Home > Boards > US Listed > Automotive and Transportation > Tesla, Inc. (TSLA)

<u> Tesla Superchargers estimated to make $25B+ in annual</u>

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
XFundManager Member Profile
Followed By 26
Posts 4,659
Boards Moderated 0
Alias Born 06/27/20
160x600 placeholder
Autonomy to Offer Tesla Model 3 Subscriptions Dow Jones News - 1/20/2022 4:26:00 PM
Ford's Stock Pulls Back, But Here's Why Bulls May Soon Regain Control Benzinga - 1/19/2022 2:29:17 PM
Tesla is on the road for 1.5M deliveries this year - Piper Sandler Seeking Alpha - 1/19/2022 9:52:38 AM
TSLA Investors Demand Musk Repay $13B for SolarCity Deal TipRanks - 1/19/2022 2:44:20 AM
Tesla: Everything You Need to Know Ahead of Earnings TipRanks - 1/18/2022 1:40:27 PM
LiDAR Supercharges Vehicle Vision and the Transportation Transformation NetworkNewsWire - 1/18/2022 8:45:00 AM
Tesla’s FSD Beta is Gaining Love as well as Hate TipRanks - 1/18/2022 4:59:43 AM
New WallStreetBets data: Mentions of $TSLA are surging on WallStreetBets Quiver Quantitative - 1/17/2022 7:00:18 PM
Tesla Stock Pullback: More Pain Ahead? TipRanks - 1/17/2022 11:11:37 AM
Elon Musk Tweets About Self-Driving Safety; Investors Pay Attention TipRanks - 1/17/2022 5:22:27 AM
Tesla Accepts Dogecoin for Merchandise; Shares Up TipRanks - 1/17/2022 2:37:04 AM
Tesla and the Indian Market: Tougher Than Expected TipRanks - 1/16/2022 7:31:34 AM
Planet Labs Shares Climb After Satellite Launch Dow Jones News - 1/14/2022 10:36:00 AM
Cathie Wood Ark Innovation ETF: Will it Rebound in 2022? Finscreener.org - 1/14/2022 8:21:00 AM
Tesla Shifts Production of Cybertruck to 2023 TipRanks - 1/14/2022 7:08:18 AM
Morgan Stanley Pounds the Table on Tesla Stock TipRanks - 1/13/2022 6:20:11 PM
Tesla's Cybertruck arrival might be pushed out to 2023 Seeking Alpha - 1/13/2022 8:52:40 AM
Tesla is still hitting roadblocks in India in effort to break into the market Seeking Alpha - 1/13/2022 8:03:46 AM
Tesla Announces Date for Fourth Quarter and Full Year 2021 Financial Results and Webcast Business Wire - 1/12/2022 6:19:00 PM
Ford Can't Compete With Tesla Despite Doubling F-150 Lightning Production: Analyst Benzinga - 1/12/2022 11:28:06 AM
Premarket Action Within The Nickel Industry Is Heating Up! AllPennyStocks.com - 1/12/2022 9:25:00 AM
Musk Criticizes California’s Proposed Solar Tax TipRanks - 1/12/2022 4:58:23 AM
Tesla Reports Solid China Sales Numbers for December; Shares Up TipRanks - 1/12/2022 1:02:38 AM
Tesla Analyst Hikes Price Target, Says The Company Can 'Make All Other EV Names Obsolete' Benzinga - 1/11/2022 11:47:56 AM
XFundManager   Friday, 07/23/21 02:26:46 AM
Re: Tesla thru the roof post# 50968
Post # of 60516 
Tesla Superchargers estimated to make $25B+ in annual revenue when opened to other EVs !!!

Elon Musk recently announced that Tesla is planning to open its Supercharger Network to other EVs later this year. Following the announcement, Goldman Sachs crunched the numbers and estimated that Tesla could make more than $25 billion in annual revenue by opening up its charging network to other electric cars.

As part of its computation, Goldman Sachs considered the amount of Level 3 Superchargers in Tesla’s networks. According to the investment bank’s research, Tesla has ~3,000 stations with about 25,000 or more stalls. It also considered the amount Level 2 Destination Chargers Tesla built in partnership with various hotels, restaurants, shopping centers, and resorts.

Tesla has Superchargers in various parts of the globe, which would be beneficial to any EV owner. As such, Goldman Sachs concluded that Tesla has the “largest fast-charging network in the world.”

“Tesla opening up its network could represent a sizable opportunity over time as the EV fleet grows, especially if Tesla charges more for non-Tesla owners…” wrote the investment bank in its research.

“In Exhibit 4, we show the potential revenue opportunity if Tesla were to open up its Supercharger network to non-Tesla vehicles and charges on a per-use basis. The first column shows the monetization opportunity with Tesla’s current installed base of 25k chargers, and if the base grew to 500K Superchargers in the long-term for illustrative purposes (could be a 25+ bn in annual revenue, depending on average use and price.”

Tesla’s Supercharger Network is poised to be a leader in the EV charging business, thanks to its headstart in the electric vehicle industry. The Supercharger Network is leaps ahead of other EV charging infrastructure because it grew as Tesla expanded its reach around the globe.

Even so, Tesla would need to make adjustments to the Supercharger Network to accommodate other EVs. Opening the network to non-Tesla cars would likely bring about as many opportunities as it does challenges.

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
Current Price
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist
Consent Preferences