Tesla is preparing to close a major chapter in its vehicle lineup. CEO Elon Musk has confirmed that the company will discontinue the Model S and Model X in the second quarter of 2026, marking the end of production for Tesla’s two longest-running vehicles.
According to Musk, who announced the decision in the Q4 2025 earnings call, the end of the Model S and Model X is closely tied to Tesla’s long-term vision and shift to robotics.
“We are going to convert that production space to an Optimus factory. It’s part of our overall shift to an autonomous future.” The move highlights how central Tesla’s humanoid robot program has become, with manufacturing capacity now being redirected away from electric vehicles (EVs) and toward Optimus production.
While the news may feel abrupt to some fans, the writing has been on the wall for several years. The Model S and Model X have seen steadily declining volumes, especially when compared to the runaway success of the Model 3 and Model Y.
Tesla delivered 68,874 Model S and X vehicles, which are lumped together in its “Other Models” category, in 2023. While that number increased to 85,133 in 2024, the figure was bolstered by the inclusion of the Cybertruck. With estimates placing Cybertruck deliveries at roughly 40,000 units, that suggests only about 45,000 combined Model S and Model X vehicles were sold during the year.
By 2025, deliveries declined again to just 50,850 units for the entire year, compared to more than 1.58 million Model 3 and Model Y deliveries over the same period. In several quarters throughout 2024 and 2025, quarterly “Other Models” deliveries struggled to stay above 10,000 units.
The discontinuation of the Model S and X also reflects Tesla’s evolving priorities. Once technological flagships that introduced features like long-range EV travel, over-the-air (OTA) updates, and premium electric performance, the two vehicles are being retired to prioritize Optimus production.
As Q2 2026 approaches, the Model S and Model X will exit production as icons of Tesla’s early success. Their legacy, however, lives on in the technologies and lessons that helped shape Tesla’s next phases and the launch of the Model 3 and Model Y.
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