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? 👀