According to @garyblack00, Tesla (TSLA) reported Q4 2025 deliveries of 418.2K, below the 423K investor-relations-derived consensus and down 15.6% YoY versus 495.6K in Q4 2024 following the 9/30 expiration of the $7,500 EV credit (source: @garyblack00). According to @garyblack00, FY 2025 deliveries totaled 1,636.1K (-8.6% YoY), marking a second consecutive annual decline, while Q4 energy storage deployments reached 14.2 GWh (+29% YoY) (source: @garyblack00). According to @garyblack00, he expects Wall Street to reduce FY’26 consensus deliveries of 1,805K and FY’26 adjusted EPS of $2.20 despite progress on unsupervised autonomy (source: @garyblack00). According to @garyblack00, Tesla issued an IR press release distributing a 4Q delivery consensus of 423K versus a Bloomberg consensus of 445K, implying actuals closer to 420K (source: @garyblack00 and Tesla IR as cited). According to @garyblack00, the source does not reference cryptocurrencies; crypto traders may simply monitor broader risk sentiment around megacap tech for any spillover (source: @garyblack00).

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.