Tesla, Inc. (TSLA): Business Model Canvas

Tesla, Inc. hat die Automobil- und saubere Energielandschaft revolutioniert, indem es ein bahnbrechendes Geschäftsmodell entwickelt hat, das über traditionelle Fertigungsparadigmen hinausgeht. Durch die nahtlose Integration innovativer Elektrofahrzeugtechnologie, nachhaltiger Energielösungen und Direktvertriebsstrategien hat Tesla mehrere Branchen gleichzeitig revolutioniert. Ihr einzigartiger Ansatz kombiniert modernste technologische Innovation, vertikale Integration und eine visionäre Mission, den weltweiten Übergang zu nachhaltiger Energie zu beschleunigen. Damit sind sie weit mehr als nur ein Automobilunternehmen, sondern ein transformatives globales Unternehmen, das unsere Denkweise über Transport und erneuerbare Energien neu gestaltet.

Tesla, Inc. (TSLA) – Geschäftsmodell: Wichtige Partnerschaften

Panasonic Batteriepartnerschaft

Tesla und Panasonic pflegen eine langjährige Batterieproduktionspartnerschaft mit einer Gesamtinvestition von 1,6 Milliarden US-Dollar in die Gigafactory Nevada (Stand 2023). Im Jahr 2022 produzierten sie gemeinsam etwa 37 GWh Batteriezellen.

Einzelheiten zur Partnerschaft	Metriken
Gesamtinvestition	1,6 Milliarden US-Dollar
Jährliche Batterieproduktion	37 GWh
Dauer der Partnerschaft	Seit 2014

Lieferanten von Batteriekomponenten

Tesla arbeitet mit mehreren Batteriekomponentenlieferanten zusammen, um seine Lieferkette zu diversifizieren.

Lieferant	Batteriekomponentenversorgung (2023)
CATL	40 GWh
LG Chem	25 GWh
Panasonic	37 GWh

Halbleiterhersteller

• Erweiterte Mikrogeräte (AMD)
• NVIDIA
• Samsung-Gießerei

Globale Ladeinfrastrukturpartner

Partner	Ladestationen (2023)
ChargePoint	4.500 Stationen
EVgo	1.800 Stationen
Elektrisieren Sie Amerika	3.600 Stationen

Zulieferer für Automobilfertigungsausrüstung

• ABB Robotics
• KUKA Robotik
• Siemens Industrieautomation

Gesamtinvestition in die Partnerschaft: Ungefähr 2,5 Milliarden US-Dollar in mehreren strategischen Kooperationen (Stand 2024)..

Tesla, Inc. (TSLA) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Elektrofahrzeugen

Tesla produzierte im Jahr 2022 1.369.611 Fahrzeuge mit 1.313.851 Auslieferungen. Zu den Produktionsanlagen gehören:

Standort	Jährliche Produktionskapazität
Fremont, Kalifornien	500.000 Fahrzeuge
Shanghai, China	750.000 Fahrzeuge
Berlin, Deutschland	375.000 Fahrzeuge
Austin, Texas	500.000 Fahrzeuge

Forschung und Entwicklung im Bereich Batterietechnologie

Investition in Batterietechnologie:

• F&E-Ausgaben: 2,5 Milliarden US-Dollar im Jahr 2022
• Produktionskapazität für 4680 Batteriezellen: 42 GWh ab 2023
• Patentportfolio Batterietechnologie: Über 1.800 Patente

Produktion von Solarmodulen und Energiespeichersystemen

Statistiken zur Energieerzeugung und -speicherung:

Produkt	Jährliche Produktion
Solardachziegel	12.000 Installationen im Jahr 2022
Powerwall	50.000 verkaufte Einheiten im Jahr 2022
Megapack	6,5 GWh im Jahr 2022 bereitgestellt

Softwareentwicklung für autonomes Fahren

Entwicklungsmetriken für autonomes Fahren:

• FSD-Beta-Benutzer (Full Self-Driving): 400.000 im vierten Quartal 2022
• Jährliche Investitionen in die Softwareentwicklung: 1,3 Milliarden US-Dollar
• Mit dem Autopiloten gefahrene Meilen: Insgesamt über 3 Milliarden Meilen

Erweiterung und Wartung des Supercharger-Netzwerks

Statistiken zum Supercharger-Netzwerk:

Region	Anzahl der Supercharger-Stationen	Insgesamt Ladestände
Nordamerika	1,441	13,472
Europa	987	8,631
Asien	612	5,987

Tesla, Inc. (TSLA) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Batterietechnologie und geistiges Eigentum

Tesla hält im Jahr 2023 241 batteriebezogene Patente. Das Batterietechnologie-Portfolio des Unternehmens umfasst:

• 4680-Batteriezellendesign
• Lithium-Ionen-Batterietechnologie
• Innovationen im Batteriemanagementsystem

Patentkategorie	Anzahl der Patente
Batteriezellentechnologie	87
Batteriemanagementsysteme	54
Batterieherstellung	100

