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Tesla Inc   (TSLA)
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Tesla Inc's Customers Performance

TSLA

 
TSLA's Source of Revenues Tesla Inc's Corporate Customers have recorded a rise in their cost of revenue by 24.55 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 13.56 %. During the corresponding time, Tesla Inc recorded revenue increase by 3.49 % year on year, sequentially revenue grew by 7.78 %. While revenue at the Tesla Inc 's corporate clients recorded rose by 22.66 % year on year, sequentially revenue grew by 15.35 %.

List of TSLA Customers




Tesla Inc's Customers have recorded a rise in their cost of revenue by 24.55 % in the 4 quarter 2023 year on year, sequentially costs of revenue grew by 13.56 %, for the same period Tesla Inc recorded revenue increase by 3.49 % year on year, sequentially revenue grew by 7.78 %.

List of TSLA Customers


   
Customers Net Income grew in Q4 by Customers Net margin grew to
62.87 % 7.06 %



Tesla Inc's Customers, Q4 2023 Revenue Growth By Industry
Customers in Auto & Truck Parts Industry -0.46 %   
Customers in Property & Casualty Insurance Industry      2.63 %
Customers in Professional Services Industry -29.62 %   
Customers in Rental & Leasing Industry -0.25 %   
Customers in Computer Peripherals & Office Equipment Industry    
Customers in Semiconductors Industry      4.72 %
Customers in Consumer Electronics Industry      0.01 %
Customers in Transport & Logistics Industry      10.8 %
Customers in Automotive Aftermarket Industry      21.98 %
     
• Customers Valuation • Customers Mgmt. Effect.


Tesla Inc's Comment on Sales, Marketing and Customers



We currently sell our cars primarily to individual customers. We have strategic or commercial relationships with Daimler, Toyota, and Panasonic.
Daimler AG

We commenced efforts on a powertrain development arrangement with Daimler. In May 2009, we entered into a development agreement with Daimler under which we have performed specified research and development services for the development of a battery pack and charger for Daimler’s Smart fortwo electric drive. All development work related to the development agreement had been completed as of December 31, 2009. Through December 2011, we had sold over 2,100 battery packs and chargers for the Smart fortwo electric drive program. In the first quarter of 2010, Daimler engaged us to assist with the development and production of a battery pack and charger for a pilot fleet of its A-Class electric vehicles to be introduced in Europe during 2011. A formal agreement for this arrangement was entered into with Daimler in May 2010. In October 2010, we completed the development of the A-Class battery pack and charger and began shipping production parts in February 2011. Through December 2011, we sold over 500 battery packs and chargers for the A-Class EV program. In the first quarter of 2010, we completed the development and sale of modular battery packs for electric delivery vans for Freightliner, an affiliate of Daimler. Freightliner plans to use these electric vans in a limited number of customer trials.

We received two purchase orders from Daimler related to the development of a full electric powertrain for the B-Class Mercedes-Benz vehicle. During the fourth quarter of 2012, we entered into a final development agreement for the B-Class, which includes certain development milestones and related payments. We entered into an agreement for production parts for this B-Class program in July 2013. We currently expect to substantially complete our development services under this program in early 2014 and to commence production of electric powertrains and battery packs to Daimler shortly thereafter.

We and Toyota announced our intention to cooperate on the development of electric vehicles, and for us to receive Toyota’s support with sourcing parts and production and engineering expertise for Model S. In July 2010, we entered into an early phase agreement to develop an electric powertrain for the Toyota RAV4. With an aim by Toyota to market the electric vehicle in the United States in 2012, prototypes would be made by combining the Toyota RAV4 model with a Tesla electric powertrain. We began developing and delivering prototypes to Toyota for evaluation in September 2010.

We entered into a contract services agreement with Toyota for the development of a validated powertrain system, including a battery, power electronics module, motor, gearbox and associated software, which will be integrated into an electric vehicle version of the Toyota RAV4. We completed all of the development services for the RAV4 EV in the first quarter of 2012.

Additionally, in July 2011, we entered into an agreement to supply Toyota with electric powertrain system for the RAV4 EV. We began delivery of these systems to Toyota for installation into the Toyota RAV4 EV in the first half of 2012. Our production activities under this program are expected to continue through 2014. We expect to complete shipping electric powertrains for the current RAV4 model by the end of this year.

Panasonic
Panasonic is a supplier of battery cells for our battery packs. In January 2010, we announced that we were collaborating with Panasonic on the development of next-generation electric vehicle cells based on the 18650 form factor and nickel-based lithium ion chemistry. In October 2011, we finalized a supply agreement for these battery cells. The agreement supplies us with battery cells to build more than 80,000 vehicles over the next four years. In October 2013, we entered into an amendment to the supply agreement to, among other things, provide for the long-term preferential prices and a minimum of 1.8 billion lithium-ion battery cells that we intend to purchase from Panasonic from 2014 through 2017.






