Tesla Cybertruck sales inflated: SpaceX bought 1,279 units
4 hours ago
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- #Cybertruck
- #Sales Analysis
- Tesla's Cybertruck sales in Q4 2025 were significantly supported by Elon Musk's other companies, with SpaceX buying 1,279 units (18% of US registrations).
- Without inter-company purchases, Cybertruck registrations would have fallen 51% year-over-year, revealing weak consumer demand.
- The Cybertruck's sales pace, excluding internal purchases, is around 20,000 per year—far below Tesla's original 250,000 annual projection.
- Tesla introduced a cheaper $60,000 AWD Cybertruck in February 2026, which may test true consumer demand in Q2 2026.
- The arrangement raises questions about Tesla's accounting for sales to Musk-controlled entities, potentially inflating revenue and production numbers.