Hochautomatisierte Fertigungsanlagen

Tesla betreibt Produktionsanlagen mit erheblicher Automatisierung:

• Fremont, Kalifornien: 5,3 Millionen Quadratfuß
• Gigafactory Texas: 2,5 Millionen Quadratfuß
• Gigafactory Shanghai: 1,2 Millionen Quadratmeter

Einrichtung	Jährliche Produktionskapazität
Fremont-Fabrik	500.000 Fahrzeuge
Gigafactory Texas	250.000 Fahrzeuge
Gigafactory Shanghai	750.000 Fahrzeuge

Starker Markenruf bei Elektrofahrzeugen

Teslas Markenwert im Jahr 2023: 45,3 Milliarden US-Dollar

Markenmetrik	Wert
Markenwert	45,3 Milliarden US-Dollar
Globaler Marktanteil	17.4%

Qualifiziertes Ingenieurs- und Forschungstalent

Gesamtzahl der Tesla-Mitarbeiter: 127.855, Stand 4. Quartal 2023

Mitarbeiterkategorie	Nummer
Technisches Personal	38,357
Forschung & Entwicklung	15,542

Umfangreiche globale Ladeinfrastruktur

Statistiken zum Tesla Supercharger-Netzwerk:

• Gesamtzahl der Supercharger-Stationen: 5.404
• Gesamtzahl der Supercharger-Anschlüsse: 48.636
• Globale Abdeckung: 46 Länder

Region	Anzahl der Supercharger-Stationen
Nordamerika	1,802
Europa	1,521
Asien-Pazifik	2,081

Tesla, Inc. (TSLA) – Geschäftsmodell: Wertversprechen

Leistungsstarke Elektrofahrzeuge mit modernster Technologie

Beschleunigung des Tesla Model S Plaid: 0–60 Meilen pro Stunde in 1,99 Sekunden. Höchstgeschwindigkeit des Model S Plaid: 200 Meilen pro Stunde. Batteriereichweite für Model S Long Range: 405 Meilen pro Ladung. Batterieeffizienz: 4,1 Meilen pro kWh.

Modell	Beschleunigung (0–60 Meilen pro Stunde)	Höchstgeschwindigkeit	Reichweite
Modell S kariert	1,99 Sekunden	200 Meilen pro Stunde	396 Meilen
Modell 3 mit großer Reichweite	4,2 Sekunden	145 Meilen pro Stunde	358 Meilen
Modell X Plaid	2,5 Sekunden	163 Meilen pro Stunde	333 Meilen

Nachhaltige Transport- und Energielösungen

Insgesamt erzeugte Solarenergie im Jahr 2022: 3,9 TWh. Insgesamt eingesetzter Energiespeicher im Jahr 2022: 6,5 GWh. CO2-Ausgleich durch Elektrofahrzeuge: Schätzungsweise 13,4 Millionen Tonnen CO2 im Jahr 2022.

• Wirkungsgrad des Solardachs: 22,8 % Solarpanel-Umwandlungsrate
• Powerwall-Speicherkapazität: 13,5 kWh pro Einheit
• Megapack-Energiespeichersystem: 3 MWh pro Einheit

Erweiterte autonome Fahrfunktionen

Beta-Benutzer von Full Self-Driving (FSD): 400.000 ab dem 4. Quartal 2023. Einschaltquote des Autopiloten: 90 % beim Fahren auf der Autobahn. Sicherheitsinterventionsrate: 0,2 Vorfälle pro Million Meilen.

Autonome Funktion	Fähigkeit	Genauigkeit
Navigieren Sie mit dem Autopiloten	Spurwechsel auf der Autobahn	97.5%
Ampelerkennung	Automatischer Stop/Go	99.1%

Premium und innovatives Fahrzeugdesign

Design-Patentanmeldungen im Jahr 2022: 87. Forschungs- und Entwicklungsausgaben: 3,1 Milliarden US-Dollar im Jahr 2022. Erhaltene Designpreise: 12 internationale Design-Anerkennungen.

Niedrigere langfristige Betriebskosten

Durchschnittliche Wartungskosten über 5 Jahre: 4.600 $ (im Vergleich zu 8.300 $ für herkömmliche Luxusfahrzeuge). Energiekosten pro Meile: 0,04 $ (Strom) gegenüber 0,12 $ (Benzin). Batteriegarantie: 8 Jahre oder 150.000 Meilen.

Kostenkategorie	Tesla	Traditionelles Fahrzeug
5 Jahre Wartung	$4,600	$8,300
Energiekosten pro Meile	$0.04	$0.12

Tesla, Inc. (TSLA) – Geschäftsmodell: Kundenbeziehungen

Direktvertriebsmodell über firmeneigene Stores

Im vierten Quartal 2023 betreibt Tesla weltweit 891 Einzelhandelsgeschäfte und Galerien. Das Unternehmen verfolgt einen Direktvertriebsansatz mit 440 Filialen in Nordamerika, 267 in Europa und 184 im asiatisch-pazifischen Raum.

