SpaceX Purchased 18% of Tesla Cybertrucks in Q4 2025, Data Shows
Original: SpaceX Bought 18% of Tesla Cybertrucks Sold in US During Q4 2025, Data Shows
Why This Matters
Highlights potential demand challenges for Tesla's flagship truck model
SpaceX bought 1,279 Tesla Cybertrucks in Q4 2025, representing 18% of US sales at 7,071 units. Combined with other Musk companies' 60 units, total purchases reached 1,339 trucks or 19% of quarterly registrations.
Registration data from S&P Global Mobility shows SpaceX was the largest identifiable Cybertruck buyer in Q4 2025, purchasing 1,279 units. Other Musk-controlled ventures bought an additional 60 trucks, totaling 1,339 of 7,071 US registrations. The data raises concerns about limited external demand, as internal purchases by Musk's companies propped up sales figures. Cybertruck deliveries fell dramatically in Q1 2026 to 3,519 units, down 45.1% year-over-year and 15% from Q4 2025. Tesla sold just over 20,300 Cybertrucks in the US during 2025, representing only 8.1% of Musk's forecasted 250,000 annual production capacity.