TSLA · 10-Q · 2026Q1 · Full report

Revenue Performance and Mix

Tesla, Inc. · 2026-04-23 · Importance 68 · Surprise 58 · From source text

Total revenues for the three months ended March 31, 2026 were $22,387 million, an increase of $3,052 million versus $19,335 million in the prior-year quarter. Total automotive and services & other segment revenue rose to $19,979 million from $16,605 million, an increase of $3,374 million driven by higher automotive sales and a 42% increase in services and other revenue. Energy generation and storage revenue decreased $322 million, or 12%, year over year, primarily due to lower Megapack and Powerwall deployments. Automotive regulatory credits declined $215 million (36%) year over year, and services and other growth was driven by increases in used vehicle sales volume, non-warranty maintenance, collision revenue, paid Supercharging sessions and automotive insurance revenue.

Key facts

• Total revenues for the three months ended March 31, 2026 were $22,387 million, representing an increase of $3,052 million compared to the same period in the prior year. source
• Automotive sales revenue for the three months ended March 31, 2026 was $15,473 million, an increase of $2,548 million versus the prior year period. source
• Net income attributable to common stockholders for the three months ended March 31, 2026 was $477 million, an increase of $68 million compared to the same period in the prior year. source

Impact estimates