TSLA · Tesla, Inc.
stockEach revenue stream represents a distinct business segment. The color coding carries through all subsequent tabs so you can track how each segment contributes to TAM, revenue, profit, valuation, and ultimately the implied share price.
Automotive Sales
Sales of electric vehicles including Model S, 3, X, Y, Cybertruck, and Semi.
Growth Drivers: Global EV adoption, scaling of new gigafactories, and introduction of next-gen lower cost models.
Current Revenue: $82.4B
Energy Generation and Storage
Sales of Megapack, Powerwall, and solar products for residential and commercial.
Growth Drivers: Grid instability, shift to renewable energy, and massive commercial demand for Megapacks.
Current Revenue: $6.0B
Services and Other
Supercharging network, vehicle insurance, out-of-warranty repairs, and used vehicle sales.
Growth Drivers: Expanding global fleet, opening of Supercharger network to other OEMs, and Tesla Insurance expansion.
Current Revenue: $8.3B
Software and Robotaxi
Full Self-Driving (FSD) software subscriptions and upcoming autonomous ride-hailing network.
Growth Drivers: Advances in AI/vision models, regulatory approvals for L4/L5 autonomy, and high software margins.
Current Revenue: $1.5B
Robotics (Optimus)
Humanoid robot designed to perform unsafe, repetitive, or boring tasks.
Growth Drivers: Labor shortages, AI neural net improvements, and factory automation.
Current Revenue: $0
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