Tesla Closes Out Q2 2025 With A Bang (Or Was That GM?)

Tesla reported delivering 384,000 electric vehicles (EVs) globally in Q2 2025, a solid figure but notably down from 444,000 deliveries in the same quarter last year and below CEO Elon Musk’s earlier 2025 expectations. The bulk of deliveries came from the Model 3/Y lineup, with smaller contributions from other models. Tesla’s full financial results and detailed Q2 report are scheduled for release on July 25, with a management Q&A planned for July 23. Despite the delivery shortfall, Tesla maintains a strong presence in key markets like the U.S., though its dominance faces increasing competition. General Motors (GM) is rapidly closing the gap in the U.S. EV market, having sold over 62,000 EVs through May 2025 and reporting a more than 100% increase in EV sales for Q2. GM highlighted its diverse EV portfolio, including Chevrolet, Cadillac, and GMC models, and claimed leadership in several segments, such as