

News
Roofing industry keeps close watch on Tesla Solar Roof as production nears
The first installation of Tesla’s highly anticipated Solar Roof product is expected to take place in the coming months, bringing the company one step closer to providing a comprehensive and arguably best looking “sun-to-vehicle” system possible. As we near the inaugural installations, those in the solar industry are keeping a close watch on the impact Tesla’s roll out will have on solar demand and the entire category as a whole.
Tesla’s Solar Roof glass tiles— offered in four styles of Tuscan, Slate, Textured, and Smooth— look like regular roof tiles from ground level, but embedded with photovoltaic solar cells underneath. Tesla claims the glass tiles are more resilient than traditional roof tiles, and the company guarantees them for the lifetime of the house. Sweetening the whole deal, Tesla— with the help of SolarCity, which it merged with in November 2016— includes the labor and materials of tearing down your old roof and installing the new in the purchase of a Solar Roof.
Tesla is not the first to produce solar tiles. In 2016, Dow Chemical stopped its production of solar shingles five years after it first launched them, citing the low efficiency and high costs of their product. Other companies, such as Forward Labs, already produce such a product, but none have the visibility and ability to capture the attention of the media like Tesla and Elon Musk.
Over the past few years, the growth of demand for residential solar installations has begun to slow: consumer preferences have shifted more to community-based systems, electricity prices have plummeted due to falling natural gas and oil prices, and utility companies have begun to push back against catering to those who want to go “off-the-grid.” In an industry with few recent and dramatic product-level innovations, the excitement over residential solar systems has been cooling. According to Forbes, installation growth rates dropped from 63% per year from 2013 to 2015, to merely 16% in 2016. Some believe that Tesla’s high-visibility and loyal consumer base can reinvigorate the market. Grace Robertson, marketing manager of LightWave Solar, a solar installation company not affiliated with Tesla, said that Tesla’s movement has prompted local interest in LightWave Solar and the solar industry as a whole.
“The Solar Roof announcement generated a buzz and we got a few more phone calls than usual,” wrote Robertson in a comment to Teslarati. “It gets people excited about solar.”
But Tesla’s product is not just a replacement for solar panels: it is a replacement for solar panels and the entire roof they sit on. This comes with a hefty price tag. Tesla has advertised that the cost of the solar roof, offset by tax breaks and generation of solar energy, will be competitive with the price of a more traditional roof made with comparable materials. But these “comparable materials”— slate, glass, and terra-cotta— do not include the asphalt shingles that top over 75% of American homes. That focuses the market down to the other 25%.
According to Tesla’s Solar Roof cost calculator, the estimated cost and benefit of a solar roof is highly dependent on one’s location, typical electricity bill, and square footage of your house. For a typical residence in Massachusetts of 2,400 square feet with a $215/mo electric bill, a solar roof in which 60% of tiles are solar panels, would cost $71,600, not including the addition of a Powerwall 2 home battery storage system. Offsetting the cost is the projected $99,300 worth of energy generated by the roof over 30 years in addition to a $20,400 federal tax credit. Over those 30 years, Tesla estimates the home-owner will earn a net $41,100. Not a bad deal, although re-roofing the same house with asphalt shingles would cost only around $11,000 to $17,000. For a similar-sized house in central Iowa, the Tesla calculator recommends a covering of 50% solar tiles for the roof, with an upfront price tag of $40,500 (plus a $7,000 Powerwall 2 battery) for a net cost of $7,100 over 30 years. Not as great a deal.
For some, high property taxes and already low electricity bills make these upfront costs even less attractive. As Senior Technology Editor at Ars Technica Lee Hutchinson pointed out on Twitter: “My 2600sqft **HOUSE** only cost $200k. My property taxes would explode w/adding another 50% onto the home’s appraised value [with a solar roof].”
This is true. The economics are not yet compelling where housing and utility costs are low and property taxes are high.
— Elon Musk (@elonmusk) May 10, 2017
Hutchinson lives in Texas, and expressed the concerns of many who wish they could buy into the solar roofs, but can’t get past the sticker shock. Elon Musk replied that he understood the concern over the high prices, tweeting: “This is true. The economics are not yet compelling where housing and utility costs are low and property taxes are high.”
Robertson, from LightWave Solar, noted that while Tesla’s product is bringing renewed interest to the solar industry, she does not expect the solar roof to significantly impact the sales of more traditional solar panels due to these high upfront costs.
“Since most of our customers want the most cost-effective solar solution, we don’t expect the Solar Roof to put much of a dent in our sales of traditional solar panels,” wrote Robertson.
