Tesla’s Cybertruck problem is bigger than sales and the numbers are starting to show it

When nearly 1 in 5 trucks stay within Musk’s own empire, something feels off

22/04/2026

The Tesla Cybertruck was supposed to change everything. In 2026, reality looks very different.

According to new registration data, nearly 1 in 5 Cybertrucks sold in Q4 2025 didn’t actually go to independent customers, they were delivered to companies owned by Elon Musk himself. Think SpaceX, The Boring Company, Neuralink, xAI. On paper, that’s sales. In reality, it raises a different question: is demand really there?

The gap between hype and reality is now impossible to ignore

Let’s put things into perspective.

Around 39,000 units sold in 2024
Dropping to just over 20,000 units in 2025
Now internal fleet purchases helping to support the numbers

That’s not a slowdown. That’s a clear mismatch between expectation and market reality. And honestly, it’s not that hard to understand why.

The Cybertruck arrived late, expensive, and unchanged in its radical design. What was once futuristic suddenly felt… complicated. Especially in a market that’s becoming more pragmatic by the day.

Tesla isn’t the only one struggling but it’s the most visible

To be fair, this isn’t just a Cybertruck problem. Electric pickups in general are struggling to find their place:

Ford’s F-150 Lightning saw a massive drop and was pulled from production
Rivian R1T sales declined significantly
Chevrolet’s Silverado EV barely moved the needle

The segment simply isn’t scaling the way many expected. But Tesla sits under a different kind of spotlight. Because Tesla didn’t just promise a product, it promised a revolution.

AutoNext Take

Here’s the uncomfortable truth. The Cybertruck didn’t fail because it’s bad. It’s struggling because it’s out of sync with what buyers actually want today.

The Cybertruck is bold, extreme, polarising, everything that worked for Tesla in the early days. But the market has matured. Buyers are no longer chasing statements. They’re looking for value, practicality, and trust.

And that’s exactly where Tesla is starting to feel pressure, especially with Chinese brands accelerating fast on all three fronts.

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