Region	Anzahl der Geschäfte	Prozentsatz der globalen Präsenz
Nordamerika	440	49.4%
Europa	267	30%
Asien-Pazifik	184	20.6%

Online-Konfigurations- und Einkaufsplattform

Die Online-Plattform von Tesla generiert im Jahr 2023 einen direkten Online-Verkaufsumsatz von rund 17,7 Milliarden US-Dollar. Die digitale Einkaufsplattform unterstützt:

• Fahrzeugkonfiguration in Echtzeit
• Sofortige Preisangebote
• Finanzierungsmöglichkeiten
• Inzahlungnahmebewertung
• Direkte Online-Bestellung

Robustes Kundensupport- und Servicenetzwerk

Tesla unterhält weltweit 181 Servicezentren mit einer durchschnittlichen Reaktionszeit des Kundendienstes von 24 bis 48 Stunden. Das Servicenetzwerk umfasst 38 Länder und betreut rund 1,5 Millionen aktive Fahrzeugbesitzer.

Servicemetrik	Daten für 2023
Total Service Center	181
Abgedeckte Länder	38
Aktive Fahrzeugbesitzer	1,500,000

Over-the-Air-Software-Updates

Tesla liefert jährlich etwa 35–40 Software-Updates mit einer durchschnittlichen Installationszeit von 30 Minuten. Im Jahr 2023 erhielten 95 % der Tesla-Fahrzeuge mindestens ein großes Software-Update.

Aktive soziale Medien und Community-Engagement

Die Social-Media-Präsenz von Tesla umfasst:

• Twitter/X: 19,4 Millionen Follower
• Instagram: 12,7 Millionen Follower
• YouTube: 2,3 Millionen Abonnenten
• Facebook: 8,6 Millionen Follower

Das Unternehmen generiert etwa 78 % der Kundenbindung über digitale Plattformen, mit einem geschätzten jährlichen Social-Media-Interaktionsvolumen von 42 Millionen Interaktionen.

Tesla, Inc. (TSLA) – Geschäftsmodell: Kanäle

Tesla.com Online-Plattform

Ab 2024 ist Teslas wichtigster Direktvertriebskanal die offizielle Website Tesla.com. Über die Plattform werden ca. 80 % der Fahrzeugbestellungen direkt abgewickelt.

Online-Plattform-Metriken	Daten für 2024
Tägliche Website-Besucher	1,2 Millionen
Conversion-Rate für Online-Bestellungen	3.7%
Durchschnittlicher Bestellwert	$57,500

Firmeneigene Einzelhandelsgeschäfte

Tesla betreibt im ersten Quartal 2024 weltweit 438 Einzelhandelsstandorte.

Einzelhandelsvertrieb	Anzahl der Geschäfte
Vereinigte Staaten	285
Europa	98
China	55

Mobile Vertriebs- und Serviceeinheiten

Tesla unterhält in seinen Einsatzgebieten 672 mobile Servicefahrzeuge.

• Durchschnittliche Reaktionszeit: 24–48 Stunden
• Service-Abschlussquote: 92 %
• Jährliche Interaktionen mit mobilen Diensten: 1,4 Millionen

Digitales Marketing und soziale Medien

Die digitalen Marketingkanäle von Tesla erreichen plattformübergreifend rund 45 Millionen Follower.

Social-Media-Plattform	Anzahl der Follower
Twitter/X	19,2 Millionen
Instagram	15,6 Millionen
YouTube	10,2 Millionen

Automobilmarktplätze von Drittanbietern

Tesla nutzt begrenzte Kanäle von Drittanbietern, wobei weniger als 5 % der Verkäufe über externe Plattformen erfolgen.

• Zertifizierter Gebrauchtwagenverkauf: 22.000 Einheiten jährlich
• Marktdurchdringung durch Drittanbieter: 4,3 %
• Durchschnittlicher Transaktionswert Dritter: 52.300 $

Tesla, Inc. (TSLA) – Geschäftsmodell: Kundensegmente

Technologiebegeisterte mit hohem Einkommen

Durchschnittliches jährliches Haushaltseinkommen: 150.000 $+

Demografisches Merkmal	Prozentsatz
Altersspanne 25–45	62%
Technologieprofi	48%
Jährliche Technologieausgaben	$7,500

Umweltbewusste Verbraucher

Marktgröße: 37 % der weltweiten Automobilkonsumenten

• Bereit, für nachhaltigen Transport einen Aufpreis zu zahlen
• Durchschnittliche zusätzliche Ausgabenbereitschaft: 8.500 $ pro Fahrzeug
• Primäre Altersgruppe: 35–55 Jahre

Luxusautomarkt

Marktsegment	Jährliches Verkaufsvolumen
Premium-Elektrofahrzeugsegment	285.000 Einheiten
Durchschnittliche Preisspanne	$65,000 - $125,000
Marktanteil (Tesla)	52%

