What is Tesla, Inc.'s deferred revenue?

Tesla, Inc. (TSLA) reported deferred revenue of $3.44B in Q1 2026.

How has Tesla, Inc.'s deferred revenue changed year-over-year?

Tesla, Inc.'s deferred revenue increased by 6.1% year-over-year, from $3.24B to $3.44B.

What is the long-term trend for Tesla, Inc.'s deferred revenue?

Over 5 years (2020 to 2025), Tesla, Inc.'s deferred revenue has grown at a 18.6% compound annual growth rate (CAGR), from $1.46B to $3.42B.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

Tesla, Inc. TSLA Deferred Revenue

Deferred Revenue at other companies

AutoNationAN

$44.8M+1.4%

SolarEdge TechnologiesSEDG

$352.49M+10.1%

Enphase EnergyENPH

$144.33M-14.0%

SunrunRUN

$160.79M+20.1%

Aptera Motors Corp. SEV

$4.08M—

Penske Automotive GroupPAG

——

Segments

By product

See full

Automotive sales$941M+20.6%

Automotive regulatory credits$303M-93.4%

Other financials

Income statement

See full

Revenue$22.4B+15.8%

Gross profit$4.7B+49.7%

Operating income$941.0M+136%

Net income$477.0M+16.6%

EPS (diluted)$0.13+8.3%

Balance sheet

See full

Cash & equivalents$16.6B+1.5%

Total debt$1.2B-86.2%

Total equity$84.1B+12.7%

Total assets$143.72B+14.9%

Cash flow

See full

Operating cash flow$3.9B+82.6%

CapEx$2.5B+67.1%

Free cash flow$1.4B+117%

Valuation

See full

Market cap$1.53T+61.3%

Enterprise value$1.51T+60.9%

P/E395.4×+234×

P/S15.6×+5.4×

Profitability

See full

Gross margin19.1%+1.4pp

Operating margin5%-1.6pp

Net margin3.9%-2.4pp

FCF margin7.2%+0.1pp

Returns & leverage

See full

Return on equity4.9%-3.9pp

Debt / equity0×-0.1×

Current ratio2×0.0×

Where this comes from

Reported directly by Tesla, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The official record: Tesla, Inc.’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Tesla, Inc.'s deferred revenue?: Tesla, Inc. (TSLA) reported deferred revenue of $3.44B in Q1 2026.
How has Tesla, Inc.'s deferred revenue changed year-over-year?: Tesla, Inc.'s deferred revenue increased by 6.1% year-over-year, from $3.24B to $3.44B.
What is the long-term trend for Tesla, Inc.'s deferred revenue?: Over 5 years (2020 to 2025), Tesla, Inc.'s deferred revenue has grown at a 18.6% compound annual growth rate (CAGR), from $1.46B to $3.42B.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.