How Tesla's Powerwall carried me through Hurricane Ian

Tesla's Powerwall carried me through the post Hurricane Ian power outage

Back in 2017, I was in a home with solar panels, but no battery backup. Hurricane Irma passed overhead, and I found myself without power for 24-48 hours. We lost all of our food as a result.

When the storm passed, I called up the company that installed my solar panels and found that adding in a battery would be cost-prohibitive, as it would require replacing the solar inverter. As my wife and I started shopping for a new home for our family, I kept this information in mind as I had planned on having solar+battery put in at the new house. I worked on finding a home that would be oriented properly to get the best solar collection capacity, and we bought it in 2018.

Once the home was bought I went through the process of getting quotes for solar + battery arrays and ultimately settled on Tesla.

Tesla was largely chosen because, at the time, the Powerwall battery had the shortest cutover time in the event of an outage. It kicks in right away, while the others took 2-3 seconds to switch over.

By the end of 2018, the array and Powerwall were installed and operational. The array has a max output of 9.425 kW using a SolarEdge SE7600H-US inverter, which has a max output of 7.64 kW, and a single Gen 2 Powerwall 2. During the design, I chose not to have the HVAC and car chargers run off the Powerwall.

As Hurricane Ian approached, Tesla's Storm Watch kicked in on the Powerwall.

The Powerwall started charging to 100% about two days before the hurricane made landfall. I debated on letting the Powerwall’s power get used leading up to landfall, but having been through hurricanes before, I opted to let Storm Watch do its thing. As the hurricane approaches it’s not uncommon for the winds to cause power stability issues. Leading up to the hurricane the power blinked numerous times.

By the afternoon of September, 28th people in the Tampa area were already starting to lose power.

At around 4:15-4:30 pm, as the winds outside were getting stronger, my wife and I decided to start making dinner for the kids. For reasons unknown, we decided to cook some things that involved the stove. At 4:42 pm the power blinked, and the Powerwall took over for about 5 minutes, putting us back on the grid at 4:47 pm. Once back on the grid the Powerwall charged back up to 100%.

At 5:03 pm on September 28th, the power went out again. After making dinner, we turned off the appliances and watched Andor on Disney+.When it was over I looked at the Powerwall’s status and found that we were now down to 91%.

There was a notice that said we had about 8.1 hours of power remaining, I started to cycle through the things in the house that consumed power and began shutting them off, either at the breaker box, or by unplugging them, intending to ensure there was enough power to keep our fridge, and a chest freezer in the garage online.

I was able to get us down to about .3-.4 kW of use before going to bed and hoped that was enough. Things that were turned off were the water heater, the dishwashers, computer gear, TVs, etc. Anything that might have vampire drain in the long run, including the internet gear.

At around 7 pm yesterday, two hours after the power had gone out, Tesla sent me an email with the VIN for my new Model Y.

I couldn't help but chuckle at their timing.

I woke up the next morning, September 29th, at around 6:30 am. I had to connect to the Powerwall directly to check the stats since I had powered down the internet gear and Gen 2 Powerwalls don’t have cellular connectivity any longer due to AT&T's 3G network being shut down earlier this year. I found that the Powerwall was down to 46%.

Amount of energy left

By this time the storm had moved beyond my area, and I went outside to start inspecting for potential property damage and such. Thankfully, we were spared property damage. The most we had was a panel that covers the service box for our internet cables get blown off the side of the house. I found it about 4 feet away and put it back on.

Others in the community I live in were less fortunate. Several smaller trees had been tipped over, some homes had shingles blown off their roof, and in at least one case a tree had fallen on top of a vehicle.

At 8 am I checked to see how many people in my neck of the woods were without power and found that the total increased from 21,2000 to 292,247 as the hurricane moved away.

The day after a hurricane is a tricky one, particularly if the hurricane is a big one because there’s still a lot of cloud cover. By around 8:38 am the Powerwall was at 36% charged and the sun was barely peaking out around the clouds, resulting in a lower power generation rate.

About 30 minutes later, at 9:10 am, enough sun was shining through the clouds for the Powerwall to start charging.

35% would be as low as the Powerwall went during this event.

