Tesla discontinuing Model S and Model X electric vehicles, Elon Musk says

Driving the news: Production on the S and X will end in the second quarter, Musk said Wednesday on the company's earnings call.

• "It's time to basically bring the Model S and X programs to an end with an honorable discharge because we're really moving into a future that is based on autonomy," Musk said, calling it "slightly sad."

By the numbers: Sales of the S and X had dwindled in recent years.

• Deliveries of all Tesla EVs other than the company's primary vehicles — the Model 3 sedan and Model Y crossover — totaled only 59,900 in 2025.
• That was down 36% from 2024.

Flashback: The Model S was Tesla's first mass-market vehicle when it debuted in 2012, establishing itself as a high-tech ride with sleek design.

• The Model X followed three years later, grabbing attention with its gull-wing doors and six-figure prices.

What's next: Musk said the space currently devoted to S and X production at the company's factory in Fremont, California, will be transitioned to produce the new Tesla Optimus humanoid robot.

• He said the "long-term goal" is to make 1 million units per year in that space.