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With all the noise and uncertainty around tariffs and resulting supply chain disruptions, I’m surprised it’s only down 0.8GWh (7.7%) Maybe they’re running inst
by sokoloff 1y ago
With all the noise and uncertainty around tariffs and resulting supply chain disruptions, I’m surprised it’s only down 0.8GWh (7.7%)
Maybe they’re running installs months behind sales and worse quarters are ahead.
- tonyedgecombe 1y agoAccording to the article the broader market is expanding.
- sokoloff 1y agoThe way I read that paragraph is that Q1 (the prior quarter) set a record overall, but it’s not clear whether tariffs hurt others in Q2 as it was in Q2 when Tesla’s installs fell 7.7% QoQ despite having slight growth YoY in Q2.
- malshe 1y agoTesla's installs fell in Q1 too: For the second consecutive quarter, deployments of its Powerwall and Megapack stationary storage products have declined, according to stats released by Tesla.
- sokoloff 1y agoFor Q1, Tesla installs were down 5.5% quarter-on-quarter but up 156% (to 2.56x) versus the same quarter a year prior.