Energy is the new growth engine at Tesla. With the main keyword: Tesla Megapack we start with a look at the numbers from the Q1-2025 call and show why the battery storage giant will play an even bigger role in the future.
Tesla Energy sets new growth pace
Record expansion in GWh
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154% YoY increase – Tesla deployed 10.4 GWh stationary storage.
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Tesla Megapack expands the grid, buffers peak loads, and can double the effective capacity of a power grid.
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Demand is rising rapidly; Tesla expects projects in the TWh range in the future.
Volatile deliveries, but constant demand
Large projects lead to fluctuations in quarterly figures, yet Tesla Energy is continuously on a growth path. Deliveries remain initially supply-constrained – not a demand problem, but a production limit.
Megapack scales – Megafactory Shanghai delivers
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Megafactory Shanghai is online, over 100 Tesla Megapack units are already completed.
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Local supply chain allows 20 GWh annual production, expandable to 40 GWh.
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Short-term goal: eliminate delivery bottlenecks and serve large customers – such as data centers for AI applications.
Powerwall & Supercharging: strong quarterly results
Powerwall
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1 GWh Powerwall delivered – overwhelming customer response.
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Here too, production limits sales.
Supercharging
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1.4 TWh electricity delivered, 26% YoY growth.
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Scalable energy sector strengthens Tesla's entire ecosystem from home battery to fast charging.
Global Expansion & Market Feedback
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India: Despite 70% import duty and 30% luxury tax, Tesla sees great potential in the middle class.
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Vandalism & Headwinds affect the brand image in some regions, but according to Tesla, they have not created a noticeable demand slowdown.
Elon Musk's Focus & Finances
Return to Tesla
Elon Musk reduces his involvement with DOGE to one to two days a week to focus more on Tesla. The mandate ends July 2026.
Financial Highlights
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-20% Automotive Revenue YoY, -66% operating result to 0.4 billion USD (2.1% margin).
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Tesla Energy and higher regulatory credits mitigate the decline.
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CAPEX 2025 exceeds 10 billion USD, investment goals are still being evaluated.
Outlook: TWh Future for Tesla Megapack
With increasing demand from AI applications and grid optimization, the Tesla Megapack remains the central growth product. The new Megafactory and Tesla's vertical integration provide the basis to reduce supply bottlenecks and realize projects in the TWh range.
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