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1、Q2 2024 Update1Highlights03Financial Summary04Operational Summary06Vehicle Capacity07Core Technology08Other Highlights09Outlook10Photos&Charts11Key Metrics20Financial Statements22Additional Information282S U M M A R YH I G H L I G H T S(1)Excludes SBC(stock-based compensation),net of tax;(2)Free cas

2、h flow=operating cash flow less capex;(3)Includes cash,cash equivalents and investments;(4)Active driver supervision required;does not make the vehicle autonomous.Profitability$1.6B GAAP operating income in Q2 after restructuring and other charges of$0.6B$1.5B GAAP net income in Q2$1.8B non-GAAP net

3、 income1 in Q2In Q2,we achieved record quarterly revenues despite a difficult operating environment.The Energy Storage business continues to grow rapidly,setting a record in Q2 with 9.4 GWh of deployments,resulting in record revenues and gross profits for the overall segment.We also saw a sequential

4、 rebound in vehicle deliveries in Q2 as overall consumer sentiment improved and we launched attractive financing options to offset the impact of sustained high interest rates.We recognized record regulatory credit revenues in Q2 as other OEMs are still behind on meeting emissions requirements.Global

5、 EV penetration returned to growth in Q2 and is taking share from ICE vehicles.We believe that a pure EV is the optimal vehicle design and will ultimately win over consumers as the myths on range,charging and service are debunked.Progress continued for our AI initiatives in Q2.We reduced the price o

6、f FSD(Supervised)4 in North America and launched free trials to everyone with the necessary hardware.These programs have demonstrated success and are laying the foundation for more meaningful FSD monetization.We expect to see an increase in FSD attach rates for our fleet as the capability improves a