street estimate of 352,000. Analyst Dan Ives from Wedbush noted that despite median estimates being lower, the actual performance was worse than anticipated. Tesla attributed this decline to production halts from ramping up the new Model Y. Ives highlighted the need for CEO Elon Musk to take action as his political activities appear to negatively impact Tesla's brand and performance. This moment is critical for Musk as he navigates these challenges.
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 and get onto the other side of this dark chapter for Tesla with much better days ahead.
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.
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