Unternehmensflottenmanager

Insgesamt adressierbarer Markt: 18.500 Unternehmensflottenbetriebe in Nordamerika

• Durchschnittliche Flottengröße: 250–500 Fahrzeuge
• Jährliches Budget für die Umstellung auf Elektrofahrzeuge: 3,2 Millionen US-Dollar
• Gesamter potenzieller Flottenelektrifizierungsmarkt: 59,3 Milliarden US-Dollar

Frühe Technologieanwender

Charakteristisch	Prozentsatz
Durchschnittsalter	38 Jahre
Jährliche Technologieinvestition	$12,500
Der erste, der neue Technologie kauft	73%

Tesla, Inc. (TSLA) – Geschäftsmodell: Kostenstruktur

Hohe Forschungs- und Entwicklungskosten

Die Forschungs- und Entwicklungskosten von Tesla beliefen sich im Geschäftsjahr 2022 auf 3,075 Milliarden US-Dollar, was eine bedeutende Investition in technologische Innovation darstellt.

Jahr	F&E-Ausgaben ($)	Prozentsatz des Umsatzes
2022	3,075,000,000	5.6%
2021	2,592,000,000	6.1%

Investitionen in die Fertigungsinfrastruktur

Tesla hat weltweit stark in Produktionsanlagen investiert.

• Gigafactory Texas: Geschätzte Baukosten: 1,1 Milliarden US-Dollar
• Gigafactory Berlin: Geschätzte Investition von 5 Milliarden Euro
• Gigafactory Shanghai: Anfangsinvestition von etwa 2 Milliarden US-Dollar

Batterieproduktion und Technologieentwicklung

Die Batterieproduktionskosten von Tesla sind für das Geschäftsmodell von entscheidender Bedeutung.

Batterietyp	Geschätzte Produktionskosten pro kWh
4680 Batteriezelle	60–70 $ pro kWh
Zellen der vorherigen Generation	100–130 $ pro kWh

Globale Expansions- und Einrichtungskosten

Tesla baut seine weltweite Produktionspräsenz weiter aus.

• Gesamte weltweite Produktionsanlagen: 5 Gigafactories
• Kumulierte Investitionen in die globale Fertigung: Ungefähr 10,5 Milliarden US-Dollar

Marketing und Markenentwicklung

Die Marketingkosten von Tesla sind im Vergleich zu traditionellen Automobilherstellern bemerkenswert niedrig.

Jahr	Marketingkosten ($)	Prozentsatz des Umsatzes
2022	237,000,000	0.43%
2021	170,000,000	0.40%

Gesamtbetriebskosten für 2022: 20,63 Milliarden US-Dollar

Tesla, Inc. (TSLA) – Geschäftsmodell: Einnahmequellen

Verkauf von Elektrofahrzeugen

Teslas Haupteinnahmequelle aus dem Verkauf von Elektrofahrzeugen belief sich im Jahr 2023 auf insgesamt 81,46 Milliarden US-Dollar. Weltweit wurden 1.810.000 Fahrzeuge ausgeliefert.

Fahrzeugmodell	Verkaufsvolumen 2023	Durchschnittlicher Verkaufspreis
Modell 3	760.000 Einheiten	$40,240
Modell Y	785.000 Einheiten	$47,490
Modell S	95.000 Einheiten	$87,490
Modell X	170.000 Einheiten	$98,940

Vertrieb von Energiespeichersystemen

Der Umsatz mit Energiespeicherung und -erzeugung erreichte im Jahr 2023 6,02 Milliarden US-Dollar.

• Umsatz mit Powerwall-Batterien für Privathaushalte: 1,2 Milliarden US-Dollar
• Umsatz mit Megapack-Batterien im kommerziellen/Versorgungsmaßstab: 4,82 Milliarden US-Dollar

Solarpanel- und Solardachinstallationen

Der Solareinsatz belief sich im Jahr 2023 auf insgesamt 2,4 Gigawatt und generierte einen Umsatz von 1,56 Milliarden US-Dollar.

Regulatorischer Verkauf von CO2-Gutschriften

Der Umsatz mit Emissionszertifikaten belief sich im Jahr 2023 auf 1,78 Milliarden US-Dollar, wobei Verkäufe an andere Automobilhersteller erfolgten.

Software und autonome Fahrfunktionen

Der Umsatz mit der Full Self-Driving (FSD)-Software erreichte 1,2 Milliarden US-Dollar, wobei etwa 400.000 aktive Abonnenten 199 bis 12.000 US-Dollar pro Fahrzeug-Upgrade zahlten.

Softwarefunktion	Umsatz 2023	Benutzerbasis
Vollständiges Selbstfahren	1,2 Milliarden US-Dollar	400.000 Abonnenten
Premium-Konnektivität	380 Millionen Dollar	250.000 Abonnenten

Tesla, Inc. (TSLA) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Tesla, Inc. (TSLA) over the competition right now, late in 2025. It's not just about the car; it's the whole package, from performance specs to the energy grid you plug into.

