Skip to main content

#beancount

Beancount

Learn Beancount syntax, features, and workflows for effective financial tracking

Tesla Q1 2026: Margins Hit a 5-Quarter High While Deliveries Keep Falling — and a New $25B+ Capex Guide Rattled the Stock

Tesla's Q1 2026 revenue reached $22.4 billion (+16% YoY) with automotive gross margin hitting a 5-quarter high of 19.2% ex-regulatory-credits, but a capex guidance raise to over $25 billion and a $2.0 billion SpaceX equity stake sent the stock down 3.56% despite the earnings beat. Full income statement and balance sheet, FY2021-Q1 2026, in a public Beancount ledger.

Microsoft FY2026 Q3: Azure Hits 40% Growth as the $190 Billion Capex Bet Compounds

Microsoft's FY2026 Q3 revenue rose 18.3% to $82.9B with net income up 23.1% to $31.8B, while Azure re-accelerated to 40% growth — but gross margin compressed for a third straight quarter (69.1% → 68.0% → 67.6%) as capex tracks toward $190B for calendar 2026. Full income statement and balance sheet, FY2020–FY2026 Q3, in a public Beancount ledger.