Why Did Tesla Have Its Worst Drop in Revenue and Shares in 2025?

Tesla is going through one of the most challenging quarters in its recent history, with a revenue drop of 12% according to its latest press release, at the close of the first half of 2025, what is happening with one of Elon Musk’s giants? This setback, the most significant in at least a decade, perhaps reflects the effects of increasing competition in the electric vehicle market, the decrease in deliveries or an increasingly polarized reaction towards its CEO, Elon Musk.

¿cuánto Cayeron Las Acciones E Ingresos De Tesla Al Segundo Trimestre De 2025?1125

In this regard, according to the specialized media Bloomberg, adjusted earnings stood at 40 cents per share, a figure slightly below analysts’ expectations on Wall Street. As well as earnings of only 22.5 billion dollars. Although the report did not present additional surprises, Tesla assured that it maintains its strategic plan focused on the development of its robotaxi service and the production of more affordable vehicles, with the aim of regaining ground in the coming quarters.

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The reduction in car deliveries and the decrease in income from regulatory credits are the main factors that explain this negative result. Tesla also experienced a lower average selling price on its models, which reduced profit margins. Added to this was a decrease in revenue from generation and energy storage, areas that had previously represented support for the company. Now, revenue from regulatory credits, which in the second quarter totaled 439 million dollars, fell more than 26% compared to the first quarter, when they reached 595 million, and were reduced by almost half compared to the 890 million in the same period last year. This trend is aggravated by the policy of the administration of Donald Trump, which has eliminated sanctions for manufacturers that do not comply with federal fuel economy standards.

## ¿cómo Percibe El Mercado La Situación Actual De Tesla?3191 Meanwhile, **Tesla**'s stock price remained unchanged in after-market trading in New York, but has accumulated a drop of 18% since January. Despite this decline, the value of the shares has managed to recover from the lows recorded in March and April, according to [**Bloomberg**](https://www.bloomberg.com/)

. On the other hand, Adam Crisafulli, founder of the analysis firm Vital Knowledge, commented:

“If you think Tesla is just an automotive business, the results were bad. But if you consider Tesla to be an IA and robotics giant, the prospects don’t change much after this report.” However, despite the complicated outlook, Tesla has reiterated its commitment to innovation, as the company seeks to expand its robotaxi service in cities like Austin, although no concrete deadlines have been given. In addition, in June it announced the start of construction of a more affordable model, considered key to recovering sales and attracting new market segments. With these movements, Tesla tries to reinforce its position as a leader in electric mobility and automation technologies, beyond its own path, because let’s not forget that the businessman already represents an entire technological conglomerate.