According to Sawyer Merritt, Tesla has for the first time added its company-compiled delivery consensus to its investor relations website, giving the public direct access to quarterly analyst expectations. For Q4 2025, analysts anticipate Tesla will deliver 422,850 vehicles and deploy 13.4GWh of energy storage (Source: Sawyer Merritt on Twitter). This move increases transparency and data accessibility, enabling AI-powered financial and supply chain analytics platforms to leverage real-time, verified data for enhanced forecasting. This development presents new business opportunities for AI solution providers in the automotive and energy sectors, as well as for fintech platforms that rely on up-to-date consensus data for market predictions.

According to Sawyer Merritt, Ford CFO stated there will likely be a contraction in the U.S. electric vehicle (EV) market, especially impacting Ford's EV sales, and the company may shift focus toward traditional internal combustion engines, such as offering larger engines in models like the Mustang (source: Ford Authority, Dec 22, 2025 via @SawyerMerritt). This development presents new opportunities for artificial intelligence in automotive data analytics, particularly in predicting market demand, optimizing inventory management, and personalizing vehicle recommendations. AI-driven insights can help automakers adapt to changing consumer preferences and maximize profitability during market shifts.