Tesla annual delivery data expected soon

Summary

CNBC's Phil LeBeau previews Tesla's upcoming quarterly and annual delivery report, noting expectations for a roughly 15% Q4 decline from Q3 and an 8.3% full-year decline. He says US and Europe deliveries are expected to be particularly weak while China remains competitive. LeBeau explains that Tesla shares have continued to rise because investors are focused more on robotaxi and autonomous vehicle development than deliveries, though robotaxi launch timing has slipped. The clip ends as he starts comparing BYD's 2025 pure EV sales expectations.

• Phil LeBeau previews Tesla's Q4 and full-year delivery numbers due later.
• Consensus expects Q4 deliveries around 426,000, down about 15% from Q3.
• Full-year 2025 deliveries are expected near 1.64 million, down about 8.3%.
• US and Europe deliveries are expected down more than 30%; China remains competitive.
• Tesla shares have moved higher as investors focus on robotaxi and autonomous vehicle development.
• Tesla's robotaxi rollout has not met Musk's end-2025 launch target and is still testing.
• The clip cuts off as LeBeau begins discussing BYD's 2025 pure EV sales data.