Tesla’s Flagship Truck Lost Half Its Sales in Q4 According to Real Calculations

Key Facts About Tesla Cybertruck Sales

New vehicle registration data from S&P Global Mobility for the last quarter of 2025 revealed an interesting trend. It turned out that SpaceX purchased 1,279 Cybertruck electric pickups. This number accounts for over 18% of all 7,071 vehicles of this model registered in the US during that period.

Impact of Musk’s Companies on Statistics

If we add another 60 purchases made by Elon Musk’s other businesses, such as xAI, The Boring Company, and Neuralink, it turns out that the billionaire’s enterprises were responsible for every fifth unit sold. Without these “internal” purchases, Cybertruck registrations would have more than halved — by 51%. For a vehicle that appeared on the market less than three years ago, this is not the best indicator.

SPACEX GOES FULL CYBERPUNK WITH 250+ CYBERTRUCKS. Tesla just dropped off over 250 Cybertrucks at SpaceX’s Starbase in Texas. They’re ditching their old-school gas trucks and going full stainless steel sci-fi mode. Because nothing says “future of space exploration” like a… — Mario Nawfal, November 1, 2025

Continuation of the Trend and Financial Aspect

This practice did not stop with the onset of the new year. In January 2026, Musk’s companies purchased another 158 pickups, and in February — 67. Considering the Cybertruck’s starting price of approximately $70,000, such internal purchases brought Tesla over $100 million in revenue. However, even under these conditions, sales in the first quarter of 2026 continued to decline, showing a 45% drop compared to the same period last year.

Reasons for Use and Demand Problems

There have been no official comments from the companies regarding these purchases, but photographs from SpaceX’s premises show entire rows of these vehicles. According to the project’s chief engineer, SpaceX is replacing gasoline-powered company cars with them, and some are used for security. The main point, however, is that sales volumes are far from Elon Musk’s ambitious forecasts, who once spoke of producing 250,000 units per year by 2025.

 Tesla’s Flagship Truck Was Down 51% In Q4 If You Count It Honestly

Model’s Market Prospects

Low demand is influenced by a whole range of factors: a general slowdown in electric pickup sales, specific design, unfulfilled promises regarding specifications, as well as consumers’ personal attitude towards Musk or the Tesla brand as a whole. It is becoming obvious that the founder’s companies will not be able to support Cybertruck sales indefinitely. To justify the allocation of production capacity for its manufacture, Tesla needs to find a way to interest a wider range of buyers.

The situation with the Cybertruck is a reminder of the difficulty of scaling innovative products, especially in a segment where competition is intensifying. Early success, supported by the co-founder’s enthusiasm, does not guarantee long-term commercial success in the mass market. The future of the model now depends not on internal purchases, but on Tesla’s ability to adapt its offering to the real expectations and needs of ordinary customers, who evaluate not only technology but also practicality, reliability, and overall value.

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