SpaceX Emerges as Major Cybertruck Buyer
Registration data published by S&P Global Mobility and reported by Bloomberg on 16 April 2026 reveals that SpaceX purchased 1,279 Tesla Cybertrucks during Q4 2025. That single bulk order accounted for 18% of all 7,071 US Cybertruck registrations in the quarter.
Musk's other ventures acquired an additional 60 vehicles in the same period, bringing the total inter-company purchases to 1,339 units.
As Bloomberg put it: "Sales of Tesla's Cybertruck have been propped up in recent months by Elon Musk's other companies."
Registration Breakdown: Q4 2025
| Buyer segment | Units registered | Share of total |
|---|---|---|
| SpaceX | 1,279 | 18.1% |
| Other Musk ventures | 60 | 0.8% |
| All other buyers | 5,732 | 81.1% |
| Total US registrations | 7,071 | 100% |
Without the SpaceX bulk purchase, Q4 Cybertruck registrations would have stood at roughly 5,732 units -- a significantly different picture of consumer uptake.
A Pattern, Not a One-Off
Electrek has been reporting on this purchasing pattern for approximately six months. The Q4 data now provides the clearest quantitative confirmation yet. Whether SpaceX is deploying these vehicles operationally at its facilities or the purchases serve a different strategic purpose remains an open question.
The data does not indicate whether SpaceX intends to continue purchasing at this rate. What it does confirm is that a material share of Cybertruck registrations in the US has come from entities controlled by the same person who leads Tesla.
Cybertruck Delivery Timeline Slips
Separately, the Cybertruck Dual Motor AWD variant -- which was expected to broaden the vehicle's buyer base with a lower price point -- has seen its delivery window slip to Q3-Q4 2026. That delay means the current registration figures reflect almost entirely the higher-priced tri-motor and single-motor configurations.
What This Means for European Readers
The Cybertruck is not sold in Europe and there is no confirmed timeline for an EU launch. European type approval remains a significant barrier given the vehicle's dimensions, exterior design, and pedestrian safety requirements.
For TeslAnt's audience, this story is relevant for two reasons. First, Cybertruck registration volumes are frequently cited in global Tesla coverage, and understanding the composition of those numbers matters. Second, if consumer demand in the vehicle's home market is softer than headline figures suggest, it may further reduce any urgency Tesla feels to pursue European homologation.
The Numbers Speak
The S&P Global Mobility data is straightforward: nearly one in five US Cybertruck registrations in Q4 2025 went to SpaceX. Readers can draw their own conclusions about what that means for the Cybertruck programme's commercial trajectory.