On April 2, Tesla (TSLA -3.23%) released its quarterly vehicle delivery report for the first quarter of 2025. Global electric vehicle (EV) deliveries dropped 13% year over year to 336,681, falling more than 53,000 short of the analyst expectations of 390,000 vehicle deliveries (based on Bloomberg data). It even widely missed the consensus estimate sent by Tesla's investor relations team to some analysts of 377,590 deliveries.Along with the lower-than-expected vehicle deliveries, investors are concerned abou ...