April 2, 2026
By Nehal Malik
The window to own a piece of Tesla’s founding history is slamming shut faster than expected. Just days after Elon Musk announced that Tesla was officially closing the order books for its flagship vehicles, the Model X appears to have sold out across the United States.
Earlier this week, Musk shared on X that “custom orders of the Tesla Model S & X have come to an end. All that’s left are some in inventory”. While there were roughly 600 units available worldwide at the time of that announcement, a surge in demand has effectively cleared the digital shelves. If you were hoping to snag a brand-new Model X from the factory, you might be out of luck.
The Model X is Effectively Gone
According to Tesla’s inventory page, there are virtually no “new” Model X units remaining in the U.S. market. While availability can vary slightly depending on your specific zip code, most shoppers are finding that the only vehicles left are demo units previously used for test drives.
The Model S is following a similar trajectory. The ultra-high-performance Plaid variant appears to be sold out in most regions, and the remaining standard inventory is dwindling by the hour. This is truly the “last call” for the cars that defined Tesla’s luxury era before the company pivots entirely toward mass-market EVs and robotics.
A Legacy of Consistency
It is rare in the car world to see a vehicle maintain the same basic look for nearly two decades, but that was the strength of the Model S and Model X. Tesla focused on iterating under the hood, constantly improving the motors and self-driving hardware while keeping the exterior silhouette timeless.
By discontinuing these models in the second quarter of 2026, Tesla is making a symbolic move. The production lines at the Fremont factory are already being prepared for a massive retooling. This summer, the space once used to hand-assemble falcon-wing doors and luxury sedans will be converted to produce the Optimus humanoid robot.
What Comes Next?
Tesla is clearly saying goodbye to its automotive past to make room for a future defined by AI. While the loss of the Model S and X leaves a hole in the high-end luxury market, Musk has already teased a “way cooler” larger SUV, while the upcoming next-gen Roadster will eventually take over the performance throne.
For those who managed to grab one of these final inventory units, you now own a certified legend. For everyone else, the only way to experience these pioneers will soon be on the used market. Tesla is expected to hold an official ceremony soon to mark the end of this 14-year manufacturing journey, putting a final exclamation point on the era that started it all.
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April 2, 2026
By Nehal Malik
Tesla has officially released its production and delivery numbers for the first quarter of 2026, revealing a company grappling with a complex shift in its product lineup. While the numbers show a year-over-year increase, Tesla missed the mark on Wall Street’s expectations for both vehicle deliveries and energy deployments.
According to the official Q1 2026 report, the company produced 408,386 vehicles and delivered 358,023. These results come in just under the analyst consensus of 365,645 deliveries, representing a miss of about 7,600 vehicles.
Breaking Down the Numbers
The first quarter is historically a quieter period for Tesla, but compared to Q1 2025, total deliveries actually grew by about 6.3%. However, when looking at the previous quarter of Q4 2025, deliveries saw a sequential decline of roughly 14.4%.
A major storyline this quarter was the surge in the “Other Models” category, which includes the Cybertruck and the outgoing flagship duo of the Model S and Model X. This category was likely bolstered by the fact that Tesla is officially discontinuing the Model S and Model X, with custom orders closing on March 31. As production ended, fans scrambled to snatch up the remaining units in inventory, leading to the Model X effectively selling out across the United States.
Delivery Numbers
Q1 2026
Q4 2025
Q1 2025
Q1 2024
Model 3/Y
341,893
406,585
323,800
369,783
Other Models
16,130
11,642
12,881
17,027
Total
358,023
418,227
336,681
386,810
Production Numbers
Q1 2026
Q4 2025
Q1 2025
Q1 2024
Model 3/Y
394,611
422,652
345,454
412,376
Other Models
13,775
11,706
17,161
20,995
Total
408,386
434,358
362,615
433,371
Tesla Energy and Outlook
On the energy side, Tesla deployed 8.8 GWh of storage products this quarter. While this is a solid performance, it fell short of the 14.4 GWh analysts were hoping for. This suggests that after the record-shattering Q4, the energy division experienced a seasonal cooling or perhaps some supply chain adjustments as Tesla shifts focus toward newer projects.
Q1 2026 Earnings Call
Tesla’s next big moment will be the Q1 2026 Earnings Call, scheduled for Wednesday, April 22, 2026, after markets close. Management is expected to discuss the financial impact of ending Model S/X production and provide updates on the upcoming ramp-up of the Optimus program, which will make use of the Model S/X manufacturing lines at Tesla’s Fremont factory.
As Tesla says goodbye to its original flagship vehicles, the focus is clearly shifting toward a high-volume, AI-driven future. The small miss on deliveries this quarter might just be the growing pains of a company retooling itself for its next massive chapter.
April 1, 2026
By Nehal Malik
Tesla is officially bouncing back in Europe. After a rocky 2025 that saw the automaker lose nearly half of its market share to rising competition and political friction, new registration data for March 2026 shows a massive reversal. Sales have tripled in France and more than doubled in the Nordic countries, signaling that Tesla’s strategy of releasing new, more affordable trims is finally paying off.
According to a report from Reuters, the surge is being driven by a recovery in consumer demand and a strategic rollout of the Model 3 and Model Y. In France, 9,569 new Teslas were registered in March, a 203% increase from a year earlier. This puts the company just three units shy of its all-time French record set back in December 2023.
Triple-Digit Growth in Key Markets
The recovery isn’t just limited to France. Tesla’s dominance in the Nordic region is particularly striking. In Norway, Tesla captured a 34.8% market share for the month, bolstered by a legendary first week where it outsold every other car brand combined.
The March percentage gains across the continent tell a story of rapid growth:
France: 9,569 units (+203% YoY)
Norway: 6,148 units (+178% YoY)
Sweden: 1,447 units (+144% YoY)
Denmark: 1,784 units (+96% YoY)
Netherlands: 1,819 units (+72% YoY)
Italy: 2,920 units (+32% YoY)
Spain: 2,477 units (+25% YoY)
While the Netherlands saw a 23% dip in total first-quarter registrations, the March recovery shows that momentum is swinging back in Tesla’s favor. This is likely due to the “end-of-quarter push” Tesla is famous for, as well as an increasing interest in electric vehicles as petrol prices rise due to geopolitical tensions.
New Trims Fueling the Fire
A major factor in this sales surge is the expansion of the Model Y lineup. In January, Tesla launched the Model Y Standard Long Range in Europe, offering an impressive 657 km WLTP range. This RWD variant hits the “sweet spot” for many European buyers who want maximum range without the higher price tag of the Premium and Performance models.
Tesla also recently brought back the seven-seat configuration for the Model Y Premium AWD, giving larger families more reasons to switch to electric. While fans are still waiting for the six-seat Model Y L to officially debut in the region, the current variety of options is clearly working.
The Path to Full Autonomy in Europe
Beyond hardware, Tesla is generating massive hype through its software. The company has been running an FSD ride-along program across several countries to demystify how its AI handles European streets.
The goal is to secure the first official European approval for Full Self-Driving (Supervised), which is currently expected to arrive on April 10 from the Dutch RDW. If this approval goes through, it could pave the way for other EU countries to follow suit, unlocking a new revenue stream for Tesla and further cementing the company’s lead over its Chinese and European rivals.
With March registrations signaling a return to form, Tesla is well-positioned for a strong 2026. As petrol prices remain volatile and the promise of self-driving draws closer, the electric giant’s “slump” appears to be firmly in the rearview mirror.
