**************Energy expansion: solar, charging, battery moves** [developing]** [developing]
Key Questions
How did Tesla's energy business perform in Q1 2026?
Energy deployments were 8.8GWh, sharply missing 14.4GWh estimates and down 15% YoY or 38% sequentially, despite potential +67% revenue growth.
What is the revenue outlook for Tesla's energy segment in 2025?
2025 energy revenue is projected at $12.8B, or 27% of total revenue with 27% growth offsetting auto declines, but at 18% margins and FPE of 172.
What expansions are planned for Tesla's energy and charging?
Includes DOE $4.3B for LG LFP Megapack/vehicles/Panasonic boost, $2.9B Chinese solar for 100GW Texas, and V4 500kW Superchargers on an asset-light model. Solar Roof and hood patents aim to offset auto weakness.
Q1 rev +67%? but deployments 8.8GWh miss sharply vs 14.4GWh/-15% YoY/38% seq; 2025 rev $12.8B/27% total +27% growth offset auto drop but 18% margins/FPE 172; DOE $4.3B LG LFP Megapack/veh/Panasonic boost; $2.9B Chinese solar 100GW Texas; V4 500kW Superchargers asset-light; Solar Roof/hood patents offset auto weakness.