On Wednesday, Tesla reported a drop in revenue (its first full-year revenue drop), vehicle deliveries, and gross profit for the full year 2025. (The solar panels, however, will still be ​“proudly made on Earth by humans,” per company materials.) But while Tesla freely discloses battery capacity delivered by its generation and storage business, it does not share solar capacity deployed, making it hard to gauge the significance of solar relative to energy storage. First California, the biggest residential market by far, overhauled the rules for solar compensation in a way that crushed sales. Then the Republican-backed budget law ended the federal tax credit for households that buy their own rooftop solar systems.