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Energy Storage Deployed
Total installed capacity of Tesla’s battery storage products (typically in MWh), tracking traction in the energy business, recurring project revenue potential, and diversification beyond vehicles.Deployments have moved from choppy, timing-driven quarters into a materially higher, higher‑amplitude growth regime—a clear step-up tied to Megapack demand and new capacity. Management reports strong energy gross margins but warns some of that beat came from one-time tariff recognitions and that deployments remain lumpy quarter-to-quarter; battery pack/module constraints and a heavy multi‑year CapEx program could limit near‑term conversion of backlog. Treat current momentum as real but watch margin quality, repeatable tariff effects, and the pace of Megapack 3/Houston factory ramps for sustainability.
Date | Energy Storage Deployed |
|---|---|
Jun 30, 2026 | 13.50K |
Mar 31, 2026 | 8.80K |
Dec 31, 2025 | 14.20K |
Sep 30, 2025 | 12.50K |
Jun 30, 2025 | 9.60K |
Mar 31, 2025 | 10.40K |
Dec 31, 2024 | 11.00K |
Sep 30, 2024 | 6.90K |
Jun 30, 2024 | 9.40K |
Mar 31, 2024 | 4.05K |