Tesla
Elon Musk
Overview
Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, and is developing products such as Cybercab, Tesla Semi, and Optimus. In 2025 Tesla generated $94.8B in revenue, delivered 1.64M vehicles, deployed 46.7 GWh of energy storage, and launched its Robotaxi service using Model Y vehicles.
Main Products
Tesla's highest-volume electric crossover SUV and the core of its global vehicle lineup. Tesla says it completed the refreshed Model Y rollout in 2025, and the current lineup spans rear-wheel drive, all-wheel drive, premium, and performance variants depending on market.
Current U.S. lineup includes Rear-Wheel Drive, All-Wheel Drive, Premium All-Wheel Drive, and Performance variants, with Tesla continuing to highlight the refreshed model on its site.
Tesla's mass-market electric sedan and one of the company's longest-running products. The current Model 3 lineup emphasizes efficiency, software features, and lower entry pricing than Model Y or Cybertruck.
Tesla continues to sell Model 3 in Rear-Wheel Drive and Performance-oriented configurations, with the current U.S. page highlighting the sedan as the lower-cost entry point into the lineup.
Tesla's stainless steel electric pickup truck, positioned as a high-performance utility vehicle with adaptive suspension, high towing capacity, and fast charging. Tesla's current lineup includes Dual Motor All-Wheel Drive, Premium All-Wheel Drive, and Cyberbeast trims.
Tesla is actively selling multiple Cybertruck trims and highlights towing, cargo capacity, adjustable ride height, and 325 kW peak Supercharging on the current product page.
Tesla's advanced driver-assistance software that can navigate city streets, make lane changes, park, and use summon features under active driver supervision. Tesla positions the same AI foundation behind FSD as part of its broader autonomy and robotics stack.
FSD (Supervised) is currently offered as a monthly subscription and requires the driver to remain attentive at all times. Tesla reported 1.1M active subscriptions in Q4 2025 and says it is transitioning access to monthly subscriptions only.
Tesla's purpose-built autonomous vehicle for its Robotaxi network. Tesla says current Robotaxi operations use Model Y vehicles in Austin today, while Cybercab production lines are being installed for a broader dedicated fleet rollout.
Tesla says Cybercab is on schedule for volume production starting in 2026. Current Robotaxi rides are served by Model Y vehicles, and Tesla says Austin service is ramping unsupervised operation on a limited basis.
Tesla's general-purpose autonomous humanoid robot program. Tesla describes Optimus as a bi-pedal robot meant to handle unsafe, repetitive, or boring tasks and says the same AI foundation used for vehicle autonomy underpins its robotics work.
Tesla says it fine-tuned a production-primed Optimus design in 2025 and is now installing first-generation production lines in anticipation of volume production.
Utility-scale battery energy storage system. Current Megapack stores up to 3.9 MWh; next-gen Megapack 3 (volume production H2 2026) stores 5 MWh per unit. Deployed worldwide for grid storage, renewable energy integration, and peak demand management. Tesla deployed a record 46.7 GWh of energy storage in 2025 (up 49% YoY), generating $12.8B in energy revenue. Three Megafactories: Lathrop, CA (operational); Shanghai (operational since Feb 2025); Houston, TX (under construction, H2 2026, 50 GWh/year capacity).
In production at Lathrop Megafactory since 2022 (40 GWh/year). Shanghai Megafactory operational since February 2025 (10,000 units/year, 1,000th unit produced within 6 months, first exports to Australia). Houston Megafactory under construction for Megapack 3 and Megablock (50 GWh/year, H2 2026). Total planned capacity: ~133 GWh/year.
Home battery storage system that stores solar energy and provides backup power during outages. Powerwall 3 (released 2023) features an integrated solar inverter, 13.5 kWh capacity, 20 kW DC solar input, and 11.5 kW AC continuous output. Over 1 million Powerwalls deployed worldwide (milestone reached in 2025). 10-year warranty.
Powerwall 3 available since late 2023 with integrated solar inverter and 11.5 kW output (up from 5 kW in Powerwall 2). One millionth Powerwall installed in 2025.
Class 8 all-electric semi-truck for long-haul freight. Tesla says Semi can travel up to 500 miles on a charge, supports megawatt-class charging, and is scheduled to begin customer deliveries in 2026.
Tesla says deliveries start in 2026, while its Q4 2025 update says Tesla Semi remains on schedule for volume production starting in 2026.
Utility-scale integrated energy storage solution unveiled in September 2025. Combines up to 4 Megapack 3 units with a transformer and switchgear into a single 20 MWh AC system. Achieves 23% faster installation and up to 40% lower construction costs compared to traditional deployments. 248 MWh per acre density; can deploy 1 GWh in 20 business days. 25-year / 10,000-cycle life. To be manufactured at the Houston Megafactory.
Unveiled September 2025. Production at Houston Megafactory starting H2 2026. Deliveries expected H2 2026.
What's Next
Operations & Revenue
Operational across vehicles, energy, charging, and software. Tesla ended 2025 with $44.1B in cash and investments, 1.1M active FSD subscriptions, and 8,182 Supercharger stations. Automotive revenue fell 10% in 2025, but energy generation and storage revenue rose 27% to $12.8B as Tesla continued pushing deeper into Robotaxi and robotics.
Revenue Streams
Vehicle sales and leasing across Model 3, Model Y, Model S, Model X, Cybertruck, and early Semi deliveries. Total automotive revenue was $69.5B in 2025, with Model 3/Y accounting for 1,585,279 deliveries.
Megapack, Powerwall, solar panels, and Solar Roof. Energy generation and storage revenue reached $12.8B in 2025, up 27% year over year, with 46.7 GWh of storage deployed.
Used vehicle sales, non-warranty maintenance and collision, paid Supercharging, insurance, parts sales, and retail merchandise. Services and other revenue reached $12.5B in 2025.
Revenue from selling regulatory credits to other automakers. Tesla reported $2.0B of automotive regulatory credit revenue in 2025, down 28% year over year.
Key Metrics
Employees
134,785
Timeline
Tesla says it began removing the safety monitor from Austin Robotaxi customer rides on a limited basis in January 2026, after starting driverless testing there in December 2025. The company also says Cybercab, Tesla Semi, and Megapack 3 remain on schedule for volume production starting in 2026.
Launches its Robotaxi service in June using Model Y vehicles, completes the refreshed Model Y rollout with additional variants, delivers 1,636,129 vehicles for the year, deploys 46.7 GWh of energy storage, and reports $94.8B in revenue. Tesla also ends 2025 with 1.1M active FSD subscriptions and 8,182 Supercharger stations.
Rolls out FSD (Supervised) v12 — the first end-to-end neural network driving system — globally. Unveils the Cybercab purpose-built robotaxi and Robovan at the 'We, Robot' event. Optimus robots begin performing tasks at Tesla factories. Delivers 1.79M vehicles and deploys 31.4 GWh of energy storage (up 113% YoY). Headcount drops to ~125,000 after 10% layoff in April.
Begins Model Y deliveries — the compact SUV that will become the best-selling car in the world by 2023. Tesla surpasses Toyota to become the world's most valuable automaker by market capitalization. Delivers 499,550 vehicles for the year and achieves first full year of GAAP profitability.