SpaceX bought a lot of Cybertrucks
Registration data show SpaceX accounted for 1,279 Cybertruck registrations — more than 18% of the 7,071 Cybertrucks registered in the U.S. during Q4 — a concentration Bloomberg says is propping up apparent demand. (bloomberg.com) Coverage notes the buying spree highlights how the pickup is struggling to reach everyday buyers even as it still ranks among the 10 bestselling EVs of 2026 in some lists. (theverge.com) (caranddriver.com)
SpaceX was a major Cybertruck buyer in late 2025, taking 1,279 of the 7,071 trucks registered in the United States in the fourth quarter. (bloomberg.com) S&P Global Mobility supplied the registration data to Bloomberg News, which reported on April 16 that SpaceX alone made up more than 18 percent of those fourth-quarter registrations. Bloomberg also reported that Elon Musk’s other companies bought another 60 trucks in the same period. (bloomberg.com) The Verge said the purchases point to a truck that is still struggling to find ordinary retail buyers, even after Tesla spent years building anticipation around the model. The outlet said the concentration of registrations inside Musk’s own business empire makes the demand picture look different than a broad consumer rollout. (theverge.com) Tesla does not break out Cybertruck deliveries on its own. In its April 2 first-quarter report, Tesla said it delivered 16,130 vehicles in its combined “other models” bucket, which includes the Cybertruck, Model S, Model X, and Semi. (tesla.com) The Cybertruck is still showing up on some 2026 sales leaderboards. Car and Driver said this week that the model remained among the 10 bestselling electric vehicles of 2026 so far, using first-quarter sales tallies compiled across the industry. (caranddriver.com) That ranking sits alongside a weaker market for electric vehicles overall. Car and Driver, citing Cox Automotive estimates, said 216,399 electric vehicles were sold in the United States from January through March, down 27 percent from the same period in 2025. (caranddriver.com) The truck has also faced quality and service headaches since launch. Tesla’s recall page lists multiple Cybertruck campaigns, including fixes for the accelerator pedal trim, wiper motor, front hood opening, drive inverter, and cantrail trim. (tesla.com) Tesla has not publicly said that sales to SpaceX were unusual, and related-company fleet deals are not illegal by themselves. The new registration data instead shows how much Cybertruck volume in one quarter depended on purchases from a company run by the same chief executive. (bloomberg.com) Tesla is scheduled to report first-quarter 2026 financial results on April 22, 2026. That filing and webcast will give investors their next official read on whether Cybertruck demand is broadening beyond Musk’s own companies. (tesla.com)
