Tesla, Inc. Energy generation and storage segment — Revenue recognized increased by 550.8% to $781.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.4%, from $623.00M to $781.00M. Over 2 years (FY 2023 to FY 2025), Energy generation and storage segment — Revenue recognized shows an upward trend with a 59.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Higher values indicate efficient project execution and the successful fulfillment of long-term energy contracts.
The portion of previously deferred revenue that has been earned during the current period as performance obligations are...
Comparable to revenue recognition cycles in large-scale infrastructure or utility-scale storage projects.
tsla_segment_energy_generation_and_storage_segment_revenue_recognized| 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 | $39.00M | $230.00M | $99.00M | $182.00M | $60.00M | $417.00M | $456.00M | $217.00M | $180.00M | $623.00M | $321.00M | $386.00M | $120.00M | $781.00M |
| QoQ Change | — | +489.7% | -57.0% | +83.8% | -67.0% | +595.0% | +9.4% | -52.4% | -17.1% | +246.1% | -48.5% | +20.2% | -68.9% | +550.8% |
| YoY Change | — | — | — | — | +53.8% | +81.3% | +360.6% | +19.2% | +200.0% | +49.4% | -29.6% | +77.9% | -33.3% | +25.4% |