What is Tesla, Inc.'s automotive sales — revenue recognized?

Tesla, Inc. (TSLA) reported automotive sales — revenue recognized of $218.00M in Q1 2026.

How has Tesla, Inc.'s automotive sales — revenue recognized changed year-over-year?

Tesla, Inc.'s automotive sales — revenue recognized decreased by 15.5% year-over-year, from $258.00M to $218.00M.

What is the long-term trend for Tesla, Inc.'s automotive sales — revenue recognized?

Over 2 years (2023 to 2025), Tesla, Inc.'s automotive sales — revenue recognized has grown at a 31.8% compound annual growth rate (CAGR), from $469.00M to $815.00M.

What does automotive sales — revenue recognized mean?

The amount of previously collected 'future' money that is now officially counted as earned income.

Products & Services · Revenue recognized

Automotive sales — Revenue recognized

Tesla, Inc. Automotive sales — Revenue recognized increased by 11.2% to $218.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 15.5%, from $258.00M to $218.00M. Over 2 years (FY 2023 to FY 2025), Automotive sales — Revenue recognized shows an upward trend with a 31.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment

CategoryProfitability

SignalHigher is better

VolatilityVolatile

First reportedQ4 2022

Last reportedQ1 2026Apr 23, 2026

Rolls up toContract With Customer Liability Revenue Recognized

How to read this metric

Significant spikes often coincide with major software releases or the achievement of technical milestones that allow for accounting recognition.

Detailed definition

The portion of previously deferred revenue that has been moved to the income statement because the company fulfilled its...

Peer comparison

Comparable to revenue recognition events in software and aerospace industries where long-term projects reach completion.

Metric ID: tsla_segment_automotive_sales_revenue_recognized

Historical Data

14 periods

	Q4 '22	Q1 '23	Q2 '23	Q3 '23	Q4 '23	Q1 '24	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Value	$303.00M	$134.00M	$122.00M	$104.00M	$109.00M	$281.00M	$201.00M	$229.00M	$161.00M	$258.00M	$170.00M	$191.00M	$196.00M	$218.00M
QoQ Change	—	-55.8%	-9.0%	-14.8%	+4.8%	+157.8%	-28.5%	+13.9%	-29.7%	+60.2%	-34.1%	+12.4%	+2.6%	+11.2%
YoY Change	—	—	—	—	-64.0%	+109.7%	+64.8%	+120.2%	+47.7%	-8.2%	-15.4%	-16.6%	+21.7%	-15.5%

Range$104.00M – $303.00M

CAGR-9.6%

Avg YoY Growth+24.4%

Median YoY Growth+6.8%

Current Streak3 quarters growth

Similar Metrics at Other Companies

Ford Motor CompanyF View metric

PaccarPCAR View metric

Natera, Inc.NTRA View metric

AAX

Axon Enterprise, Inc.AAXN View metric

PaccarPCAR View metric

Frequently Asked Questions

What is Tesla, Inc.'s automotive sales — revenue recognized?: Tesla, Inc. (TSLA) reported automotive sales — revenue recognized of $218.00M in Q1 2026.
How has Tesla, Inc.'s automotive sales — revenue recognized changed year-over-year?: Tesla, Inc.'s automotive sales — revenue recognized decreased by 15.5% year-over-year, from $258.00M to $218.00M.
What is the long-term trend for Tesla, Inc.'s automotive sales — revenue recognized?: Over 2 years (2023 to 2025), Tesla, Inc.'s automotive sales — revenue recognized has grown at a 31.8% compound annual growth rate (CAGR), from $469.00M to $815.00M.
What does automotive sales — revenue recognized mean?: The amount of previously collected 'future' money that is now officially counted as earned income.