Tesla Inc
tesla.comWhat Do They Do?
Sells electric vehicles and related software to drivers, and energy generation and storage systems to homes and organizations.
10-K for FY2025, filed Jan 29, 2026We are focused on bringing artificial intelligence (“AI”) into the real world, through products and services like Full Self-Driving (“FSD”)…View ↗
The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles as…View ↗
We currently manufacture five different consumer vehicles – the Model 3, Y, S, X and Cybertruck. Model 3 is a four-door mid-size sedan that…View ↗
Powerwall and Megapack are our lithium-ion battery energy storage products. Powerwall, which we sell and lease to customers, as well as…View ↗
How Do They Make Money?
Vehicle buyers generally pay at delivery, while financed purchases and some software services bring payments over time. Energy customers pay upfront or by project milestones; service customers pay at sale or as services are provided.
10-K for FY2025, filed Jan 29, 2026Automotive sales revenue includes revenues related to cash and financing deliveries of new vehicles, and specific other features and…View ↗
We have outstanding leases under our direct vehicle operating leasing programs in the U.S., Canada and in certain countries in Europe.…View ↗
Energy generation and storage sales revenue consists of the sale of energy generation and storage systems to residential, small commercial…View ↗
For large commercial and utility grade energy storage system sales, customers make milestone payments that are consistent with…View ↗
Energy Generation and Storage LeasingView ↗
Revenues related to repair, maintenance and vehicle insurance services are recognized over time as services are provided and extended…View ↗
$94.8B
-
10-K for FY2025, filed Jan 29, 2026
$94.8B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Automotive Revenues
Mix
10-K for FY2025, filed Jan 29, 2026 |
73%
FY2022: 88%
|
Automotive Revenues, FY2025
$69.5B Sources
|
Mix |
|
Energy generation and storage
Sold outright
10-K for FY2025, filed Jan 29, 2026 |
13%
FY2022: 4.8%
|
Energy generation and storage, FY2025
$12.8B Sources
|
Sold outright |
|
Services and other
|
13%
FY2022: 7.5%
|
Services and other, FY2025
$12.5B Sources
|
Who Are Their Customers?
Vehicle buyers purchase through Tesla’s website and company-owned stores. Residential, commercial and utility customers buy energy products through Tesla’s website, stores and galleries or through channel partners; some commercial customers use power purchase agreements.
10-K for FY2025, filed Jan 29, 2026
Do Revenues Turn Into Profits?
Yes. It kept 4 cents of every revenue dollar as net income in FY2025 and turned 7 cents into free cash flow.
10-K for FY2025, filed Jan 29, 2026
$4.4BView ↗
10-K for FY2025, filed Jan 29, 2026
$3.8BView ↗
10-K for FY2025, filed Jan 29, 2026
$6.2BView ↗
How Are They Changing?
10-Q for Q3 FY2026, filed Oct 22, 2026
Open tableView ↗
Growing. Revenue grew 76% in 4 years, from $53.8B in FY2021 to $94.8B in FY2025, about 15% a year.
Robotaxi service
The older report described an autonomous ride-hailing network as a future plan; the newer report says the Robotaxi service has launched and is being expanded.
10-K for FY2022, filed Jan 31, 2023 10-K for FY2025, filed Jan 29, 2026We intend to establish in the future an autonomous Tesla ride-hailing network, which we expect would also allow us to access a new customer…View ↗
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