As the day went on, we used power sparingly, mostly trying to ensure our mobile devices were charged. We used a microwave and a toaster oven to make breakfast, and at around 11 am I got a chuckle at my impact card showing 0% grid usage.

Tesla Solar's Impact card

By lunchtime, the Powerwall showed Storm Watch was over, and the Powerwall was charged to 68%.

So we again used the microwave and toaster oven to make lunch and feed the family.

At around 1 pm the Powerwall started to hit around 80-85% charged, and we started running into an issue with generating power. Every time the Powerwall generated more than 5kW of power, we got an error that read “DC VOLTAGE NOT SAFE! DO NOT DISCONNECT! VDC 445.4”

Followed by another “Error code 18x40 AC Freq too high”

Powerwall charging error

And then it would go to “Waking up…” and start a five-minute timer. Once the five-minute timer was done, the cycle would repeat, the array would generate 5 kW, give an error, and reboot.

I tried to open a support ticket with Tesla, first using the Tesla app. I started a chat session with someone who immediately disconnected the chat session saying “Weather-related issue”, as I was not on the grid.

Irritated, I re-opened the chat session and got a different person who worked with me.

Initially, the individual claimed that the issue was related to the overcast sky, however, that wasn’t the case as the inverter *does* shut down when there’s a lack of sunshine. In this case, it was shutting off every time it hit 5 kW generation. While still on chat support I used a different mobile device to call Tesla's solar number. I received different answers from the chat advisor and the representative on the phone.

Chat support said that there did appear to be an issue and advised me to schedule a service ticket, and ended the chat.

The person on the phone took the time to explain to me what was happening, and ultimately resolved the issue. The Powerwalls are limited to 5 kW of intake. As I only had one Powerwall, once the array generated more than 5 kW of Power, the Powerwall was changing the frequency to tell the array “Whoa, stop, you’re giving me too much power”, which would reboot the array for five minutes, and repeat the cycle.

The solution to this issue is rather amusing.

You have to use more power to use the excess energy that the array is generating.

Armed with this new information I turned back on the dishwasher and the water heater, and started doing dishes, taking a shower, and watching TV. We eventually found a happy medium where we were using enough power to have the Powerwall stop shutting off the array and continue charging.

From 2 pm to 4 pm we greedily used power, but at 4 pm the intake wasn’t as good anymore as the sun was starting its trek to go below the horizon.

After the dishwasher finished, I turned the water heater and dishwasher back off and started going back to “low power” mode as we began making an early dinner, again, using the toaster ovens, and an air fryer.

We took some time to eat our food while watching TV, catching up on Paramount+’s Lower Decks, and Disney+’s She-Hulk, and we started turning things off again.

By 6:22 pm the Powerwall reached 98%. The sun finally went low enough on the horizon for power to stop being generated.

By the end of the day when we getting ready for bed, we still had no power.

By 2:15 am, on September 30th, I awoke to go pee, then sat on the edge of the bed and decided to check the Powerwall’s state of charge. I found it to be at 45% and heard a rumbling outside the bedroom door that turned into a roar.

After initially thinking it was an Amazon plane flying overhead, I got up and checked the thermostat to find that the HVAC had turned back on again. After checking the Tesla app again I found that power had been restored.

Tesla Solar's Impact card

Looking at the Impact card to try and see how long the outage was, I realized that Tesla’s app doesn’t seem to know how to handle an outage that’s longer than a day.

The power went out at 5:03 pm on Wednesday, September 28th, and ultimately returned at 2:17 am on Friday, September 30th. A total of about 32 hours being off-grid.

What would I do differently? Tough to say honestly.

Having to go to the garage to flip breakers to reduce or increase the power load was annoying, putting in a Smart breaker panel would’ve been beneficial, but only so long as we had internet access.

A second Powerwall would’ve been very beneficial as it would have allowed me to not have to increase the power load to ensure the Powerwall kept charging properly, as the power would’ve likely been split between them. If and when Tesla sells Powerwalls without requiring solar with it, this is an option I’ll be investigating for sure, as long as it isn’t cost-prohibitive. I’m uncertain if you can mix and match a Gen 3 Powerwall with a Gen 2 under a SolarEdge inverter.

