For Tesla (NASDAQ: TSLA), the bad news just keeps coming. Just two weeks after reporting its worst global quarterly deliveries since 2022, new data from California reveals the extent of its decline in the state with the most electric vehicles in the country.
Tesla registrations in California fell sharply by 15.1% in the first quarter of 2025 compared to the same period last year, according to Experian Automotive.
The California New Car Dealers Association, which shared the data in a report released today, assesses that “a year and a half of continuous quarterly declines proves this downward trajectory for Tesla is a lasting trend.”
The company’s market share also dropped by 11.6% at the end of Q1, leaving Tesla with less than half of California’s emissions-free vehicle for the year.
The association attributes the decline to Musk’s politics and an aging Tesla fleet.
Democrats make up just under 50% of registered voters in California — and they are more likely than Republicans to purchase an EV. California is home to roughly a third of all EVs registered in the U.S.
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