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The actual gains are never discussed. It could be massive or much less than you expect.

by 1970-01-01 3y ago

toomuchtodo 3y ago
https://electrek.co/2023/08/25/tesla-supercharger-network-billion-business-wedbush/ https://electrek.co/2023/08/25/tesla-supercharger-network-bi... ("Tesla Supercharger network to become $10 to $20 billion a year business, says Wedbush") > With Tesla now having a fleet of millions of vehicles using the network and opening it up to EVs from other automakers, financial analysts are starting to see the Supercharger network has a massive business that is going to partly replace gas stations, and they want to value it. > Wedbush Securities analyst Dan Ives, who has been covering Tesla for a long time, came out with a new note to clients today in which he stated that he believes the Supercharger network will represent 3% to 6% of Tesla’s total revenue or $10 to $20 billion in revenue by 2030.
- 1970-01-01 3y ago
  Estimates aren't gains. Something in their financials report would be a much better and accurate representation of gains.
  - toomuchtodo 3y ago
    Valuations and future revenue expectations are based on forecasting, based on currently available information.
intrasight 3y ago
At least they are not charging a license fee for the connector.
- jmac01 3y ago
  Yet
  - stetrain 3y ago
    It's a standard published by SAE: https://www.sae.org/news/2023/12/sae-j3400-tir-released https://www.sae.org/news/2023/12/sae-j3400-tir-released Access to Tesla's charging network is a separate issue, but the connector itself is a published standard.
- squarefoot 3y ago
  Probably having the brand Tesla exposed to other cars drivers will be enough PR.
  - intrasight 3y ago
    How is the brand exposed? Do the plugs have to have the Tesla name or logo on them?
    - natch 3y ago
      Google “Tesla supercharger” and you’ll see plenty of pictures of the huge installed base with the brand clearly there. That being said, if any of these legacy companies who were not willing to invest in a charging network decide they want to finally step up and install some chargers of their own (I’m not holding my breath for any at scale), I’m pretty certain there will be no requirement for Tesla branding. Elon has said he doesn’t give a shit about branding. It’s more important people will see the Tesla product and witness the features of Tesla cars first hand.
  - natch 3y ago
    Agree, the brand and the product.
  - natch 3y ago
    Tesla has plenty of PR for the brand already. But people will be able to compare how fast Teslas charge, and how Teslas are able to just plug in without using an app or swiping a credit card, and how the owners can watch YouTube or Netflix while charging. Things like these will be the real eye opener, not the brand exposure.
- sangnoir 3y ago
  The billions in federal government subsidies (funded by the Inflation Reduction Act) will more than make up for any potential licensing fees. I wouldn't be surprised if Tesla is paying other manufactures to switch; we may never know as the agreements are confidential.
  - grecy 3y ago
    Please link to an article that documents a single subsidy that Tesla got from the government.
    - natch 3y ago
      Crickets. Legacy auto has gotten so many multi billion dollar bailouts but people keep repeating this lie about Tesla without delving into big oil and legacy auto.
    - tristan957 3y ago
      The federal government is currently running a program where they will give you a $7500 tax break for buying a qualifying electric vehicle. Tesla, being the go-to for electric vehicles at the moment, is obviously a large beneficiary of this, even going so far as to adjust the pricing on one of its vehicles to meet the program's requirements.
      - grecy 3y ago
        Tesla are getting exactly $0 of this money (it goes to the customer). Also, every other automaker can make cars that qualify. In fact, many already do! Also note Tesla do not make a single PEHV, so in fact plenty of automakers make vehicles that qualify and Tesla doesn't. Here's the lists: EVs: https://electrek.co/2023/11/07/which-electric-vehicles-still-qualify-for-us-federal-tax-credit/#h-all-electric-vehicles https://electrek.co/2023/11/07/which-electric-vehicles-still... PEHVs: https://electrek.co/2023/11/07/which-electric-vehicles-still-qualify-for-us-federal-tax-credit/#h-plug-in-hybrid-electric-vehicles https://electrek.co/2023/11/07/which-electric-vehicles-still...

