
Tesla Cybertruck Loses Sales Lead to Ford. It Was Always Going to Happen
- by The Drive
- May 16, 2025
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May 16, 2025 11:16 AM EDT
0 Politics aside, this has been a challenging sales environment for Tesla’s aspirational electric truck. Not only did its initial sales fall dramatically short of the company’s widely publicized reservation figures, but Tesla also faced the embarrassment of being publicly confronted with its sales shortfall when it was compelled to share delivery data as part of a recall earlier this year—a campaign some owners and fans say is still putting a drag on the company’s deliveries.
Tesla’s total share of EV sales has been slipping for the better part of a year, forcing the company to find sales in a steadily narrowing slice of the broader market. Second place is still nothing to sneeze at, granted. Most automakers would kill to have the second-most-popular pickup truck in virtually any segment of the U.S. market. Generally speaking, that’s an advantageous (and profitable) position, and Tesla can certainly pat itself on the back for beating out several established competitors—the Chevrolet Silverado EV, GMC Sierra EV, and the Rivian R1T.
F-150 Lightnings being delivered. Ford Ford
If Tesla can hang on to any good news here, it’s that it is still doing better than Stellantis. Conspicuously absent from that list, Ram’s electrified entries remain stuck in development hell with a 2027 on-sale date now being floated. But hey, at least we might get the Hemi back before the year is out?
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