Tesla's Charging Network Keeps Expanding as US EV Sales Slide
According to WSJ, Tesla's Supercharger network grew 15% year over year in the third quarter, while its services category, including FSD subscriptions, rose 33%.
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what happened
US electric-vehicle sales have kept falling since tax incentives were phased out last year, the Wall Street Journal reports. Still, the country's charging infrastructure continues to grow, and Tesla is doing much of the work.
According to the company, its Supercharger network grew 15% year over year in the third quarter, reaching 8,904 stations worldwide with 84,465 plugs. Tesla does not report charging revenue separately, but it is included in services such as Full Self-Driving (Supervised) subscriptions. That category rose 33% and offset declines in automotive sales and the energy business.
why it matters
For investors, growth in services is a way to cushion weakness in Tesla's car business. The company does not disclose a separate charging figure, so its contribution to revenue cannot be estimated from these data.
market impact
TSLA: faster services revenue growth partly offsets weaker automotive sales and US EV demand
tags
instruments
sources
- Tesla's Charging Business Keeps Growing — WSJ, 21 October 2026 at 21:33 UTC
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