Tesla Europe Deliveries Fall 17%, Waymo Expansion and Lawsuit Heighten Risks

TSLATSLA

Tesla saw European deliveries slip 17% in January as BYD gained market share, while Waymo expanded its robo-taxi service to 10 U.S. cities. A U.S. judge ruled Tesla must face an anti-American bias hiring lawsuit and Nio scheduled May launches for its ES9 and Onvo L80 SUVs.

1. Europe Deliveries Drop 17%

In January, Tesla’s European deliveries declined 17% year-over-year as Chinese rival BYD accelerated sales growth across key markets, eroding Tesla’s share of the region’s EV segment.

2. Waymo Expands to 10 Cities

Waymo increased its robo-taxi footprint to 10 U.S. cities, intensifying competition in autonomous ride-hailing and challenging Tesla’s planned network rollout.

3. U.S. Bias Lawsuit Advances

A federal judge ruled Tesla must face a lawsuit alleging anti-American hiring bias, exposing the company to potential legal costs and reputational risk.

4. Nio Unveils May SUV Launches

Nio set an April 10 showcase for its ES9 SUV with showroom arrivals in May and June deliveries, and its Onvo L80 sub-brand will reveal specs in late April with mid-May deliveries, increasing SUV competition.

Sources

FFFFB
+1 more