Tesla's Q2 delivery forecast underscores pivot from car sales to Robotaxi and energy bets
Analysts expect Tesla to report 406,024 vehicle deliveries in Q2 and 13.8 GWh of energy deployments, a figure that reinforces the ongoing shift in narrative from quarterly car-delivery momentum to Tesla’s broader bets on autonomous ride-hailing, FSD capabilities, and energy storage, while acknowledging that the auto business remains foundational.