Tesla has removed the Solar Roof from its website, redirecting potential customers to conventional solar panel offerings. Elon Musk previously promoted the product as a central pillar of the company’s energy strategy. This withdrawal prompts renewed scrutiny from investors regarding Tesla’s track record for project execution.
Tesla’s energy division gross margins fell to 20.4% last quarter. This represents a sharp decline from the previous 39.5%.
Analysts are split on the implications of the move. Some view the exit as a failure in execution, while others see a strategic shift to prioritize the Megapack. This pivot aims to capture growing demand from AI data centers through more scalable energy solutions.