We had a Business Insider look. Here's Electrek's take.
"The 358,023 deliveries represent a 6.3% year-over-year increase from Q1 2025’s 336,681 vehicles. But that comparison is deeply misleading. Q1 2025 was Tesla’s weakest quarter in years because the company shut down Model Y production lines across all four factories to transition to the refreshed “Juniper” Model Y. Beating a deliberately sandbagged quarter by just 6% is nothing to celebrate.
Sequentially, deliveries dropped 14.4% from Q4 2025’s 418,227 vehicles — a steeper decline than Tesla’s typical seasonal patterns."
MORE CONCERNING:
"Tesla deployed just 8.8 GWh of energy storage products in Q1 2026 — a 38% drop from Q4 2025’s 14.2 GWh and far below the analyst consensus of 14.4 GWh."
https://electrek.co/2026/04/02/tesla-tsla-q1-2026-delivery-results-misses-expectations/
A couple of folks I know putting in batteries won't look at Tesla for storage, just as they won't look at them for vehicles.