Is it mean and dishonest to speak ill of Tesla?

With each publication of results, Tesla crystallizes criticism, but is it really justified today?

The image that Tesla conveys today is that of a brand with declining deliveries, increasing inventories, and a limited range. Some observers, of whom we admit to being a part, seem always ready to sound the alarm. But is this really fair? Because looking closer, Elon Musk’s brand continues to sell a lot and, above all, generates revenue in areas that its competitors are still struggling to grasp.

In the second quarter of 2025, Tesla delivered 384,122 vehicles worldwide. Certainly, this is 14% less than in 2024, but it is also 14% more than the previous quarter. And especially, it almost meets Wall Street’s expectations, in the context of a general slowdown in the electric car market. Tesla is therefore faring quite well… especially when we remember that it actually offers only two flagship high-volume models: the Model 3 and Model Y. Together, these two cars account for nearly 374,000 deliveries in the quarter. This puts the supposed “fatigue” of the brand into perspective.

Yes, the other models (Model S, Model X, Cybertruck, Semi) peaked at 10,394 units. But we must not lose sight of their role: they are technology showcases or niche products, not best-sellers. Their slowdown is not necessarily concerning.

Fortunately, Tesla does more than just cars

Furthermore, Tesla continues to produce more than it sells, with a gap of over 26,000 vehicles in Q2, the same as in Q1. One might interpret this as a warning about demand. But it could equally be seen as a manufacturer anticipating a rebound or preparing for a commercial offensive.

And while we comment on the automotive figures, Tesla is thriving in energy: 9.6 GWh of storage solutions deployed in the second quarter, a near-status quo over the year in a rapidly growing sector. This discreet but strategic segment could very well become a major pillar of the company’s profitability.

In short, criticizing Tesla has become a habit. But is it still relevant? The brand sells, innovates, and diversifies. And what if the future proved it right once again?

READ ALSO: Tesla increases the range of its Model 3 and Model Y to counter Xiaomi