BYD Dethrones Tesla as Top EV Seller After Second Annual Sales Drop

• Tesla's vehicle sales fell for the second consecutive year, losing its global EV leadership to China's BYD Co.
• Fourth-quarter deliveries dropped 16% to 418,227 vehicles, with full-year sales declining 8.6%.
• BYD delivered 2.26 million EVs in 2025, significantly surpassing Tesla's 1.64 million.
• Investors are prioritizing Elon Musk's focus on AI, autonomous vehicles, and robotaxi services over current sales performance.
• Despite sales concerns, Tesla achieved a record 14.2 gigawatt hours in energy storage product deployment in Q4 2025.

Why It Matters: BYD now leads global EV sales, surpassing Tesla amidst its second annual sales decline.