The actual gains are never discussed. It could be massive or much less than you expect.

https://electrek.co/2023/08/25/tesla-supercharger-network-billion-business-wedbush/ https://electrek.co/2023/08/25/tesla-supercharger-network-bi... ("Tesla Supercharger network to become $10 to $20 billion a year business, says Wedbush") > With Tesla now having a fleet of millions of vehicles using the network and opening it up to EVs from other automakers, financial analysts are starting to see the Supercharger network has a massive business that is going to partly replace gas stations, and they want to value it. > Wedbush Securities analyst Dan Ives, who has been covering Tesla for a long time, came out with a new note to clients today in which he stated that he believes the Supercharger network will represent 3% to 6% of Tesla’s total revenue or $10 to $20 billion in revenue by 2030.

1970-01-01 3y ago
Estimates aren't gains. Something in their financials report would be a much better and accurate representation of gains.
- toomuchtodo 3y ago
  Valuations and future revenue expectations are based on forecasting, based on currently available information.

intrasight 3y ago

At least they are not charging a license fee for the connector.

jmac01 3y ago
Yet
- stetrain 3y ago
  It's a standard published by SAE: https://www.sae.org/news/2023/12/sae-j3400-tir-released https://www.sae.org/news/2023/12/sae-j3400-tir-released Access to Tesla's charging network is a separate issue, but the connector itself is a published standard.
squarefoot 3y ago
Probably having the brand Tesla exposed to other cars drivers will be enough PR.
- intrasight 3y ago
  How is the brand exposed? Do the plugs have to have the Tesla name or logo on them?
  - natch 3y ago
    Google “Tesla supercharger” and you’ll see plenty of pictures of the huge installed base with the brand clearly there. That being said, if any of these legacy companies who were not willing to invest in a charging network decide they want to finally step up and install some chargers of their own (I’m not holding my breath for any at scale), I’m pretty certain there will be no requirement for Tesla branding. Elon has said he doesn’t give a shit about branding. It’s more important people will see the Tesla product and witness the features of Tesla cars first hand.
- natch 3y ago
  Agree, the brand and the product.
- natch 3y ago
  Tesla has plenty of PR for the brand already. But people will be able to compare how fast Teslas charge, and how Teslas are able to just plug in without using an app or swiping a credit card, and how the owners can watch YouTube or Netflix while charging. Things like these will be the real eye opener, not the brand exposure.
sangnoir 3y ago
The billions in federal government subsidies (funded by the Inflation Reduction Act) will more than make up for any potential licensing fees. I wouldn't be surprised if Tesla is paying other manufactures to switch; we may never know as the agreements are confidential.
- grecy 3y ago
  Please link to an article that documents a single subsidy that Tesla got from the government.
  - natch 3y ago
    Crickets. Legacy auto has gotten so many multi billion dollar bailouts but people keep repeating this lie about Tesla without delving into big oil and legacy auto.
  - tristan957 3y ago
    The federal government is currently running a program where they will give you a $7500 tax break for buying a qualifying electric vehicle. Tesla, being the go-to for electric vehicles at the moment, is obviously a large beneficiary of this, even going so far as to adjust the pricing on one of its vehicles to meet the program's requirements.
    - grecy 3y ago
      Tesla are getting exactly $0 of this money (it goes to the customer). Also, every other automaker can make cars that qualify. In fact, many already do! Also note Tesla do not make a single PEHV, so in fact plenty of automakers make vehicles that qualify and Tesla doesn't. Here's the lists: EVs: https://electrek.co/2023/11/07/which-electric-vehicles-still-qualify-for-us-federal-tax-credit/#h-all-electric-vehicles https://electrek.co/2023/11/07/which-electric-vehicles-still... PEHVs: https://electrek.co/2023/11/07/which-electric-vehicles-still-qualify-for-us-federal-tax-credit/#h-plug-in-hybrid-electric-vehicles https://electrek.co/2023/11/07/which-electric-vehicles-still...