Tesla Inc. (NASDAQ:TSLA) spent much of its second-quarter update talking about Cybercab production, Robotaxi expansion and artificial intelligence. But the company’s fastest-growing business wasn’t any of those.
Instead, it was Services and Other—a catch-all segment that includes vehicle servicing, paid Supercharging, insurance, used vehicle sales, retail merchandise and other recurring businesses tied to Tesla’s expanding fleet. While Tesla does not separately disclose Robotaxi revenue, the Services and Other segment offers the clearest reported measure of its growing fleet-based business.
