So I was interested in how much revenue Tesla Energy or more specific the Powerwall might contribute to Q1. Unfortunately it doesn't seem like much. For Q2 however thinks look much rosier. I asked several installers from Australia, the US and Germany about when first installations of the Tesla Powerwall 2 will start.
Green Mountain Power (US):
"We have not received any details from Tesla that would enable us to design the product offering therefore do not have a timeline. Also, the technical specs have not been provided."
Energy Matters (Australia):
"As it stands, the Tesla Powerwall 2's are not in the country yet so in terms of the first installations it is hard to say. We are looking at potential install dates of around April-May time this year."
OffGrid Energy (Australia):
"The latest update from Tesla is that the shipment is expected in late April for the DC Powerwall, and late May for the AC Powerwall. This means that actual installations would start being scheduled for May and June respectively. These estimates are for our customers who already have orders in place for the Powerwall. New orders may have different timeframes depending on when the next shipments from Tesla will be arriving."
Solahart (Australia):
"We are still waiting for the Tesla Powerwall to be released and tested by Solahart Head Office."
The german installers and Tesla Store Frankfurt haven't answered yet, but I will update once I have an answer. From what I'm hearing they also expect installations to start in April.
Elon once said that he expects Powerwall unit sales to exceed vehicle sales. If we add a grain of salt, 50,000 Powerwall sales in 2017 would equal about $300M in revenue. Not bad!