Note that Rivian deliveries (numbers came out today also) fell much more, percentagewise. Also worth pondering the scale.
https://www.cnbc.com/2025/04/02/rivian-reports-fall-in-first...
> Rivian reported a 36% decline in first-quarter deliveries on Wednesday, as the electric-vehicle maker grapples with weak demand, sending its shares down more than 2% at the open.
> The company delivered 8,640 vehicles in the quarter ended March 31, down from 13,588 a year earlier. The deliveries, however, exceeded analysts’ average estimate of 8,200, according to Visible Alpha.