$TSLA Q2 2026 Earnings Financials EPS Miss of 0.33% vs 0.50% expected. Issue is gross margins dropped from 21.1% to 16.8%. Corresponding EBITDA margin drop from 16.4% to 11.6%. Many car prices have been increasing but TSLA has been stable. TSLA has room to increase topline pricing. Model Y Long will be a premium car with higher margins. This benefits from the Model Y supply chain which is the number one selling car on the world. Tesla Robotics Optimus will be training in Optimus Academy aka real factory production setting for automotive and BESS. This is a large advantage of Tesla robotics going forward. AI Training Compute Tesla currently has 2 datacenters: Cortex 1 at 90MW and Cortex 2 at 115MW. Tesla will have 400MW of compute by end of this year. Note this does not overlap with S
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