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Tesla delivered 358,023 vehicles in Q1 2026, missing analyst estimates for the second consecutive quarter, as full-year 2025 deliveries fell 8.6% to 1.64 million — the company's first-ever annual revenue decline. The sales erosion coincides with CEO Elon Musk's aggressive pivot of R&D spending toward AI, robotics, and autonomous driving, a strategy that has divided investors and alienated a measurable share of Tesla's traditional customer base.