Tesla Prepares For Holiday Rush, Tapping Into Global Supercharger Demand To Drive Revenue Growth
Tesla Prepares For Holiday Rush, Tapping Into Global Supercharger Demand To Drive Revenue Growth
The next 2 weekends are busy. Forecasting 20+ GWh/day across North American, Asia Pacific and European Superchargers. We're prepared by scrubbing the network to be close to 100% uptime, deploying attendants and @Tesla_Megapack Chargers at our busiest sites, having our 24/7/365...Tesla Inc (NASDAQ:TSLA) executive Max de Zegher said on Sunday that the company is forecasting an increase in the use of its supercharger network over the next two weekends as the holidays near.
特斯拉公司（纳斯达克：TSLA）高管马克斯·德·泽格尔周日表示，随着假期的临近，公司预测未来两个周末其超充网络的使用量将会增加。
What Happened: "The next 2 weekends are busy," de Zegher said in a post on social media platform X. The Director of Charging for North America, Europe Middle East & Africa as well as the Asia Pacific said that the company is now predicting 20+ GWh/ day use across North American, Asia Pacific and European Superchargers.
发生了什么：德·泽格尔在社交媒体平台X上的发帖中表示：“接下来的两个周末会很忙。”负责北美、欧洲、中东和非洲以及亚太地区充电的董事表示，公司现在预测北美、亚太和欧洲超充站的日使用量超过20 GWh。
Tesla is now trying to ensure 100% uptime for all of its superchargers while also deploying attendants and Tesla Megapack-powered chargers at its busiest sites. The company will also continue to open new superchargers through the holidays, he said.
特斯拉现在正在努力确保其所有超充站的正常运行时间达到100%，同时在其最繁忙的站点部署工作人员和由特斯拉Megapack供电的充电器。他表示，公司还将继续在假期期间开放新的超充站。
The next 2 weekends are busy. Forecasting 20+ GWh/day across North American, Asia Pacific and European Superchargers. We're prepared by scrubbing the network to be close to 100% uptime, deploying attendants and @Tesla_Megapack Chargers at our busiest sites, having our 24/7/365...
— Max de Zegher (@MdeZegher) December 16, 2024
接下来的两个周末会很忙。预计北美、亚太和欧洲超充站的使用量将超过20 GWh/天。我们已经准备通过清理网络，以接近100%的正常运行时间，部署工作人员和@Tesla_Megapack充电器在我们最繁忙的站点，拥有我们24/7/365…
— 马克斯·德·泽格尔 (@MdeZegher) 2024年12月16日
As of the end of the third quarter, Tesla had 6,706 supercharger stations around the globe and 62,421 connectors.
截至第三季度末，特斯拉在全球拥有6,706个超充站和62,421个连接器。
Why It Matters: The revenue from superchargers alone is difficult to determine from Tesla's quarterly reports. The revenue from superchargers is included in a segment called "services and other revenue" which includes revenue from repairs and other services.
重要性：仅从超充站的营业收入在人们难以判断特斯拉的季度报告中。超充站的营业收入包含在一个称为“服务和其他营业收入”的板块中，其中包括来自维修和其他服务的收入。
In the quarter ended September, Tesla reported services and other revenue of $2,790 million, significantly higher than the $2,166 million reported in the corresponding period of last year. The revenue from the segment accounted for about 11% of the company's total revenue in the last quarter.
在截至九月的季度中，特斯拉报告了279000万的服务和其他营业收入，显著高于去年同期的216600万。该板块的营业收入占公司上个季度总营业收入的约11%。
However, Tesla reduced supercharging prices earlier this month in the U.S., minimizing the revenue otherwise possible during the busy holiday season.
然而，特斯拉本月在美国下调了超级充电价格，减少了在繁忙的假期季节本可获得的营业收入。
de Zegher then reasoned the reduction in supercharging prices as aimed at accelerating EV adoption while being financially sustainable to invest in expanding the network.
de Zegher随后认为降低超级充电价格旨在加速电动车的普及，同时在财务上可持续地投资于扩展网络。
Earlier this year, Tesla CEO Elon Musk said that the company would invest $500 million into expanding the supercharging network this year.
今年早些时候，特斯拉首席执行官埃隆·马斯克表示，公司将投资50000万美元用于扩大超级充电网络。
Tesla has a consensus "buy" rating based on the ratings of 33 analysts. Wedbush securities analyst Dan Ives on Sunday hiked Tesla's price target from $400 to a whopping $515.
基于33位分析师的评级，特斯拉获得了一致的“买入”评级。Wedbush证券分析师Dan Ives在周日将特斯拉的目标股价从400美元上调至惊人的515美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通过以下链接查看更多Benzinga的未来出行报道。
- Tesla's Cybertruck Production Rate Was Reduced Even Before December's Pause, Says Researcher
- 研究人员表示，特斯拉的Cybertruck生产速度在12月暂停之前就已经降低。
Image via Shutterstock
图片来源：shutterstock
