# Who are Tesla's customers? Who does Tesla earn revenue from?
Canonical: https://valuechain.wiki/tesla · Facet: customers · Updated: 2026-09-24T12:56:02.382043+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Tesla's confirmed revenue counterparties include PG&E Corporation, Edison International plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 4 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-09-24).

### PG&E 코퍼레이션 (high)  → /pg-e.md
- metric: Count 256 Megapack units · Elkhorn facility commissioned in 2022 · Tesla Megapacks installed at PG&E-owned Elkhorn facility
- note: Tesla works with PG&E to design, build, and maintain the Elkhorn battery storage facility, which contains 256 Tesla Megapacks.
- [confirms] Pacific Gas and Electric Company (EN, ir, published 2026-02-23) https://www.pge.com/assets/pge/docs/clean-energy/battery-storage/elkhorn-bess-eap-plan.pdf: "The Elkhorn BESS consists of 256 Tesla Megapacks."
- [confirms] TLG Services / California Public Utilities Commission (EN, analysis, published 2024-12-17) https://docs.cpuc.ca.gov/PublishedDocs/SupDoc/A2505009/8141/566593584.pdf: "consisting of 256 Tesla Megapack battery modules"
- [confirms] Shinhan Investment Corp. (KO, research, published 2022-09-23) https://ssl.pstatic.net/imgstock/upload/research/market/1663893267695.pdf: "PG&E installed the Tesla Megapack system in April. The battery storage facility where the fire occurred has 182.5 MW of capacity."

### 자동차·에너지 (소비자·기업) (high)
- note: EV and energy-storage sales — the current revenue core, though EVs are in a sales slowdown.
- [confirms] Tesla (EN, filing, published 2025-10-22) https://ir.tesla.com/: "EVs and energy are the current revenue base."

### 에디슨 인터내셔널 (high)  → /edison-international.md
- note: Tesla entered into commercial agreements with Edison International to supply Tesla Powerpacks for storage projects at SCE and then-subsidiary SoCore Energy, while the counterparty-specific contract value was not disclosed.
- [confirms] Edison International Newsroom (EN, ir, published 2015-05-01) https://newsroom.edison.com/releases/edison-international-teams-up-with-tesla-for-battery-storage-projects: "SCE and SoCore Energy are implementing energy storage projects that feature Tesla Powerpacks."

### Optimus·로보택시·FSD (신규) (mid)
- note: Optimus humanoid, robotaxi and FSD — a new demand axis targeting 1M units/yr at ~$20k.
- [confirms] eWeek (EN, news, published 2026-01-01) https://www.eweek.com/robotics/tesla-optimus-robot-launch-timeline/: "Optimus 1M/yr at ~$20k target."

Reverse side: https://valuechain.wiki/tesla/suppliers.md · Ripple: https://valuechain.wiki/tesla/ripple.md

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Full node: https://valuechain.wiki/tesla.md · JSON: https://valuechain.wiki/tesla.json