Tesla’s EV Sales Rebound Amidst Growing Competition: A Prelude to Q3 Earnings
Tesla's electric vehicle deliveries showed signs of recovery in Q3 2025 after a challenging first half marked by a 13% decline. The resurgence comes ahead of the company's earnings report on October 22, which will shed light on both its Core EV business and emerging ventures like the Cybercab robotaxi and Optimus humanoid robot.
Market share erosion in China—where Tesla's dominance slipped to 7.5% as domestic rivals like BYD gained ground—mirrors struggles in Europe. Yet the Q3 turnaround suggests temporary relief, not structural resolution. Investors eyeing the stock must weigh stagnating EV margins against speculative bets on autonomous technology.