The end of an era has been announced by Tesla (NASDAQ: TSLA) CEO during the Q4 2025 Earnings Call on Wednesday. It’s official, Model S and X production will be ending next quarter. This news marks the end of an era for these iconic luxury segment electric vehicles from the American automaker.
Over the past several quarters, the sales of Tesla’s Model S and X have been declining steadily, with Q4 2025 being the worst quarter in terms of deliveries for these vehicles. The Model S, which was Tesla’s first mass-production car introduced in 2012, will cease production after about 13 years.
Elon Musk, in his opening remarks during the earnings call, stated, “It’s basically time to bring the Model S and X programs to an end with an honorable discharge.” He emphasized that Tesla is moving towards a future focused on autonomy, making it the right time for those interested in purchasing a Model S or X to place their orders.
Despite the discontinuation of production, Tesla will continue to support existing Model S and X vehicles as long as customers own them. These vehicles were exclusively manufactured at Tesla’s Fremont, California factory, which will now be repurposed for the production of their humanoid robot named Optimus.
The decline in sales of Model S and X over the years can be attributed to factors such as lack of marketing efforts and the high price tag of over $100,000. Model X, in particular, was known for its unique falconwing doors, but Tesla has decided to focus on its new mission of “Amazing Abundance” moving forward.
Looking back at the history of Model S and X, these vehicles played a significant role in Tesla’s journey to becoming the powerhouse it is today. They were the first to introduce features like a massive center screen for infotainment and paved the way for models like the Model 3 and Model Y, which became best-selling electric vehicles globally.
The decision to discontinue Model S and X production may be emotional for both Elon Musk and Tesla enthusiasts, but it reflects the company’s shift towards new technologies like Autopilot and Full Self-Driving (FSD). The Plaid variants of these models, known for their speed and performance, made a lasting impact in the automotive industry.
While many are saddened by the news, the end of Model S and X production is seen as an inevitable step for Tesla as it continues to innovate and evolve in the electric vehicle market. The legacy of these iconic vehicles will always be remembered, but the future holds new and exciting possibilities for Tesla and its lineup of electric vehicles.