Tesla Q2 Delivery Numbers & Upcoming Incentives: Mark Your Calendar for July 23rd!

Hey everyone, DennisCW here! I’m excited to dive into some breaking news about Tesla’s latest delivery numbers for Q2, and more importantly, when we can expect some fresh incentives to drop. If you’ve been holding off on purchasing a Tesla due to the recent end of the 1.99% financing deal and the current lackluster rates (now sitting at around 5.454%), this post is for you. Let’s break it all down and talk about the key date you need to save: July 23rd, 2025.

Tesla Q2 Delivery Numbers: Hitting Close to Expectations

Tesla has just released their Q2 delivery numbers, and they’ve come pretty close to Wall Street’s expectations. The company delivered 384,000 vehicles in Q2, just shy of the anticipated 385,000. On the production side, Tesla churned out 410,000 units during the same period. While these numbers are impressive, they do reflect a year-over-year drop, which we’ll get into shortly.

Here’s a quick breakdown of the deliveries:

• Model 3 & Model Y: 373,000 units
• Other Models (S, X, etc.): 10,394 units

Interestingly, Model Y continues to dominate sales, with an estimated 87,000 units delivered in the US and China compared to 54,000 units for Model 3. It’s clear that the Model Y resonates more with buyers, likely due to its versatility and appeal as a crossover SUV.

However, not everything is rosy. Tesla’s sales are down 13% year-over-year, and prices have dropped by at least 8% compared to last year. Inventory for Model S and Model X has doubled quarter-over-quarter, and energy storage deployments (9.6 gigawatt hours) remain flat year-over-year. Additionally, lease payments for Model 3 and Model Y are reportedly down by a staggering 47%, according to Motorhead’s recap.

Industry-Wide Challenges for EVs

Before we point fingers at Tesla, it’s worth noting that the electric vehicle (EV) market as a whole is facing headwinds. Deliveries for Tesla are down 14% year-over-year, but other manufacturers are struggling even more. For example:

• Ford: EV sales down 31% year-over-year
• Rivian: Vehicle sales down 22% year-over-year

This trend suggests that the issue isn’t just Tesla-specific. I believe it comes down to consumer sentiment. Many buyers still prefer gas or hybrid vehicles due to the convenience of refueling at the corner gas station compared to the challenges of EV charging infrastructure. Pricing and affordability also play a significant role in dampening demand for EVs across the board.

When Will Tesla Release New Incentives?

Now, let’s get to the part you’ve all been waiting for: when can we expect new Tesla incentives? If you’ve been following my content, you know I’ve been tracking Tesla’s incentive patterns for quarters and years. Historically, they tend to follow a predictable timeline, and this quarter is likely no different.

There are two possible scenarios:

1. Early Release: Tesla could surprise us and “rip off the band-aid” by announcing incentives within the first or second week of Q3. This would be a bold move to boost sales early in the quarter.
2. Post-Earnings Call Release (Most Likely): More realistically, Tesla will wait until after their Q2 2025 Earnings Call, scheduled for Wednesday, July 23rd, 2025, at 5:30 PM Eastern Time (2:30 PM Pacific). Based on past trends, Tesla often drops new deals or promotional financing rates either during the same week as the earnings call or the week after.

If we don’t see any incentives in the next couple of weeks, July 23rd is the date to circle on your calendar. It also marks the end of the first month of Q3, which is often a strategic time for Tesla to roll out offers to stimulate demand.

I’m curious to see how Tesla’s delivery numbers were impacted before the 1.99% financing deal ended. Could a new low-rate financing offer or other incentives be on the horizon to counteract the year-over-year declines? Only time will tell.

Protect Your Credit Before Financing a Tesla

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Final Thoughts

Tesla’s Q2 delivery numbers show they’re holding strong, even if they’re slightly below expectations and down year-over-year. The broader EV market is facing challenges, and consumer demand for electric vehicles isn’t where many hoped it would be. That said, Tesla has a history of using incentives to spark interest, and I’m confident we’ll see something exciting around the July 23rd earnings call.

What do you think? Are you waiting for a new Tesla deal to pull the trigger on a purchase? Do you think the EV market will rebound, or are consumers too tied to gas and hybrid vehicles for now? Drop your thoughts in the comments—I’d love to hear from you!

Until next time, stay charged and keep following for the latest Tesla updates!

— DennisCW