However, in an op-ed for the San Francisco Tribune, CEO and founder of EnergySage Vikram Aggarwal, an online solar marketplace backed by the U.S. Department of Energy, argued that the buzz around Tesla’s Solar Roof may not be too good for traditional solar installers after all. Aggarwal wrote that before the tiles are installed and tested on real people’s houses, the uncertainty around the roof’s total cost and energy production will cause consumers to delay buying the product until more information is available. In the meantime, those who have become excited about solar energy are not giving business to local solar panel installers either.
“The Tesla Solar Roof should be viewed as a well-designed luxury roofing product first — its solar production benefits are an additional benefit, but not its core offering,” wrote Aggarwal. “Until more comprehensive, transparent information about the all-in costs of the Tesla Solar Roof are made available, his revolutionary product may only take the wind out of the rest of the solar industry’s sails.”
But for those who are already willing to pay for high-end roofing materials and who are looking to re-roof in the near future, the Solar Roof could be a great addition to their house and other Tesla products.
With the high costs and slow roll-out, the Solar Roof isn’t expected to immediately revolutionize the solar industry in the US. Most people probably will not see solar shingles in their neighborhood for several years yet. What it will do is push the solar industry back into the limelight for at least a few months and encourage consumers to reimagine a home powered by the sun in a new era of fashionable renewable energy. Tesla is not the first to bring accessible solar to residential areas, but it is the first in a long time to make it cool.
Investor's Corner
LIVE BLOG: Tesla (TSLA) Q2 2025 earnings call updates
The following are live updates from Tesla’s Q2 2025 earnings call.

Tesla’s (NASDAQ:TSLA) earnings call comes on the heels of the company’s Q2 2025 update letter, which was released after the closing bell on July 23, 2025.
Tesla’s Q1 2025 Results:
Total Revenues: $22.5 billion
Total automotive revenues: $16.7 billion
Total GAAP gross margin: 17.2%
Gross Profit: $3.88 billion
EPS non-GAAP: $0.40 per share
The following are live updates from Tesla’s Q2 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story.
16:22 CT – Good day to everyone, and welcome to another Tesla earnings call live blog. Tesla had a pretty big quarter, and while the company’s vehicle deliveries are still down year-over-year, the Robotaxi pilot has been launched in Austin.
Now to see if this earnings call starts on time. Interestingly enough, the EV maker has not posted a link to its Q2 2025 earnings call livestream on its official @Tesla X account yet.
16:26 CT – The earnings call’s livestream on YouTube, however, is up:
16:28 CT – I wonder which Elon we will get on today’s earnings call? Will be get super locked-in Elon, serious Elon, or lighthearted Elon? Whichever Elon we get, TSLA stock will probably show some reaction in after-hours trading.
16:30 CT – Travis Axelrod of Tesla’s Investor Relations team opens the call. He states that Tesla CEO Elon Musk and other executives are present. And, here’s Elon’s opening remarks.
16:33 CT – Elon opens with the launch of Tesla’s Robotaxi service in Austin, which has gotten “bigger and longer” over the past few weeks. He stated that the service area for Robotaxi services in Austin will get even bigger and longer soon. He mentions the Robotaxi service’s expansion to the Bay Area, Arizona, and Florida in the coming months.
“I think we’ll have Robotaxi in half the population of the US by the end of the year?” Musk said, highlighting that this is subject to regulatory approval. He added that Tesla is expanding its Robotaxi service cautiously.
16:35 CT – Elon noted that the Model Y became the best-selling car in several countries in n Türkiye, Netherlands, Switzerland and Austria in June. This was despite the Model Y selling in these countries without its killer feature–FSD. Despite the regulatory challenges, Elon noted that Tesla will get these approvals, and he is hoping that some areas in Europe should experience FSD in the coming months. “It really is the single biggest demand driver,” Musk said.
16:37 CT – Elon also mentioned the launch of the Tesla Diner. “This is a very special diner,” Musk said, stating that the facility is a “shining beacon of hope.” He joked that it is rare that a diner makes the news, but the newly launched restaurant is quite something.
On the other hand, Elon noted that Tesla is making significant improvements to its FSD software, and that the company could probably 10X the parameter count from what users are currently experiencing.
16:43 CT – The CEO also highlghted the growth of Tesla Energy, which he noted was a “really big deal.” As for Optimus, Musk stated that the humanoid robot is in its current second generation. Its third generation will be “exquisite,” the CEO noted.
“Tesla is by far the best in the world in real-world AI,” Musk said. He threw some shade at Waymo as well, stating that while Google is good at AI, the tech giant is not as good in real-world AI applications. All those years producing and designing cars matter.
“Tesla has the highest intelligence density in AI so far,” Musk said. “Intelligence density will be a very big deal in the future.”
