As far as the key numbers, Tesla continues to push profitability and I think beat estimates by pulling off a profitable quarter in Q1. I can't imagine they will do it again in Q2, and they've suspended their guidance, but compare and contrast to, e.g. Ford, which is currently drawing all their credit lines to the max to stay afloat (to the tune of $15 billion).
They've never had spare inventory before, it will be interesting to see how fast they can clear it when things pick up. In a very long shutdown scenario, Tesla will come out way ahead of standard auto makers because their cars somewhat forego the "New Model Year" craze, and they can software update all their inventory. So while most carmakers will be looking at bursting full lots of "late model year" new cars, Tesla will be selling "Model 3" and "Model Y" through their configurator same as usual.
It's been fun watching the Munro tear-downs of the Model Y. I'm curious when and how quickly those improvements will make it back into a redesigned Model 3. They have definitely improved and simplified the design in important ways. They highlighted this in their slides at the end showing underbody components of Model 3 (70 pieces) vs Model Y (2 pieces, eventually 1).
Solar is unfortunately MIA in this report. Buffalo managed to get Solar Roof ramped up to 4MW per week (1,000 homes per week) just as the shutdown hit. I would imagine a lot of momentum has been lost in their installer recruitment and training efforts. I would have been very nice to see some ROI in 2020 from Solar Roof, but I'm not sure we'll get it this year.
Looking forward to getting to see a Model Y in person and feel how much more space it has. It seems like they've left a good deal of acceleration "in the tank" to unlock in future software updates, that will also be fun to see.