Superior Electric Vehicle Performance, Range, and Safety Ratings

The vehicles deliver raw capability that still turns heads. Take the Model Y Performance, for example; it launches from 0 to 100km/h in just 3.5 seconds and hits a top speed of 250km/h. You can expect efficiency around 17.4kWh/100km, and it charges at up to 250kW on the network.

Safety is a major selling point, backed by independent testing. The 2025 Model Y achieved a five-star ANCAP safety rating with impressive scores: 91% for adult occupancy protection, 95% for child occupancy, 86% for vulnerable road users, and 92% for safety assistance. Similarly, the redesigned 2025 Model 3 earned a five-star Euro NCAP rating, scoring 90% for adult occupant protection and 93% for child occupant safety. Still, for a broader view, Consumer Reports' 2026 Automotive Brand Ranking placed Tesla tenth overall with a score of 72, and its reliability score was 50 (ninth place), with the Model Y noted as the most reliable EV.

Software-Defined Vehicle Experience with Over-the-Air Updates

The vehicle evolves after you buy it, thanks to software. For instance, the Full Self-Driving (FSD) capability option is currently priced at $10,100 on performance trims. On the manufacturing side, the company has driven the average cost per vehicle below $35,000 as of February 1, 2025, a significant drop from seven years prior, reflecting manufacturing efficiencies that feed into the product value. This software integration is key to keeping the vehicle feeling current.

Integrated Energy Ecosystem (Solar Roof, Powerwall, Megapack)

Tesla's energy division is scaling rapidly, offering a complete solution from home backup to utility-scale storage. In the third quarter of 2025, the company deployed a record 12.5 GWh of battery storage systems globally, which is an 81% year-over-year increase. This segment brought in $3.4 billion in revenue in Q3 2025, up 27% from the prior year, achieving a segment gross margin of 31%.

Here's a quick look at the capacity of the core hardware components as of Q2 2025 deployments:

Product	Capacity/Unit	Q2 2025 Deployment (GWh)
Megapack	Up to 3 MWh	6.2 GWh
Powerwall	13.5 kWh	2.6 GWh
Powerpack	Roughly 210 kWh	0.8 GWh

The utility-scale Megapack 3, part of the new Megablock platform, can form a 20 MWh solution, boasting a site-level density of 248 MWh AC-per-acre. The cost efficiency is also improving; the average installed cost per kWh for a Megapack system fell to $290 in Q2 2025.

Potential for Future Autonomous Mobility via Robotaxi and CyberCab

The vision for fully autonomous mobility is materializing, albeit with shifting timelines. CEO Elon Musk announced that production for the purpose-built Cybercab-a vehicle with no steering wheel or pedals-is targeted to begin in April 2025 at the Austin factory, aiming for an annual output of 2-3 million units with a 10-second cycle time. The Cybercab is designed with only 80 structural parts, compared to the Model Y's 200+. For immediate deployment, the company scaled back its goal for unsupervised Robotaxi service to launching in eight to 10 U.S. metro areas within the next two months (from late October 2025). The initial rollout, which began around June 2025 in Austin, utilized existing Model Y vehicles running the latest FSD software.

Access to the World's Largest, Most Reliable Fast-Charging Network

The Supercharger network remains a significant moat, expanding aggressively. As of November 2025, Tesla operates over 75,000 Supercharger stalls across more than 7,800 sites globally. In Q3 2025 alone, the company added 3,589 new stalls, an increase of 27% year-over-year, with a quarterly throughput of approximately 1.8 TWh of energy.

The network is also getting faster and more accessible:

• V4 Superchargers enable charging speeds up to 500 kW for passenger vehicles.
• V4 capacity can climb to 1.2 MW per stall for the Tesla Semi.
• Almost two-thirds (or 65%) of the stalls are open to non-Tesla EVs.
• The anticipated cost for a new V4 stall in the U.S. may drop to less than $40,000, down from the $40-45k range for V3.

Finance: draft 13-week cash view by Friday.

Tesla, Inc. (TSLA) - Canvas Business Model: Customer Relationships

Direct-to-consumer sales model via online orders and company showrooms

Tesla, Inc. vehicle deliveries for the first half of 2025 totaled over 718,000 units (Q1: over 336,000; Q2: over 384,000). The FactSet consensus estimate for full-year 2025 deliveries was 1.66 million electric vehicles.

The company sold 86,700 China-made electric vehicles in November 2025, which was 10% more than November 2024. The revamped Model Y was launched in the U.S. market in March 2025.

Digital, low-touch service model with mobile service and remote diagnostics

Tesla's mobile service program sees technicians perform routine maintenance and minor repairs at the customer's location. Mobile service units handle 80% of repairs on-site.

High-engagement community and social media interaction

Tesla brand loyalty as of mid-2025 stood at 52.1%, down from approximately 67% in 2022-2023. Tesla fuel-type loyalty as of mid-2025 was 68.9%.