16:46 CT – Musk stated that Tesla will probably see prototypes of Optimus Version 3 this year, and scale production next year. Tesla will be ramping these initiatives as fast as possible, considering the company’s aspirations to produce millions of Optimus robots per year. Musk believes that a rate of 1 million Optimus robots per year is feasible within five years.
“We’re not always on time, but we get it done,” Musk said, referencing the company’s tendency to make the impossible feel late. He also reiterated the idea that Tesla can be the omst valuable company in the world if it executes very well.
16:50 CT – Tesla CFO Vaibhav Taneja mentioned the company’s milestone of delivering a car autonomously to a customer for the first time in Q2. He also mentioned the effects of the Trump administration’s regulatory changes for electric vehicles.
He mentioned that Tesla is seeing more test drives, and the company did start the production of more affordable cars in the first half of the year, with volume production planned for the second half of the year.
Investor's Corner
Tesla (TSLA) Q2 2025 earnings results
Tesla posted total revenues of $22.496 billion and non-GAAP EPS of $0.40 per share.

Tesla (NASDAQ:TSLA) has released its Q2 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, July 23, 2025.
Tesla’s Q2 earnings come on the heels of a quarter where the company produced over 410,000 vehicles, delivered over 384,000 vehicles, and deployed 9.6 GWh of energy storage products. The second quarter also saw the launch of the Roboaxi service’s pilot program in Austin, a notable step forward for the company’s self-driving program.
Tesla’s Q2 2025 earnings in a nutshell
As could be seen in Tesla’s Q2 2025 update letter, the company posted GAAP EPS of $0.33 and non-GAAP EPS of $0.40 per share. Tesla also posted total revenues of $22.496 billion.
In comparison, Wall Street expected Tesla to post earnings per share of $0.39, down 25% from a year ago. Tesla’s revenue is forecasted to fall 13% to $22.19 billion, and analysts also expect the electric vehicle maker to post lower margins this quarter.
Tesla’s other Q2 metrics
For the second quarter, Tesla’s total revenue decreased 12% YoY to $22.5B. Operating income also decreased 42% YoY to $0.9B, resulting in a 4.1% operating margin. Tesla still has a strong war chest, as the company’s quarter-end cash, cash equivalents and investments was $36.8B.
Product Plans
Tesla noted in its Q2 2025 update letter that the company remains focused on “prudently growing our vehicle volumes in a capex efficient manner by using our existing vehicle production capacity before building new lines.” Still, Tesla noted that plans for new vehicles that will launch in 2025 remain on track, including initial production of a more affordable model in 1H25.
Tesla also reiterated that the Cybercab will be produced using the company’s upcoming “Unboxed” manufacturing process. Volume production of the Cybercab is expected to start sometime in 2026.
Below is Tesla’s Q2 2025 update letter:
TSLA-Q2-2025-Update by Simon Alvarez on Scribd
News
Elon Musk reveals big plans for Tesla Optimus at the Supercharger Diner
Will Optimus deliver my Tesla Club on roller skates? I’m hopeful.

Elon Musk revealed on X on Wednesday that Tesla Optimus will soon be getting a job at the Supercharger Diner in Los Angeles, and its role will be right on par with what we believed the humanoid bot would be perfect for.
While Optimus was spotted serving popcorn at the Diner on Monday as it opened for the first time, that’s its only job, at least for now. Musk said Optimus will be getting a promotion in 2026, and it will be a food runner, bringing your order straight to your car, eliminating the need to go inside yourself.
It will complete what Tesla hopes is a full-fledged 50s diner experience, curated by the imagination of the future. In the 1950s, drive-in diners were a common hangout to grab a bite and watch a movie. Tesla opened its Supercharger Diner in Los Angeles earlier this week, but it has a futuristic twist to it.
You can order food directly from your car, sync your center touchscreen and speakers to the two massive projection screens that Tesla is playing movie scenes on at the Diner, and even go inside for a true break from your car.
Next year, Tesla will take it a step further, Musk confirmed:
Optimus will bring the food to your car next year pic.twitter.com/opPGjOe7t1
— Elon Musk (@elonmusk) July 23, 2025
The Diner features 80 Superchargers that can be used by both Tesla and non-Tesla EVs, provided that the manufacturer of the electric car has access to the company’s robust network. It is also available to non-EV owners, as they can park their cars and stop in for a quick bite to eat.
Tesla’s full menu at the Diner is available here, and its focus for the restaurant was to provide healthier options by sourcing most of its food from local, organic, and humane farms:
We put a lot of effort into using truly organic ingredients from farms that we have visited
— Elon Musk (@elonmusk) July 22, 2025
Optimus’s capabilities seem to be progressing to a point where Tesla feels confident that the humanoid robot can handle carrying food and delivering it to customers at their cars. Whether it will be put on roller skates is another question, but we’re hopeful Optimus can do it when it gets its promotion next year.
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