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Q2 2026 actual revenue was $28.2 billion. 1. Automotive sales: $20.0 billion. About $41,700 per delivery. 2. Regulatory credits: $146 million. Other automakers paying Tesla for emissions credits. Down 67%. 3. Automotive leasing: $364 million. 4. Energy: $3.1 billion. Megapack, Powerwall, and a little solar. 13.5 GWh deployed. 5. Services and other: $4.6 billion. Used cars, Supercharging, service, parts, and insurance. Up 50%. Automotive total was $20.5 billion, about 73% of revenue. Q3 estimates Street expects about 462,000 deliveries, down from 480,000, and 15.9 GWh of storage, up from 13.5 What do you think will be improved upon on in Q3? 👀

Today’s car buyers expect instant answers and seamless support across every channel. To deliver that, auto dealerships are turning to AI agents for automotive sales and service. #AIAgents# #Automotive#

The share of gasoline cars in global vehicle sales fell below 50% for the first time ever. In the first half of this year, sales of gas-powered vehicles, excluding hybrids, slumped by 10% from a year earlier, to 20.25 million cars, and their share of total global automotive sales fell by 3% to 49%. As many as 90 countries saw annual growth in EV sales in the first half of the year.