Tesla's Energy & Supercharger Business: A Growing Source of Profit πŸ”‹πŸ”Œ

Gali Filche, Hyperchange, investment, Tesla -

Tesla's Energy & Supercharger Business: A Growing Source of Profit πŸ”‹πŸ”Œ

Tesla's energy and supercharger business is rapidly becoming a significant source of profit for the company, potentially leading to recurring revenue and balancing out fluctuations in the automotive business

Questions to inspire discussion

  • How is Tesla's energy business impacting the company's profit?

    β€”Tesla's energy business is becoming a significant source of profit for the company, potentially leading to recurring revenue and balancing out fluctuations in the automotive business.

  • What is the potential of Tesla's supercharger business?

    β€”Tesla's supercharger business is rapidly becoming a significant source of profit for the company, potentially leading to recurring revenue and balancing out fluctuations in the automotive business.

  • How does Tesla's energy business affect the automotive business?

    β€”Tesla's energy business is potentially balancing out fluctuations in the automotive business by becoming a significant source of profit for the company.

  • What is the significance of recurring revenue for Tesla?

    β€”Recurring revenue from Tesla's energy and supercharger business is potentially balancing out fluctuations in the automotive business and becoming a significant source of profit for the company.

  • Why is Tesla's energy business considered important for the company?

    β€”Tesla's energy business is rapidly becoming a significant source of profit for the company, potentially leading to recurring revenue and balancing out fluctuations in the automotive business.Β 

Key Insights

  • πŸ’° Tesla's profit margin from the energy and services business has been increasing dramatically, making it a significant profit driver for the company.
  • πŸ’° Tesla's energy and storage segments have been extremely profitable, contributing almost 500 million in gross profit in the last quarter alone.
  • πŸ”‹ Supercharger Network expansion to other cars is a key factor in Tesla's profit growth.
  • πŸ”‹ Tesla's Supercharger network is becoming a new business line, making them not just a car company but also an oil company, significantly increasing their market cap.
  • πŸ”Œ The mega pack Factory is still in the early phases of ramping, indicating potential for significant growth in the years to come.
  • πŸ’° Tesla's energy and storage gross profit could quickly ramp up into billions per quarter.
  • πŸ’° Tesla's operating expenses going towards Automotive can be a real game-changer for the company's growth and maturity.
  • πŸ’° Energy margins have surpassed Automotive margins for the first time in the last 5 years, showing massive potential for Tesla's energy business.


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Clips

  • 00:00 πŸ”‹ Tesla's energy and services business is becoming a significant profit driver for the company.
    • 00:37 πŸ’‘ Tesla's energy and supercharger profits are booming, contributing almost 500 million in gross profit in the last quarter alone.
      • 01:12 πŸ”‹ Tesla's supercharger network is expanding rapidly with 5.6 thousand stations.
        • 01:34 πŸ’‘ Tesla's Supercharger network is becoming a new source of profit for the company, potentially leading to recurring revenue and balancing out fluctuations in the automotive business.
          • 02:06 πŸ’‘ Tesla's energy and supercharger profits are booming, with potential for even more growth in the future.
            • 02:30 πŸ’₯ Tesla's energy and supercharger profits are booming, with the mega pack being one of their most profitable products and the potential for billions in gross profit per quarter.
              • 02:59 πŸ’‘ Tesla's operating expenses are mostly going towards Automotive, which is a sign of the company maturing and growing up.
                • 03:12 πŸ”‹ Tesla's energy and supercharger profits are booming, with energy margins surpassing automotive margins for the first time in 5 years and services gross margin steadily increasing.


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