Part 5/13:
While Tesla’s vehicle sales garner most attention, the Supercharger network is emerging as a critical component of its profitability. With more cars adopting Tesla’s charging standard, the revenue from charging services is poised to become a significant, steady income stream—particularly if autonomous full self-driving (FSD) capabilities don’t fully materialize, which many analysts believe.
This creates a scenario where the growth of Tesla’s charging ecosystem could materially contribute to the company’s bottom line, reinforcing the importance of industry standard adoption and infrastructure expansion.