One Chart Explains Tesla’s Choice to Discontinue 2 Legacy Fashions

Tesla is taking its Mannequin S and Mannequin X to pasture.

The automaker will finish manufacturing of the $94,990 sedan and $99,990 SUV subsequent quarter, CEO Elon Musk stated on Wednesday’s earnings name.

Based mostly on current supply numbers, the choice is not significantly stunning.

Tesla doesn’t escape Mannequin S and Mannequin X gross sales individually; as an alternative, it teams them with the Cybertruck beneath “different fashions.” Nonetheless, earnings shows recommend demand for the class has been declining for years.

In 2025, Tesla offered 50,850 “different mannequin” models worldwide — accounting for simply over 3% of the automaker’s 1,636,129 gross sales.

In contrast, its two best-selling choices — the Mannequin Y and Mannequin 3 — offered 1,585,279 autos.

The “different mannequin” figures are additionally down sharply from prior years. Tesla offered 85,133 autos within the class in 2024 — the primary full yr of Cybertruck deliveries.

Which means gross sales fell about 40% in 2025, far steeper than the roughly 7% declines for the Mannequin 3 and Mannequin Y.

The soon-to-be-discontinued vehicles will stay an essential a part of Tesla’s historical past. The Mannequin S, launched in 2012, was the automaker’s first automobile constructed from the bottom up. The Mannequin X got here three years later, giving the corporate a foothold in America’s best-selling car class, the SUV.

The Mannequin X has confronted reliability points from the leap. The automobile’s sweeping gullwing doorways had been tough to mass assemble, Musk stated, calling the car a “Fabergé egg” throughout a 2019 earnings name.

And whereas Tesla refreshed a lot of its lineup in 2025, the Mannequin S and Mannequin X obtained comparatively modest design updates — a distinction with the extra aggressive adjustments to the Mannequin 3 and Mannequin Y.

As an alternative of chasing a revival of the getting older automobile’s gross sales, Tesla stated it’s discontinuing this system’s manufacturing in favor of its Optimus humanoid robotic. Musk initiatives constructing a million bots a yr.

“It is time to mainly deliver the Mannequin S and X packages to an finish with an honorable discharge, as a result of we’re actually shifting right into a future that’s based mostly on autonomy,” Musk stated, including that the choice was “barely unhappy.”

The transfer underscores how far Tesla has shifted away from its legacy luxurious fashions as progress slows and Musk pushes the corporate towards robotics and autonomy.

Nonetheless, analysts aren’t absolutely offered on the concept that Tesla’s manufacturing switch-up will result in instant earnings or gross sales outcomes.

“The corporate seems to be on monitor with the rollout of Robotaxi service in 9 US cities, alongside the beginning of manufacturing for the Cybercab and Semi,” Steve Man, the senior auto business analyst at Bloomberg Intelligence, informed Enterprise Insider. “However we imagine a commercially prepared Optimus robotic stays at the least a few years away.”

Tesla did not reply to Enterprise a request for remark from Enterprise Insider.