1. Tesla
By Cody Thomas

2. History and Objectives
Elon Musk; 2003
Innovation; vision of electric automotive advancements
Unique advantage

3. Market Share
Tesla < 1.9%
Toyota – 15.5%

4. Tesla’s Numbers (2014)
 Over 10,000 employees
 Revenue: $3.198 Billion
 Total Equity: $911.7 Million
 Total Assets: $5.849 Billion
 Net Income: $-294.0 Million
 Operating Income: $-186.7 Million

5. Specs: Model S vs. Prius Plug-in Hybrid

6. Key Events in the Industry
 Blue Ocean Strategy
 “Open source movement” – 2014
 Battery Swap Program/Supercharger Network
 Closed Loop Battery Recycling Program
 90% of lead-acid batteries
 60-80% of typical vehicle batteries

7. Competition Comparisons
Tesla
 Projected to be profitable in 2020
 31,700 cars delivered
 Risky investment
 Question Mark
 Insourcing
 Fully electric
 New research and development
(blue ocean)
 Differentiation
Toyota
 $17.9 billion annual net profit
 > 10 million vehicles sold
 “too late” investment
 Cash Cow
 Outsourcing
 Hybrid
 Exploitation of current market (red
ocean)
 Price Competitor

8. The Future of Tesla Motors
 Would I invest?
 Where are they going/what are they trying to achieve?
 How can they expand?
 What will the competition do to keep with new technologies?