Part 6/12:
Looking ahead to 2025, Tesla’s gross profit from Mega Packs could exceed $10 billion, yet analysts' models only project around $9.4 billion in energy revenue, with an expected $1.5 billion in gross profit. This indicates a substantial upward potential that is largely unrecognized by the market.
Supporting this optimistic outlook, sources like Bradford, a noted Tesla observer, highlight continuous signs of growth, including a high volume of semi-trucks and easy-to-quantify manufacturing output. Bradford's analysis suggests that the combined net profit from Tesla’s existing Mega Pack factories—both in Lathrop and Shanghai—could reach $12.8 billion annually, surpassing Tesla's total net profit from last year.