According to @garyblack00, Tesla reported Q4 deliveries of 418.2K, near the Tesla IR-derived consensus of 423K and down 15.6% year over year versus 495.6K in Q4 2024 following the expiration of the $7,500 EV credit on 9/30, source: @garyblack00; Tesla Investor Relations. For FY 2025, deliveries totaled 1,636.1K, an 8.6% YoY decline and the second consecutive annual drop, source: @garyblack00. Q4 energy storage deployments reached 14.2 GWh, up 29% YoY, source: @garyblack00. @garyblack00 noted Tesla issued an unusual press release sharing the IR-derived Q4 delivery consensus of 423K versus a 445K Bloomberg consensus that he views as stale, implying management wanted the lower IR consensus widely distributed, source: @garyblack00; Tesla Investor Relations. Based on these results, @garyblack00 expects Wall Street to reduce FY 2026 consensus deliveries of 1,805K and FY 2026 adjusted EPS of $2.20, source: @garyblack00. The source did not cite any direct crypto market impact, source: @garyblack00.