Tesla Inc's Comment on Sales, Marketing and Customers


We currently sell our cars primarily to individual customers. We have strategic or commercial relationships with Daimler, Toyota, and Panasonic.
Daimler AG

We commenced efforts on a powertrain development arrangement with Daimler. In May 2009, we entered into a development agreement with Daimler under which we have performed specified research and development services for the development of a battery pack and charger for Daimler’s Smart fortwo electric drive. All development work related to the development agreement had been completed as of December 31, 2009. Through December 2011, we had sold over 2,100 battery packs and chargers for the Smart fortwo electric drive program. In the first quarter of 2010, Daimler engaged us to assist with the development and production of a battery pack and charger for a pilot fleet of its A-Class electric vehicles to be introduced in Europe during 2011. A formal agreement for this arrangement was entered into with Daimler in May 2010. In October 2010, we completed the development of the A-Class battery pack and charger and began shipping production parts in February 2011. Through December 2011, we sold over 500 battery packs and chargers for the A-Class EV program. In the first quarter of 2010, we completed the development and sale of modular battery packs for electric delivery vans for Freightliner, an affiliate of Daimler. Freightliner plans to use these electric vans in a limited number of customer trials.

We received two purchase orders from Daimler related to the development of a full electric powertrain for the B-Class Mercedes-Benz vehicle. During the fourth quarter of 2012, we entered into a final development agreement for the B-Class, which includes certain development milestones and related payments. We entered into an agreement for production parts for this B-Class program in July 2013. We currently expect to substantially complete our development services under this program in early 2014 and to commence production of electric powertrains and battery packs to Daimler shortly thereafter.

We and Toyota announced our intention to cooperate on the development of electric vehicles, and for us to receive Toyota’s support with sourcing parts and production and engineering expertise for Model S. In July 2010, we entered into an early phase agreement to develop an electric powertrain for the Toyota RAV4. With an aim by Toyota to market the electric vehicle in the United States in 2012, prototypes would be made by combining the Toyota RAV4 model with a Tesla electric powertrain. We began developing and delivering prototypes to Toyota for evaluation in September 2010.

We entered into a contract services agreement with Toyota for the development of a validated powertrain system, including a battery, power electronics module, motor, gearbox and associated software, which will be integrated into an electric vehicle version of the Toyota RAV4. We completed all of the development services for the RAV4 EV in the first quarter of 2012.

Additionally, in July 2011, we entered into an agreement to supply Toyota with electric powertrain system for the RAV4 EV. We began delivery of these systems to Toyota for installation into the Toyota RAV4 EV in the first half of 2012. Our production activities under this program are expected to continue through 2014. We expect to complete shipping electric powertrains for the current RAV4 model by the end of this year.

Panasonic
Panasonic is a supplier of battery cells for our battery packs. In January 2010, we announced that we were collaborating with Panasonic on the development of next-generation electric vehicle cells based on the 18650 form factor and nickel-based lithium ion chemistry. In October 2011, we finalized a supply agreement for these battery cells. The agreement supplies us with battery cells to build more than 80,000 vehicles over the next four years. In October 2013, we entered into an amendment to the supply agreement to, among other things, provide for the long-term preferential prices and a minimum of 1.8 billion lithium-ion battery cells that we intend to purchase from Panasonic from 2014 through 2017.










TSLA's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Tesla Inc 504,596.73 96,773.00 14,974.00 99,290
Autonation Inc 7,106.84 26,948.90 1,021.10 24,000
Avis Budget Group Inc 3,979.94 12,008.00 1,635.00 30,000
Carmax Inc 11,058.19 26,536.04 479.20 32,647
Knight swift Transportation Holdings Inc 7,977.79 7,141.77 215.52 5,485
Janel Corp 46.88 168.77 0.64 101
Aspen Insurance Holdings Limited 0.00 2,966.10 584.60 0
Ncr Atleos Corporation 1,560.75 1,525.27 69.84 715
Fundamental Global Inc 12.94 42.41 -6.28 0
Autozone Inc 52,789.42 17,830.56 2,621.06 112,000
American Coastal Insurance Corporation 473.65 -114.85 -592.40 0
Dorman Products Inc 2,844.33 1,929.42 129.26 1,846
Motorcar Parts Of America Inc 111.72 721.49 -49.12 2,663
Standard Motor Products Inc 733.30 1,357.83 34.35 3,400
Knowles Corporation 1,464.50 707.60 72.40 12,000
Koss Corporation 22.09 12.01 -1.02 54
Genasys Inc 94.02 38.75 -21.61 172
Cirrus Logic Inc 4,683.63 1,788.27 176.06 1,596
Rev Group Inc 1,282.52 2,637.10 45.30 7,600
Hertz Global Holdings inc 0.00 -6,188,612.00 1,054.00 0
Sonos Inc 2,274.41 1,654.49 -10.27 1,844
SUBTOTAL 98,516.90 -6,082,712.07 7,457.63 236,123


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