> Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025.
replyYou’re not wrong factually, but it doesn’t mean what you’re suggesting it means. Their share went up because EVs aren’t selling as much anymore. All companies including Tesla are selling fewer EVs. They just have a bigger share of the smaller pie, which isn’t exactly a success when you only sell EVs, but your competitors also sell non EVs.
I'm aware of the reason. Their market share is, nonetheless, up. That's still good for Tesla, their sales remained constant while people stopped buying other EVs.
replyEdit: Constant is the wrong word. Resilient or consistent is what I was trying to say.
Competitors leaving the market means less competition which is a good thing for Tesla. If the market for EVs returns in the future (if, say, the next administration reimplements the incentives), Tesla will be there to reap the benefits.
> their sales remained constant while people stopped buying other EVs.
replyTheir sales did not remain constant.
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