US EditionTesla Cybertruck Loses Sales Lead to Ford. It Was Always Going to Happen
- Ford's F-150 Lightning overtook Tesla's Cybertruck as the leading electric pickup in the U.S. During Q1 2025, according to registration data.
- This shift followed Tesla's initial Cybertruck delivery starting in November 2023 and a strong first year, but analyst data shows its early advantage dissipated by early 2025.
- The F-150 Lightning achieved 7,913 registrations in Q1 2025, surpassing the Cybertruck's 7,126, despite both vehicles facing challenges with heavy weight and costly large batteries.
- Ford CEO Jim Farley stated that "the economics are unresolvable" for large electric trucks and SUVs, highlighting demanding customer use cases like towing and off-roading.
- The data suggests Ford regaining market share implies an ongoing competitive electric pickup market where Tesla may need discounts to maintain position amid strong incumbents.
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New report reveals that one key Tesla model has surpassed alarming milestone: 'Raising a lot of questions'
Tesla's polarizing Cybertruck is another reason for the company's recent downward trend. What's happening? Inventory of the electric vehicle has surpassed 10,000 in the United States, ArenaEV reported. "This suggests a big slowdown in demand for the apparently highly anticipated electric truck, raising a lot of questions about its real market reception," the outlet stated. It added that the figure could be inflated because of various discounts …
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