No. They're talking about sales and market share in November.
The short version is Tesla is selling fewer cars these days.
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Tesla used to claim it would sell 20 million vehicles per year:
https://www.reuters.com/business/autos-transportation/tesla-...
Now Tesla's much revised goal is to have sold 20 million in total by 2035:
https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...
China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too:
https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q...
Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well.
Toyota, meanwhile, has been setting sales records this year:
https://www.reuters.com/business/autos-transportation/toyota...
No. They're talking about sales and market share in November.
The short version is Tesla is selling fewer cars these days.