Superchargers are the only part of Tesla's business seeing growth
9 months ago
- #Tesla
- #Revenue
- #Supercharger
- Tesla's Q2 results show a slight recovery but overall business shrinkage in automotive sales, leasing, regulatory credits, and energy storage.
- Only 'services and other' category, including Supercharging, saw revenue growth—from $2.61B in Q2 2024 to $3B in Q2 2025.
- Supercharging profits grew 64% sequentially, driven by increased usage from non-Tesla vehicles and network expansion (2,900 new stalls).
- Elon Musk's firing and rehiring of the Supercharger team caused disruptions, but rollout is back on track with more brands gaining access.
- Tesla charges higher prices for non-Tesla EVs at Superchargers, boosting profits despite Musk's past claims that Supercharging wouldn't be a profit center.
- Mobile service fleet downsizing likely reduced its contribution to revenue compared to Superchargers.
- Overall, Tesla's net income was $1.1B (GAAP), with Supercharging being the only segment showing revenue growth YoY.