In 2022, the referral program contributed to 10% of new sales.

Subscription-based services for FSD and premium connectivity

The total paid Full Self-Driving (FSD) customer base represented approximately 12% of the existing fleet as of the third quarter of 2025. Tesla boasts over 1 million FSD-equipped vehicles as of mid-2025.

FSD (Supervised) software costs $8,000 outright or $99 per month as of late 2025.

The FSD take rate for the broader fleet has climbed to the teens from single-digit percentages.

For newer Model S and Model X buyers, the outright purchase take rate for FSD was 50-60% before the mandatory inclusion in the Luxe Package.

The FSD V14 update achieved a 30% improvement in intervention rates compared to V13, as shared in the Q3 2025 update.

The company reported a 15% rise in software-related income in its Q3 2025 earnings call.

FSD-related revenue in Q3 2025 was lower than the $326 million recorded in the same period of 2024.

Analysts forecast that recurring FSD revenue could contribute over $1 billion annually by 2026.

Metric	Value/Rate (as of late 2025)	Context/Period
Total Paid FSD Customer Base	12% of existing fleet	Q3 2025
FSD Outright/Subscription Price	$8,000 / $99 per month	Late 2025 Pricing
Model S/X FSD Purchase Take Rate	50-60%	Pre-Luxe Package
Broader Fleet FSD Take Rate	In the teens	Late 2025
FSD V14 Intervention Improvement vs V13	30%	Q3 2025 Update
Software-Related Income Growth	15% increase	Q3 2025
FSD Revenue (Q3 2024)	$326 million	Q3 2024 Benchmark

The company's total revenue for the third quarter of 2025 was $28.1 billion.

The goal for the proposed $1 trillion pay package includes hitting 10 million FSD subscriptions by 2035.

The new vehicle rental program offers flexible durations from three to seven days.

Tesla, Inc. (TSLA) - Canvas Business Model: Channels

You're looking at how Tesla, Inc. gets its products and services in front of customers, which is a mix of direct control and massive infrastructure investment. This approach is key to their entire sales and ownership experience.

Company-owned physical showrooms and galleries globally

Tesla relies on a direct-to-consumer model, bypassing traditional independent dealerships. This channel is where customers see, test drive, and take delivery of vehicles. While specific, up-to-the-minute figures for showrooms and galleries alone as of late 2025 aren't explicitly separated in the latest reports, the combined physical footprint is substantial. As of the end of fiscal year 2024, Tesla operated over 1,300 stores and service locations globally. This physical presence is critical for brand experience and initial customer touchpoints, even as transaction volumes shift.

Direct online sales platform for vehicles and energy products

The primary transaction channel for most sales is the direct online platform. Customers configure and order vehicles, Powerwalls, and other energy products entirely through the Tesla website or app. This digital channel allows for rapid price adjustments and direct communication of product availability, though specific revenue or volume percentages attributed solely to online sales for 2025 aren't broken out in the most recent public filings.

Global Supercharger network for charging and brand exposure

The Supercharger network functions as a critical channel for enabling long-distance travel and reinforcing brand loyalty. As of the third quarter of 2025, Tesla operated 7,753 DC fast-charging stations worldwide, comprising 73,817 connectors (stalls). By November 2025, some reports place the network at about 7,900 stations with over 75,000 connectors. The latest V4 hardware supports peak charging rates up to 500 kW for passenger vehicles and up to 1.2 MW for the Tesla Semi. This network is also increasingly a channel for non-Tesla revenue as it opens to other brands.

Dedicated mobile service fleet and fixed service centers

Service delivery is a two-pronged channel: fixed service centers and the mobile fleet. The fixed centers handle more complex repairs, while the mobile fleet brings service directly to the customer. By the end of fiscal year 2024, the dedicated mobile service fleet had grown to over 1,900 vehicles, designed to handle a high volume of routine repairs conveniently. The fixed service locations, which are included in the 1,300+ total locations as of the end of fiscal year 2024, support the mobile units and handle major work.

Here's the quick math on the physical and charging infrastructure scale:

Channel Component	Metric	Latest Reported Number (as of late 2025 or closest)
Fixed Sales/Service Locations	Total Count (End of FY 2024)	Over 1,300
Mobile Service Fleet	Total Vehicle Count (End of FY 2024)	Over 1,900 vehicles
Supercharger Network	Total Stations (Q3 2025)	7,753 stations
Supercharger Network	Total Connectors/Stalls (Q3 2025)	73,817 connectors
Supercharger Network	Peak Power (V4 Passenger Vehicle)	500 kW
Supercharger Network	Peak Power (V4 Tesla Semi)	1.2 MW

The growth in energy deployments also uses these channels, with 12.5 GWh of storage deployed in Q3 2025.

