SpaceX purchased $131 million in Cybertrucks, absorbing 18% of Q4 2025 deliveries, filing reveals
By
Brad Anderson
Fresh out the oven, still warm. Top of the tray.
Summary
SpaceX's prospectus reveals that the company purchased $131 million worth of Tesla Cybertrucks in Q4 2025 alone, absorbing more than 18% of all Cybertruck deliveries during that period. This internal corporate purchase by Elon Musk's other company artificially propped up Tesla's worst-selling model, masking weak consumer demand for the Cybertruck. The article examines how this inter-company transaction raises questions about Tesla's reported sales figures and the true market demand for the Cybertruck.
Key quotes
· 3 pulledSpaceX's prospectus reveals it absorbed more than 18 percent of Cybertruck deliveries in Q4 2025 alone, propping up Tesla's worst-selling model
$131 Million Worth Of Cybertrucks Went To One Buyer, And Elon Musk Owns It
The filing shows that without this massive corporate purchase, Cybertruck delivery numbers would have been significantly lower
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