Not having the HVAC, while unpleasant, wasn't a huge deal. After a hurricane clears out of an area, you’re generally left with a lot of cold air, so we just opened the windows for a bit. Having EV chargers was also a non-issue because we didn’t drive anywhere, and the cars only lost about 2-3% charge, mostly from me opening the Tesla app and accidentally waking up the cars while trying to scroll to the Solar card.

Tesla Shares New Details on FSD Unsupervised, Robotaxi, Potential FSD Price Hike During Q1 2025 Earnings Call

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In case you missed Tesla’s Q1 2025 earnings call last night, or just want to see the cliff notes, we’ve got you fully covered. While Tesla called this event a “Company Update” on their Investor Relations website, we covered all the usual aspects of a regular earnings call.

Tesla had a rough Q1, but managed to pull through even in the face of one of the most financially difficult quarters in recent memory. There’s also a lot of exciting news as Tesla shared updates and key information on some of its upcoming products.

Tesla actually started this event relatively on time, with the call beginning just seven minutes after the scheduled start time. If you prefer to listen to the call, you can listen below with the call starting at the 7 minute, 9 second mark.

FSD Supervised & Unsupervised

• FSD Supervised launched in China, received positive reception.

  • Tesla launched FSD in China without access to country-specific data, and it is performing extremely well.

  • They expect this will make it easier to launch elsewhere.

  • FSD Supervised for Europe still on track for 2025.

• FSD Unsupervised is now running Model 3, Model Y, and Cybertrucks from the production line to the outbound logistics lots at Fremont and Giga texas.

• As of this quarter, FSD has been driving people in North America and China for 7.7 Million miles per day.

• Tesla will consider pricing options for Unsupervised FSD vs Supervised FSD

  • In the meantime, Tesla plans to gradually lighten the supervision requirements

  • Executive team believes FSD is too cheap at $99/mo as it currently stands

• Glare, Sand, Dust, Fog

  • Cameras are not fully blinded by glare or other obstacles

  • Tesla’s photon-count analysis happens before digital signal processing - the image you see on the dash may be washed out, but FSD can see fine.

• Snow and Inclement Weather

  • These are still a challenge for scaling out to areas that experience snow.

  • Tesla is looking at implementing localized parameters to deal with snow or other localized conditions in the future

    • Not essential, but a “nice-to-have”

    • These parameters will be focused on improving reliability for certain tasks, like driving in snow

• Waymo

  • Tesla doesn’t see Waymo as a challenger

  • LIDAR is expensive, can’t solve many problems

  • Pure vision is the key (along with audio now)

  • Tesla isn’t just doing a software solution and attaching hardware to a pre-existing vehicle, Tesla is building the vehicles ground-up with autonomy in mind

• Validation is still a challenge, due to edge cases.

  • QA fleet is driving in Austin, and can go many days without an intervention

  • Difficult to tell whether improving or regressing

  • Deeper and broader simulation systems are being built

  • Seeing an intervention every 10,000 miles means they need 10,000 miles of data on average to address it

  • Need as much data as possible - 10,000 miles is the average distance covered by a driver in North America in a year

  • The executive team noted that Chinese FSD testers are doing a fantastic job testing edge cases

Unsupervised FSD & Robotaxi Fleet

• Tesla is on track for the pilot launch of Robotaxi in Austin for June 2025.

  • These will move the financial needle in the 2nd half of 2026.

  • The first vehicles will be Model Y’s, not Cybercabs.

  • Aim is to start in Austin and roll out elsewhere in the United States by the end of the year

  • Focus is to ramp quickly, and have millions of vehicles operating autonomously by the end of 2026.

• Remote Support for robotaxi fleet could happen, not 100%

• 10-20 vehicles on Day 1 for Robotaxi fleet

  • Scale-up will happen slowly

  • By the end of June or early July, anyone will be able to go to Austin and use a robotaxi

• Vast majority of Tesla’s existing fleet will be capable of Unsupervised FSD

  • Elon specifically mentioned the Model S, 3, X, and Y

  • This is the fourth event (We, Robot, Q4 Earnings 2024, All-Hands, and Q1 Earnings 2025) without mention of the Cybertruck being capable, likely meaning that FSD development for the Cybertruck is further behind as we’ve seen.

