Overview
- Citing Thursday’s S&P Global Mobility data reported by Bloomberg, SpaceX accounted for 1,279 of 7,071 U.S. Cybertruck registrations in Q4 2025, with another 60 tied to xAI, Neuralink, and The Boring Company.
- Musk-affiliated firms added 225 more registrations in January and February 2026, and because these buyers are private companies, the terms are not disclosed the way a Hertz- or Uber-style fleet deal would be.
- Analysts say Q4 Cybertruck registrations would have fallen about 51% year over year without the inter-company purchases, highlighting weak retail demand.
- Cox Automotive estimates show U.S. Cybertruck deliveries fell to 3,519 in Q1 2026, down 45% from a year earlier and 15% from Q4 2025, marking the lowest quarter since launch.
- Tesla introduced a lower-priced AWD Cybertruck in February at $59,990 before later listing it at $69,990, with first deliveries planned for June, making Q2 the first clear test of demand at the new price.