Products & Services · Deferred Revenue
Energy generation and storage segment — Deferred Revenue
Tesla, Inc. Energy generation and storage segment — Deferred Revenue increased by 6.4% to $2.17B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.8%, from $2.09B to $2.17B. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ1 2026Apr 23, 2026
Rolls up toContract Liabilities
How to read this metric
An increase suggests strong sales momentum and future revenue growth, while a decrease may indicate a slowdown in new energy project bookings.
Detailed definition
Represents payments received in advance from customers for energy products and services that have not yet been fully del...
Peer comparison
Similar to unearned revenue at solar installers like Sunrun or industrial power companies.
Metric ID:
tsla_segment_energy_generation_and_storage_segment_deferred_revenueHistorical Data
12 periods
| Q4 '22 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $863.00M | $1.05B | $1.60B | $1.78B | $1.49B | $1.73B | $1.77B | $2.09B | $2.10B | $2.41B | $2.04B | $2.17B |
| QoQ Change | — | +21.7% | +52.4% | +11.3% | -16.3% | +16.1% | +2.3% | +18.1% | +0.5% | +14.8% | -15.4% | +6.4% |
| YoY Change | — | — | +85.4% | — | — | +64.8% | +10.6% | +17.4% | +40.9% | +39.3% | +15.3% | +3.8% |
Range$863.00M – $2.41B
CAGR+39.8%
Avg YoY Growth+34.7%
Median YoY Growth+28.4%
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Frequently Asked Questions
- What is Tesla, Inc.'s energy generation and storage segment — deferred revenue?
- Tesla, Inc. (TSLA) reported energy generation and storage segment — deferred revenue of $2.17B in Q1 2026.
- How has Tesla, Inc.'s energy generation and storage segment — deferred revenue changed year-over-year?
- Tesla, Inc.'s energy generation and storage segment — deferred revenue increased by 3.8% year-over-year, from $2.09B to $2.17B.
- What does energy generation and storage segment — deferred revenue mean?
- Money collected from energy customers for products or services that haven't been delivered yet.