• Tesla’s generalized solution to autonomy means that once they verify it works in a few North American locations, it should work in any North American city

  • Key limitation is regulatory approvals

  • This also applies for other areas of the world - the generalized solution will make it easy to apply it elsewhere

• Tesla is providing autonomous supervised vehicles today that are capable of:

  • Cutting commute effort

  • Improving lives for customers with disabilities

  • Tesla’s executive team wants to get these stories out and get people to experience FSD

• Unsupervised FSD should launch for customers in the US, ideally by end of year

  • Safety is a key concern, Tesla needs to continue reducing interventions per mile

  • Tesla will be careful with rolling this out outside of dedicated fleets

  • It must be meaningfully (10x or more, as per Q4 2024) safer than a human

  • Will likely be geofenced to specific cities or locations

• Elon expects the first Model Y will drive itself from Fremont or Giga Texas all the way to a customer by the end of 2025

Affordable Vehicle

• The plan for the new more affordable model (identified as a new vehicle), remains on schedule for production beginning in the first half of 2025.

  • These will utilize aspects of the next-generation platform as well as current platforms, and be produced on the same manufacturing lines as current vehicles.

  • This approach will result in less cost reduction, but will enable Tesla to manage capital expenditures.

• This model will start production as soon as June and be in the market shortly thereafter.

  • Ramping will be slower than hoped due to global tariff and financial impacts

  • Production timeline is still on track overall

  • Tesla is aiming for a lower initial cost of ownership and lower monthly payments

• Tesla will use its existing lines - reducing the overall form factor difference between this new model and what Tesla already exists

  • Likely based on the Model 3 or Model Y

  • Will resemble the overall form and shape

Cybercab

• Cybercab will use the unboxed manufacturing strategy, and is scheduled for volume production in 2026.

• Sample production validation is ongoing now

  • First builds will happen near the end of Q2

  • Production is on-schedule at Giga Texas

  • No new building is being built, it will be built inside already planned space

• Unboxed method is progressing well

  • It is the basis for the Cybercab’s manufacturing process

  • It lowers the cost of production and increases the level of automation considerably

  • Tesla is working on marrying large assemblies together, fixing vehicle ceiling connections, and recently completed corrosion testing

• Unboxed methodology will eventually be incorporated into other lines

  • Cybertruck is already benefiting from some aspects of this method

• Long term goal is a 5 second cycle time for Cybercab

  • Giga Shanghai currently has a 33 second cycle team for Model Y

Current Vehicles

• Giga Texas produced its 400,00th vehicle in April, and Tesla launched the Cybertruck Long Range (RWD).

• Giga Nevada achieved record battery pack production this quarter.

  • Model 3 and Model Y deliveries in the US (and Canada) are now made with 100% US-built battery packs.

• Tesla achieved record orders in a single day in the Asia-Pacific region with the launch of the Refreshed Model Y.

  • This is the most competitive region for EVs, and a validation of Tesla’s cost structure and positioning.

• Giga Berlin built its 500,000th Model Y this quarter.

• Tesla has officially opened the first overseas market for the Cybertruck - Saudi Arabia.

• Q1 is historically the worst quarter for auto sales, and the best quarter to do production swaps

  • Tesla used this as an opportunity to do the swap at all 4 factories around the world at the same time

  • Never been done before - especially as 1.1 million Model Y’s are built per year globally.

Optimus

• Tesla’s Fremont factory is preparing production for the Optimus pilot line for 2025, and wider deployments of Optimus for internal Tesla use is expected this year.

• There has been good progress on finalizing Optimus so far, still in prototyping stages

  • Tesla expects its pilot production line to begin running near the end of 2025

  • Several thousand units should be working in Tesla’s factories by the end of the year

  • Optimus ramp will be challenging, lots of new and unique components Tesla doesn’t make already

  • Optimus will use the AI4 computer

  • Shoulder actuators use permanent/rare earth magnets

    • Working with China to get a license for use

• Goal is 1 million units per year by 2030

Batteries

• The 4680 Cell (Cybercell) is IRA-complaint and eligible for the US Federal EV Rebate.

  • It is the lowest cost-per-kWh cell.

  • Tesla has diversified and protected the supply chain, and each component for the 4680 is sourced from at least two countries.

