Tesla energy storage at 8.8 GWh in Q1 2026 triggers concern that deployments are unusually low, with Gordon Johnson calling it structural while others expect it to recover as Megapack capacity ramps.
Energy Storage: -39% Miss
The biggest concern I have with $TSLA's Q1 report is energy deployment being really low.
at 8.8GWh in Q1, it's down -38% q/q & -15% y/y (first ever y/y fall)
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