TSLA · CIK 1318605 · AS OF 2026-05-26
Tesla Customers
Named Tesla customers across Energy / Megapack utility-scale deployments, NACS-adoption partner automakers and charging networks, Solar projects, and Fleet partnerships. Tesla's primarily-B2C consumer-vehicle business — millions of individual customers purchasing Model S / X / 3 / Y / Cybertruck / Semi vehicles — is the dominant revenue base but is not in scope for the named-customer roster. The named-customer set below covers the non-consumer-vehicle businesses (Energy generation and storage, the NACS open standard, named Solar projects, and Fleet partnerships) where Tesla discloses individual customer relationships through wire releases, the quarterly Update Letters, and 8-K filings.
Sibling pages: Tesla Products · Tesla Leadership · Roster row: Tesla on /orgs/.
Customer base — consumer-vehicle dominance plus the named-customer roster below
Consumer vehicles delivered FY2025
~1.7M
Individual consumers. Per the Q4 2025 production / delivery release.
Energy storage deployed Q4 2025
14.2 GWh
Quarterly record for Megapack + Powerwall combined. Per the Q4 2025 release.
Single-customer 10%+
None
No single customer was 10%+ of Tesla's revenue in FY2024, per the 10-K.
Named-customer roster below
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Discrete named relationships across Energy, NACS, Solar, Fleet, Government. A tiny slice of Tesla's full customer base.
Tesla is a primarily-B2C consumer-vehicle company. The dominant revenue base is the millions of individual customers buying Model S / X / 3 / Y / Cybertruck / Semi vehicles — a customer base that does not map onto a named-roster shape the way Palantir's enterprise customers or C3.ai's government contracts do. The named-customer roster below covers the non-consumer-vehicle businesses where Tesla discloses individual relationships: Energy / Megapack utility-scale deployments, the NACS adoption-partner network of automakers and charging networks, named Solar projects, and Fleet partnerships. The page is honest about the asymmetry — the named roster is structurally smaller than the consumer-vehicle base, and the methodology footer reiterates this scope.
Named customers by region
Region counts reflect the named customers below, not Tesla's full vehicle-delivery footprint. Megapack deployments skew USA + Australia historically; NACS adoption is North-America-focused; Solar projects are USA-heavy; Fleet partnerships span multiple regions.
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Named Tesla customers and partners
| Customer / partner | Deployment & source |
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No customers match the current filter combination.
About this list
Scope. The named-customer roster covers Tesla's non-consumer-vehicle businesses where the company discloses individual customer relationships: Energy / Megapack utility-scale deployments, the NACS adoption-partner network, named Solar projects, and Fleet partnerships. The dominant Tesla revenue base — the millions of individual customers buying Model S / X / 3 / Y / Cybertruck / Semi vehicles — is acknowledged in the customer-concentration callout but is not enumerated here.
Inclusion criterion. A customer or partner appears here if a primary source publicly identifies the relationship — a Tesla press release, a wire-service release, a Tesla quarterly Update Letter, a Tesla 8-K filing, the customer's own press release or SEC filing, or the customer's own annual report. Customers Tesla has only mentioned anonymously (“a major utility customer”) are excluded by design.
Use-case prose. Each row's one-liner paraphrases the cited primary source. The page describes what each customer / partner does with Tesla, not what Tesla claims the deployment achieves. The page does not redistribute extended quotes from cited sources; the source links are how to read the longer write-ups.
What's excluded. Individual consumer customers (the B2C vehicle base is summarized in the customer-concentration callout but not enumerated); customer-controversy framing (the Hertz walk-back is surfaced as a status pill rather than a controversy narrative; broader Tesla brand-damage spillover from the Musk-political-entanglement events lives on the leadership page's political-entanglement subsection); FSD / Autopilot safety lawsuits (which would belong on a hypothetical future /orgs/tesla/lawsuits/ page); rumored or speculative deals; anonymized customer mentions in earnings calls; per-customer deployment pricing or contract values (almost never public); competitive framing against Fluence, LG Energy Solution, SunPower, First Solar, ChargePoint, or other peers.
Data freshness. The Megapack project list rotates as projects are commissioned; NACS-adoption announcements have continued cascading through 2023–2026; the Hertz partnership status shifted dramatically through 2024. This page is re-walked against the primary sources monthly to catch new named customers, status changes, and use-case updates. The last updated stamp below reflects the most recent successful walk.
Last updated: . Not financial advice — this page presents publicly available data and does not recommend any position in TSLA or any commentary on the named customer organizations.