  • Lowest cost cell of any cell available on the market right now

  • Easy to build a flashy product that does one thing (e.g. charging fast) well, but difficult to scale it up and be profitable

• Tesla’s lithium refining and cathode production plans will start production in 2025, moving critical battery production to the US.

  • Will be the biggest lithium refinery outside of China, and could potentially expand to be the biggest.

  • Cathode production will also make a big impact

  • Anode production or removing anodes entirely is being worked on

• Tesla is no longer supply constrained for vehicle batteries, but is constrained on LFP batteries for North America due to tariffs.

Supply Chain

• Tesla is continuing to localize supply chains where possible

  • Makes sense from a cost and logistics risk standpoint

    • Supply chains should be located on the continent of which the vehicle is built

  • Tesla is the least impacted car company in respect to tariffs

    • Places Tesla in a stronger position than their competitors

  • Elon believes in lower tariffs, and advocates for them

    • Tesla will be impacted by the May tariffs due to part production in Canada and Mexico, no way around this right now

  • Tesla has to buy equipment from outside the US and import it - it is expensive to bring in equipment from China

    • China has the most capacity to provide this equipment

• Tesla is working to on-shore production of LFP, as most Tesla Energy batteries are supplied from China

  • There is an outsized tariff impact on Tesla Energy at the current time, and Tesla is looking at non-China suppliers of Lithium

• Tesla is continuing to focus on adapting to policy changes

  • 85% of US-built vehicles have North American content

  • 95% of Asia-Pacific vehicles have Asian-Pacific content

  • Vertical integration and local partnerships are the key to increasing these

  • Tariff risks are higher for low-volume platforms (S, X, Cybertruck)

  • Tesla can bridge and cover production for other regions in times of crisis

  • Tesla is building strategic banks of parts they cannot vertically integrate, such as processors and microelectronics

  • Tesla is working to reduce or stop the reliance on rare earth magnets as much as possible

Energy

• There was a 154% increase in energy storage deployed YoY, for a total of 10.4GWh.

• Tesla is experiencing continued rapid growth in the energy market, but deliveries remain volatile due to the nature and scale of the projects.

• Megapack expands grid capabilities

  • Tesla is expecting more demand for Megapack in the near future due to the increasing use of AI. 

    • Megapack itself is extremely useful for many industrial use cases, not just AI.

  • It can effectively double grid capacity by buffering energy usage during off-peak hours

  • Tesla has many orders in the GWh range already, and is expecting demand in the TWh range in the future.

  • Tesla is supply constrained on Megapack

• Tesla deployed 1 GWh of Powerwall this quarter.

  • Extremely positive reception from customers; Tesla is supply constrained.

• Tesla delivered 1.4TWh of electricity by Supercharging this quarter, with a 26% YoY growth.

• Megafactory Shanghai is now online and producing Megapacks, over 100 are on-site and produced, ready to be shipped (not counted this quarter!)

  • Tesla expects 20GWh of annual production due to the localized supply chain, and up to 40GWh in the future.

Misc.

• Tesla is working on getting into India, cars going in are subject to 70% tariffs and 30% luxury tax

  • Would be an excellent market, aimed at India’s middle class

  • No discussion about localizing production in India at this time

    • Giga Berlin and Giga Shanghai likely have enough capacity

• Tesla acknowledged that vandalism, unwarranted hostility, and brand image have suffered in several markets, and likely played an impact, but did not have a functional impact on demand

  • In Q&A, Tesla’s executive team mentioned:

    • Biggest impact was reduced Model Y production

    • Tesla remained a best seller in Q1 in multiple regions, and interest remained high

    • Tesla experienced the highest number of test drives in this quarter, ever

    • Tesla isn’t immune to macro economic effects

Elon’s Opening Statement

Elon’s opening statement was interesting - and normally we just integrate it right into the rest of the points, but we’ll break it out here because it is fairly important.