The physical and digital channels work together to support the entire product lifecycle:

• Physical Showrooms: Initial product viewing and test drives.
• Online Platform: Primary point of sale for vehicles and energy products.
• Supercharger Network: Essential post-sale infrastructure support.
• Service Fleet/Centers: Maintenance and repair support.

Tesla, Inc. (TSLA) - Canvas Business Model: Customer Segments

You're looking at the core customer groups for Tesla, Inc. (TSLA) as of late 2025, based on the latest available delivery and deployment figures from the third quarter of 2025. It's clear the business is heavily weighted toward the mass market, but the other segments are showing significant growth momentum.

High-end consumers and early technology adopters (Cybertruck, Model S/X)

This segment, comprising the Model S, Model X, and the Cybertruck, represents the premium and niche end of the automotive business. Honestly, these models are now a small fraction of the total volume, but they carry the brand's halo effect.

In Q3 2025, deliveries for Model S, Model X, and Cybertruck combined totaled 15,933 units. That was only about 3% of the total vehicle deliveries for the quarter. To give you a specific example of the split, the Cybertruck alone accounted for 5,385 units sold in the US during Q3 2025. For context, in Q2 2025, the older models (S/X) made up just 1.6% of total sales, amounting to 6,394 units. This group is definitely the enthusiast and high-margin buyer, but they aren't driving the volume.

Mass-market EV buyers globally (Model 3/Y Standard)

This is where the overwhelming majority of Tesla's business volume lies. The Model 3 and Model Y are the workhorses, especially with the introduction of the Standard versions designed for cost efficiency.

The sheer scale here is what matters for the top-line numbers. For Q3 2025, the Model 3 and Model Y deliveries hit 481,166 units globally. That single group represented approximately 97% of all vehicles delivered that quarter. Even in the softer Q2 2025, these two models accounted for 373,728 units, or 97.3% of the total. The Model Y continues to be a sales leader, with an estimated 114,897 units sold in the US in Q3 2025 alone.

Here's a quick comparison of the volume drivers:

Metric	Model 3/Y (Q3 2025)	Other Models (Q3 2025)
Production Units	435,826	11,624
Deliveries	481,166	15,933
% of Total Deliveries	~97%	~3%

Commercial and utility-scale energy storage providers (Megapack, Megablock)

The Energy segment is a fast-growing customer base, primarily utility companies and large commercial operators buying Megapack systems. This area boasts 30%+ gross margins.

Tesla deployed 12.5 GWh of energy storage products in Q3 2025, which was an 81% year-over-year increase from the 6.9 GWh delivered in Q3 2024. The revenue from this segment was substantial, bringing in $3.4 billion in Q3 2025, compared to $21.2 billion from the automotive segment in the same period. For the utility-scale market specifically, Tesla was ranked the 3rd leading supplier for global BESS cell shipments in the first three quarters of 2025, with total shipments reaching 252.5 GWh in that period. Furthermore, the new Megablock solution is designed to be a 20 MWh system using four Megapack 3 units.

Fleet operators and future Robotaxi network participants

This segment is currently nascent but has the highest projected future revenue potential, centered around the autonomous ride-hailing service. You should note that the actual operational fleet is still small as of late 2025, but the targets are aggressive.

CEO Elon Musk stated the goal is to have Robotaxi service available to half the population of the US by the end of 2025, subject to regulatory approvals. Deutsche Bank estimates the fleet could reach as many as 1,500 robotaxis by year-end 2025, ramping up from an estimated current base of 150 to 200 autonomous vehicles. The plan targeted 1,000 vehicles in the Bay Area and 500 or more in Austin by the end of the year. The software supporting this, FSD 13.2, is targeting a rollout to 100,000 vehicles by year-end. The projected fare for this service is between $0.30-$0.40 per mile.

Key near-term metrics for this customer group include:

• Projected year-end 2025 Robotaxi fleet size: 1,500 vehicles.
• Targeted expansion fleet size by Q4 2025: 10,000 units.
• Current operational fleet estimate (late 2025): 150 to 200 AVs.
• Projected Robotaxi revenue per mile: $0.30-$0.40.

Finance: draft 13-week cash view by Friday.

Tesla, Inc. (TSLA) - Canvas Business Model: Cost Structure

You're looking at the expense side of the ledger for Tesla, Inc. (TSLA) as of late 2025, and it's clear that growth demands serious capital. The cost structure is dominated by massive, forward-looking investments rather than just keeping the lights on for current sales.

