Anyone aware of Powerwall's share of TSLA revenue?

Ross1 said:

already batteries being produced in the GF, perhaps to the detriment of MX.

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Huh? I quickly dug up Tesla will begin production at its Gigafactory in 2016 - Tech Insider which says battery production will start there at end of 2016, which is already ahead of schedule.

Latest SEC filings at Tesla Motors - Quarterly Report says
" The Tesla Gigafactory

We are building the Tesla Gigafactory, a facility where we intend to work together with our suppliers to integrate production of battery material, cells, modules and battery packs in one location. In June 2014, we broke ground on the Gigafactory outside of Reno, Nevada. While construction is still continuing, we relocated production of our Tesla Energy products to the Gigafactory in the fourth quarter of 2015 to a new automated assembly line several quarters ahead of our initial plan. While this will allow us to better accommodate our expected growth, we expect it will cause short-term disruption in Tesla Energy production and deliveries during the fourth quarter of this year. We anticipate beginning cell production, initially for Tesla Energy products, by the end of 2016. "

Tesla Energy revenues are some subset of the Services and other revenue listed on page 5 in the above filing.

During the Q3 earnings call they (Elon?) announced that power pack production had already started at the Gigafactory. Also, moving the production line from Fremont delayed deliveries somewhat, but they are better positioned now. They also said they expect to start cell production at the Gigafactory by the middle of next year, well ahead of schedule.

GSP

As I interpret the Q3 2015 report, Tesla Energy products are now being manufactured at the Gigafactory but the cells are not yet being produced there.
At this point I don't think we have enough information to make useful estimates of how much those products are going to contribute to Tesla's revenue in the near term. In the long term, my estimate is "a lot"!

I think it might be a tad early to be asking this question. Is the Gigafactory actually producing cells yet? I know they are assembling complete packs, but currently the cells may still be coming from Panasonic.

Not sure of TM GF revenue, but i can assure you that BMW, mercedes, or some other auto manufacturer will have a battery plant running by 2050 and is all ready projected to make so much revenue that it can't even be written in an article. That's what the internet fairy told me last night...

I have yet to see one forum post anywhere of someone who has taken delivery of a Powerwall. Frankly, I'm skeptical that any have shipped at all yet.

Cosmacelf said:

I have yet to see one forum post anywhere of someone who has taken delivery of a Powerwall. Frankly, I'm skeptical that any have shipped at all yet.

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The inverter may not be ready yet

My understanding from Australian newspapers - as well as some Aussie threads here - is that Down Under has been selected as the world's first location for Powerwall deliveries. Don't take my word for this, but I think that's supposed to kick off later this month.

Here is one such link:http://www.businessspectator.com.au/article/2015/9/22/smart-energy/tesla-prioritises-australia-powerwall-–-why

As I said, no power wall deliveries yet.