Ford F-150 Lightning outsold the Cybertruck and was then canceled for poor sales

Summary

The Tesla Cybertruck program is in shambles. The latest data indicate production is running at roughly 10% of its planned capacity. Meanwhile, the Ford F150 Lightning outsold the Tesla Cybertruck in 2025 and was then canceled for not selling enough. Is this what is coming for the Cybertruck? Tesla is actively trying to hide its Cybertruck sales performance. We have to do the math ourselves. Unlike virtually every other automaker that reports sales by model and region, Tesla bundles its vehicles into two broad categories: “Model 3/Y” and “Other Models.” Advertisement - scroll for more content The “Other Models” category includes the Model S, Model X, Cybertruck, and the Tesla Semi. Model S and Model X sales have been relatively stable at a low volume, typically hovering around 5,000 to 6,000 units combined per quarter globally. If we assume a generous 6,000 units for S and X in Q4 2025 (aided by a slight update), that leaves only roughly 5,600 units for the Cybertruck and Semi combined. Considering the Semi is still in pilot production with negligible volume, we are looking at roughly 5,500 for the entire quarter globally (though it is still mostly North American). This is a disaster compared to the truck’s peak and the company’s stated capacity. We previously reported in July that Tesla confirmed Cybertruck sales were down to ~5,000 units in Q2 2025. It seems the “recovery” never happened, despite price cuts and the introduction of a short-lived, cheaper trim. For the full year 2025, it could bring the total to about 21,500 Cybertrucks globally. According to 2025 full-year data, the Ford F-150 Lightning delivered approximately 27,300 units in the US. Think about that for a second. Ford officially announced it was ending F-150 Lightning production in December to pivot to its new EREV (extended-range electric vehicle) strategy. Yet, even as a “lame duck” product with widely publicised retirement plans, the Lightning still managed to find more buyers than Tesla’s Cyber...