• Elon acknowledges blowback for his time at DOGE

  • He believes that his work there is still important

    • DOGE team has made a lot of progress

  • Elon wanted to focus on fighting waste and fraud to benefit the US

• Most of the work with DOGE is done

  • Time with DOGE will drop significantly as of next month

  • Elon will continue to work with DOGE throughout the current term 

    • 1-2 days per week as needed

  • Elon says he will return to focusing on Tesla

  • DOGE’s mandate ends in July 2026, so Elon will likely have to step away entirely then unless it is extended

• This will be a bumpy year for Tesla

  • Elon is optimistic about the future of the company, but acknowledges 2025 will be challenging, but he doesn’t go into details

  • Still believes the future of the company is on large-scale autonomy

    • Both cars and humanoid robots

  • If Tesla can execute on autonomy, it is well placed for the future

Financial

• Tesla saw a 20% YoY decline in total automotive revenues

  • Partially due to a 15% decline in gross profit, and 9% rise in operating expenses

  • Tesla saw non-GAAP earnings per share drop to $0.27, from $0.45 in Q1 2024, and $0.60 in Q4 2024.

• Tesla attributed the majority of the decline in its vehicle deliveries due to the ramp of the Model Y across all four of its factories globally. The first time any automaker has launched a new model across all factories at the same time.

• Tesla’s average selling price (ASP) also declined due to a mix of sales and financing incentives.

• Overall, operating income decreased 66% YoY to $0.4B, which is a 2.1% operating margin.

• Tesla saw growth in the energy generation and storage sectors (Tesla Energy), and also a higher regulatory credit revenue for this quarter.

• Tesla’s continued ramp of the Cybertruck has seen a lower cost associated with its production as of Q1 2024.

• Tesla’s CAPEX for 2025 will be in excess of $10 Billion

  • Tesla is still evaluating what and where to invest.

Listen to Event

You can listen to the entire event below, which starts at the 7 minute, 9 second mark.

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Tesla's 2025 Q1 Earnings Call: How to Listen [Listen to Replay]

Not a Tesla App

Tesla is holding its 2025 Q1 earnings call today at 2:30 pm PT / 5:30 pm ET / 9:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.

We expect the focus to be on Tesla sales for the quarter, FSD Unsupservised and the Robotaxi network. Tesla may also discuss its upcoming, more affordable model, Optimus, and other products.

Update: If you prefer a recap of everything that was announced during Tesla’s earnings call, take a look at our bullet point list of everything Tesla announced.

Listen to Replay

The event will be live-streamed on Tesla’s site. It is also expected to be streamed on X and YouTube like it has been in the past. Tesla has changed this from an Earnings Call to a Company Update, but it’s unclear whether the phrase change holds any significance in what will be shared.

Update: You can listen to Tesla’s earnings call live below. If you prefer, you can also listen live on Tesla’s website.

Start Time

Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:

2:30 pm Pacific Time

5:30 pm Eastern Time

9:30 pm UTC

10:30 pm - London, England

11:30 pm - Berlin, Germany

7:30 am (April 23rd) - Sydney, Australia

Q&A Questions

The questions asked during the Q&A portion of the call come directly from investors. These are currently the top-voted questions, so we’ll likely see answers to several of these questions:

1. What are the highest risk items on the critical path to robotaxi launch and scaling?

2. When will FSD unsupervised be available for personal use on personally-owned cars?

3. Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?

4. Does Tesla see robotaxi as a winner-take-most market, and as you approach the Austin launch, how do you expect to compare against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility?

5. Can you please provide an update on the unboxed method and how that is progressing?

6. How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?

7. Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs?

8. Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?

9. Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?

10. Robotaxi still on track for this year?’

Look Back at 2025 Q1 Numbers

Most of Tesla’s Q1 deliveries, 323,800 units, were unsurprisingly for the Model 3 and Model Y, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries.

Comparing these numbers to Q1 2024, the Model 3/Y is down about 13%, while the Model S/X and Cybertruck are down about 24%.

In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but stated that the ramp is “going well.” However, deliveries and production were both down year over year.

Although Tesla doesn’t officially break down its numbers by region, Troy Teslike, who closely monitors Tesla's delivery and production numbers has provided estimates that show Tesla’s deliveries across regions. Tesla delivered the most vehicles in China this past quarter, so it’ll be interesting to see if this trend continues.

His estimates for the regional break down are below:

We expect a large portion of Tesla’s earnings call to focus on the long-awaited launch of its Robotaxi, and we will hopefully receive an update on its upcoming, more affordable model, which is rumored to be delayed.

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