Jun. 25 at 4:09 AM
$TSLA ai derived: 2022: Tesla Energy gen & storage revenue ~
$3.91 billion out of ~
$81.5 billion total → ~4.8% share of total rev
2023: ~
$6.04 billion out of ~
$96.8 billion total → ~6.2% share
2024: ~
$10.09 billion out of ~
$97.7 billion total → ~10.3% share
2025: ~
$12.77 billion out of ~
$94.8 billion total → ~13.5% share
global energy storage TAM
2022:-2023: YoY growth: ~75–100%+
2024: YoY growth: ~40–65%
2025: YoY growth: ~43–48%
projections for the global energy storage TAM (primarily battery/grid-scale BESS deployments)
2026: ~15–40%+ YoY (~123–158 GW projected)
(Weighted BNEF: ~30–45% YoY; latest point forecast ~41% to 158 GW)
2027–2030: CAGR of ~15–25%+ for annual deployments through 2030 in many scenarios.
Although Tesla’s narrative has transformed to focus on AI, the robust growth projected for the global energy storage TAM could drive substantial additional revenue upside in the years ahead that might not have been fully captured previously.
