So, I am mainly starting this thread because there's a big lease accounting change coming at the start of 2019. Tesla reported that starting Jan 1, 2019, solar leases and PPAs *will not be accounted for as leases*. Apparently they're supposed to retroactively reclassify all the old ones too (!!!) but it sounds like there may be some unspecified "practical expedients" applied. Anyone with more knowledge of accounting able to guess what this is going to do to the balance sheet and P&L statement? I am certain it's going to make it a lot more comprehensible -- the new GAAP treatment is a much better fit with SolarCity's business model than the old GAAP treatment was -- but it's slightly beyond me to try to guess what the results of those changes will look like. The only thing I can guess is that Wall Street analysts, who are typically even worse than me at deciphering the current accounting treatment, will suddenly like the look of the solar business a lot better, which should act as a "positive surprise". But I have no idea what the new numbers will look like. Does anyone else care to take a wild stab at it?