#Tesla shares ticked up ~1% on Friday despite reporting a 16% drop in Q4 2025 deliveries.

The EV giant delivered 418,227 vehicles and produced 434,358 during the quarter, down 16% and 5.5% year-over-year, respectively. For the full year, total deliveries reached 1.6 million, down 8.6% from 2024.

Tesla’s energy storage segment continued to grow, with 14.2 GWh deployed in Q4 following a record 12.5 GWh in Q3.

Quarterly delivery figures offer a glimpse into customer demand and revenue trends, with fluctuations often influenced by demand shifts, logistics, timing, or end-of-quarter pushes.

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