Ross Gerber and others call out Tesla energy storage deployment falling to 8.8 GWh and worry it could hurt earnings. The energy segment is framed as a prior bright spot, so a down quarter is treated as a notable negative surprise.
“Not sure what happened to energy storage this quarter.”
“This will hurt earnings seeing storage sales down so much.”
“Energy came in at 8.8 GWh, down from 10.4 GWh a year ago”
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