$TSLA Shares plummeted more than 12% during the trading session
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FOMO港美股
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【Tesla Q2 2026 Earnings】One chart to understand: Revenue $28.2 billion, deliveries reach a record high, but profit and cash flow are under pressure
$TSLA In this Q2 earnings report, I think the most worth paying attention to isn’t that deliveries are surging back up again. It’s that the market is once again going to face the old question: Should Tesla be valued as an automaker, or as an AI and robotics platform?
First, look at the core data.
In Q2 2026, Tesla’s total revenue was $28.236 billion, up 26% year over year. Automotive revenue was $20.516 billion, up 23% year over year. Energy generation and energy storage revenue was $3.139 billion, up 13% year over year. Services and other revenue was $4.581 billion, up 50% year over year.
Putting these data together suggests that the demand side isn’t weak.
First, look at the core data.
In Q2 2026, Tesla’s total revenue was $28.236 billion, up 26% year over year. Automotive revenue was $20.516 billion, up 23% year over year. Energy generation and energy storage revenue was $3.139 billion, up 13% year over year. Services and other revenue was $4.581 billion, up 50% year over year.
Putting these data together suggests that the demand side isn’t weak.
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.