Tesla Results Presentation Deck

9 OTHER HIGHLIGHTS Energy Storage Energy storage deployments decreased by 11% YoY in Q2 to 1.1 GWh, mainly due to semiconductor challenges, which are having a greater impact on our Energy business than our Automotive business. Demand for our storage products remains in excess of our ability to supply. We are in the process of ramping production at our dedicated Megapack factory to address the growing demand. Solar Solar deployments increased by 25% YoY in Q2 to 106 MW, the strongest quarterly result in over four years. Although we continue to experience import delays beyond our control on certain solar components, we have expanded our supplier base to enable growth in this business. Our solar installation team continues to improve installation efficiency, enabling higher volumes and stronger economics. Services and Other In Q2, Services and Other business returned to positive gross margin. The used car business remains strong, particularly as interest in electric vehicles expands. Additionally, we are growing merchandise, Tesla-owned collision centers and related services. The Supercharger business, which is part of Services & Other, is increasingly serving both Tesla and non-Tesla customers. To help accelerate the transition to sustainable energy even faster, we are excited to open up our global, fast-growing network to other EV customers. 120 100 80 60 40 20 O Q1 2018 4,000 3,000 2,000 1,000 O Q2 2018 Q1 2018 Q3 2018 Q4 2018 Q2 2018 Q3 2018 Q1 2019 Q2 2019 Q1 2019 Q4 2018 H Q3 2019 Q2 2019 Q4 2019 Q1 2020 Q3 2019 Q2 2020 Q4 2019 Solar deployments (MW) Q1 2020 Q3 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q4 2020 Q2 2021 Q1 2021 Q3 2021 Q2 2021 Global Tesla Supercharger locations Q3 2021 Q4 2021 Q4 2021 Q1 2022 Q2 2022 Q1 2022 Q2 2022 TESLA

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