Tesla Reports Q2 Deliveries in a Matter of Days. Here's the Number That Matters.
Key takeaways
- The most important figure from the production and delivery update will likely be the year-over-year growth rate in deliveries.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- In 2025, Tesla delivered 1,636,129 vehicles, down 8.6% from nearly 1.8 million in 2024.
TSLA NVDA Tesla (NASDAQ: TSLA) is set to report its second-quarter vehicle deliveries in the first days of July -- something that will draw attention away from its more aspirational ventures like robotaxis and humanoid robots. The most important figure from the production and delivery update will likely be the year-over-year growth rate in deliveries.
The update will be timely, as deliveries are the most direct measure of whether demand for Tesla's cars is recovering after a difficult 2025 -- and this quarter is the first meaningful test of whether that recovery has staying power.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »