Tesla, Inc. (TSLA)

10-K · FY2025 · Filed Jan 29, 2026

Accession: 0001628280-26-003952

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Item 1 — Business overview

Products

Model 3
Model Y
Model S
Model X
Cybertruck
Tesla Semi
Cybercab
Robotaxi service
Full Self-Driving (Supervised)
Powerwall
Megapack
Megapack 3

Customer segments

Retail consumers (vehicles)
Commercial fleet customers
Residential energy customers
Commercial and industrial energy customers
Utility-scale energy customers
Other automotive manufacturers (regulatory credits)
Channel partners
Ride-hailing users (Robotaxi)

Go to market

Direct sales via company-owned stores and website
Galleries for customer education in restricted jurisdictions
Direct delivery to customer homes/workplaces
Channel partners for energy products
PPAs for commercial solar customers
Tesla Mobile Service for repairs
Supercharger for Business reseller program
In-app upgrades and subscriptions (FSD, connectivity)
Direct leasing and financing in NA, Europe, Asia

Named competitors

Traditional local utility companies

Raw Item 1 preview

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