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Tesla's EV Business Isn't the Star Anymore -- but It's Still the Whole Stage [Yahoo! Finance]
Last tesla, inc. earnings: 4/29 04:11 pm
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US:NASDAQ Investor Relations: ir.tesla.com
There's a new way to look at Tesla's long-term prospects. These 10 stocks could mint the next wave of millionaires › It's becoming fashionable to say that Tesla 's (NASDAQ: TSLA) electric vehicle (EV) business is losing importance. Growth has slowed, competition has intensified, and investors increasingly talk about robotaxis and humanoid robots as the company's "real" future. That framing is understandable, but it's also incomplete. Tesla's EV business may no longer be the star of the story, but it remains the entire stage on which every other ambition is built. In Tesla's early years, the EV business had to prove several things at once: Electric vehicles had mass-market demand, Tesla could manufacture at scale, and rapid growth justified a premium valuation. By 2025, those questions were largely settled. EVs work. Tesla can build them efficiently. The debate has shifted away from whether electric vehicles are viable toward what they enable inside a much larger ecosystem
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