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
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How is Tesla's energy business impacting the company's profit?
βTesla'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.
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What is the potential of Tesla's supercharger business?
βTesla'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.
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How does Tesla's energy business affect the automotive business?
βTesla's energy business is potentially balancing out fluctuations in the automotive business by becoming a significant source of profit for the company.
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What is the significance of recurring revenue for Tesla?
βRecurring 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.
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Why is Tesla's energy business considered important for the company?
βTesla'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
- π° Tesla's profit margin from the energy and services business has been increasing dramatically, making it a significant profit driver for the company.
- π° Tesla's energy and storage segments have been extremely profitable, contributing almost 500 million in gross profit in the last quarter alone.
- π Supercharger Network expansion to other cars is a key factor in Tesla's profit growth.
- π 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.
- π The mega pack Factory is still in the early phases of ramping, indicating potential for significant growth in the years to come.
- π° Tesla's energy and storage gross profit could quickly ramp up into billions per quarter.
- π° Tesla's operating expenses going towards Automotive can be a real game-changer for the company's growth and maturity.
- π° 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
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00:00 π Tesla's energy and services business is becoming a significant profit driver for the company.
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00:37 π‘ Tesla's energy and supercharger profits are booming, contributing almost 500 million in gross profit in the last quarter alone.
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01:12 π Tesla's supercharger network is expanding rapidly with 5.6 thousand stations.
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01:34 π‘ 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.
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02:06 π‘ Tesla's energy and supercharger profits are booming, with potential for even more growth in the future.
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02:30 π₯ 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.
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02:59 π‘ Tesla's operating expenses are mostly going towards Automotive, which is a sign of the company maturing and growing up.
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03:12 π 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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