Tesla is betting on a new solar panel to offset its EV slump. (Canary Media)
With auto revenue down 10% for the year and plans to scrap Model S/X production for robots, Tesla is leaning hard into energy generation and storage (where revenue grew 27% last year). The company deployed 46.7 GWh of storage in 2025, more than 10X the rate just four years before.
Enter: a new, proprietary rooftop solar panel. The design uses a rail-less mounting system to cut installation time and parts, leveraging data from 500K prior solar installs to fix what contractors hate most about rooftop solar.
With federal tax credits for purchases gone, Tesla is pivoting to a lease-heavy model to capture remaining incentives, hoping its "closed loop" ecosystem (car, charger, battery, solar) can beat massive competitors like Qcells.