Kevin

@TSLAFanMtl Are most of the remaining credit contributed from energy deployment ? EV tax credit in the US is gone, but I guess there are some for the EU

Regulatory credits contributed a non-negligible amount to Q1-26 earnings at $380M. And while this number was less than any quarter in the last 2 years, it was still not insignificant if we look at the historical numbers. However, the dance is coming to an end. From Tesla's Q1 10Q: As of March 31, 2026, total transaction price allocated to performance obligations that were unsatisfied or partially unsatisfied for contracts with an original expected length of more than one year was $303 million. Of this amount, we expect to recognize $198 million in the next 12 months and the rest over the remaining performance obligation period." Compare this to last year Q1's 10-Q, which said: "As of March 31, 2025, total transaction price allocated to performance obligations that were unsatisfied or partially unsatisfied for contracts with an original expected length of more than one year was $4.58 billion. Of this amount, we expect to recognize $1.46 billion in the next 12 months and the rest over the remaining performance obligation period." From $4.58B in 100% margin deferred revenue to $303M, in one year. This alone will be the single biggest drag on Tesla's YoY earnings in 2026.

@TeslaBoomerMama He gave it up because the board approve his original pay package in 2018, you can't get both award at the same time, this was a gap pay because of the lawsuit in delaware

Elon did NOT just sell a lot of stock. He gave back our "plan B" in the Delaware comp case, to avoid double dips. Completely normal, as we don't need Plan B anymore, he has full right to the original options. So everybody, educate WS, they don't understand it.

@LinkN01 Chinese new year in Q1, so worker get 1 full week off

Tesla Shanghai Megapack capacity got halved in one quarter between Q4 2025 and Q1 2026. From 40GWh to 20GWh, what happened?

@TroyTeslike The fact that inventory built up, I don't think your gross margin can be improving though. EPS might be a bit higher as they might account the xAI stock conversion.

Here are my estimates for Tesla’s Q1 2026 earnings: Non-GAAP EPS: • My Estimate: $0.39 • Analyst Consensus: $0.33 The last two columns show my estimate and the analyst consensus. Tesla will report the actual numbers in a few hours. The $0.33 analyst consensus is based on Tesla’s survey of 20 analysts, also known as the Company-Compiled Consensus, released on Tesla’s website on April 17: ir.tesla.com/press-release/…

@squawksquare 15k options expires today at 350. Literally started going up after 5:30pm eastern, same time when call cannot execute. I don't think that is a coincidence.

MM's knew and held it down all week. Bastards. $TSLA

@piloly EU has a higher demand if you look at the Q1 delivery and month number. Margin selling EU > China, so it makes sense to do that

In March, Tesla Giga Shanghai exported 29,563 vehicles. This is much higher than usual. The first month of this quarter also saw high exports. 🇨🇳 Now we know why delivery numbers in Q1 were weaker than expected.

@MarioNawfal Troll post

🚨🇮🇷🇺🇸 BREAKING: Iran just released its official victory declaration The United States has agreed to Iran’s ceasefire conditions: 1. Commitment to non-aggression. 2. Continued Iranian control over the Strait of Hormuz 3. Acceptance of uranium enrichment 4. Lifting of all primary and secondary sanctions 5. Termination of all resolutions of the UN Security Council and the IEAE Board of Governors 6. Payments of compensation for Iran. 7. Withdrawal of American combat forces from the region. 8. Cessation of war on all fronts. There is no way this is true. Something doesn't make sense... Source: @Spectator_MENA