Significant Capital Expenditure (CapEx)

Capital spending remains a huge drain, though the forecast has been adjusted downward from earlier expectations. Management now projects capital expenditures in 2025 to be around $9 billion, a reduction from previous guidance of over $10 billion, and below the average analyst estimate of $10.16 billion for the year. This spending is spread across developing and ramping new products, building or ramping manufacturing facilities on three continents, piloting new battery cell technologies, expanding the Supercharger network, and investing in autonomy and AI training products. For context, the company's CapEx for the period ending December 31, 2024, was $2.78 billion, showing the significant step-up planned for the current fiscal year. Still, some analyses projected CapEx to reach $10 billion in 2025 before a slight decrease. Here's the quick math on the recent CapEx trajectory:

Metric	Value/Projection	Source Context
Projected 2025 CapEx (Management)	Around $9 billion	Cybercab manufacturing, semi production, and AI infrastructure build-out
Previous 2025 CapEx Guidance	Over $10 billion	Before July 2025 revision
Analyst Estimate for 2025 CapEx	$10.16 billion	Average estimate
CapEx for Period Ending Dec 31, 2024	$2.78 billion	Reflecting prior investment levels

High Cost of Goods Sold (COGS)

The cost of making the vehicles and energy products is under pressure, largely due to raw materials. The cost of sales for vehicles spiked 61% Year-over-Year (YoY), which translated to an increase of nearly $5 billion in the third quarter of a recent year, driven by rising commodity costs. Battery cell procurement is a major component here; key raw materials like cobalt, lithium, and nickel represent about a third of the total costs of a battery cell. To counter this, Tesla is heavily investing in its own battery production, such as the joint battery cell manufacturing plant with Panasonic, a $4 billion project that faced cost increases. The shift in cathode material chemistry, for example, from NCA to NCM, is partly driven by the fact that manganese is significantly cheaper than aluminum-almost incomparable.

Operating Expenses and Compensation

Operating expenses reflect the intense focus on future technology, which compresses current profitability. In the third quarter of fiscal 2025, the operating margin was down 5 percentage points YoY to 5.8%. This compression stems from several areas:

• Increased restructuring costs.
• Significant spending on AI chip design efforts.
• Rising legal expenses.
• Increasing compensation packages.

Stock-based compensation is a notable line item; one analyst noted that Tesla dilutes its shareholders at about 3.6% per year, a rate not offset by share buybacks. Furthermore, the potential cost associated with the CEO's new performance award, if all targets are met, is an unprecedented potential liability, aiming for nearly $7.5 trillion in shareholder value creation over the vesting period, though this is tied to massive future performance milestones.

Continuous Investment in Expansion and Efficiency

The CapEx figures directly fund the continuous push for scale and efficiency. The investment supports the expansion of Gigafactories across three continents, which is essential for meeting global demand and ultimately reducing per-unit production costs. The goal is to improve supply chain efficiency through vertical integration, especially in battery manufacturing. For instance, one key battery plant is projected to increase US production capacity by 60 percent by March 2027. This aggressive build-out is intended to stabilize COGS by 2026 as new production technologies come online.

Supercharger Network Costs

Costs associated with the Supercharger network are factored into the overall capital spending plans. This includes the capital outlay for the build-out of new charging locations globally, as well as ongoing maintenance expenses to keep the network operational and reliable for the growing fleet. Specific 2025 dollar amounts allocated solely to the Supercharger network build-out and maintenance are typically bundled within the broader CapEx guidance.

Finance: draft 13-week cash view by Friday.

Tesla, Inc. (TSLA) - Canvas Business Model: Revenue Streams

The Revenue Streams component of Tesla, Inc.'s Business Model Canvas is built upon several distinct, yet increasingly interconnected, sources of income as of late 2025. The core remains vehicle sales, but the growth trajectory is heavily influenced by energy products and software monetization.

The primary revenue components for Tesla, Inc. in the third quarter of 2025 were:

• Automotive sales revenue, totaling $20.36 billion in Q3 2025
• Energy Generation and Storage sales, reaching $3.42 billion in Q3 2025
• Services and Other revenue (Supercharging, maintenance, insurance) at $3.48 billion in Q3 2025
• Sales of Automotive Regulatory Credits, which were $417 million in Q3 2025

The Full Self-Driving (FSD) software component represents a critical, high-margin revenue opportunity, though its reported quarterly revenue recognition can fluctuate based on prior period sales and subscription adoption rates.

Here's a quick look at the key revenue figures from the third quarter of 2025, showing the relative scale of each segment:

Revenue Stream	Q3 2025 Amount
Automotive Sales Revenue	$20.36 billion
Energy Generation and Storage Sales	$3.42 billion
Services and Other Revenue	$3.48 billion
Automotive Regulatory Credits Sales	$417 million

Focusing specifically on the software monetization aspect, the Full Self-Driving (FSD) stream is characterized by its pricing structure and user base metrics:

• Tesla reported over 1.2 million active FSD subscriptions in Q3 2025.
• Only about 12% of the existing fleet are paid FSD customers as of the Q3 2025 earnings call.
• The one-time purchase price for FSD (Supervised) in the US market is $8,000.
• The monthly subscription option for FSD is priced at $99 per month.
• FSD-related revenue for Q3 2025 was reported to be lower than the $326 million recognized in the same period of 2024.

The Energy Generation and Storage segment showed significant year-over-year growth, with its revenue surging approximately 44% compared to Q3 2024, driven by record deployments of energy storage products like Megapack and Powerwall.