Autonomous Driving sits alongside Electric Vehicles, EV Charging and Auto Insurance within Tesla’s Automotive segment. The segment is 88.9% of revenue, grew 27.4%, and is the largest in the group, almost 16 times Qualcomm’s. Nebius grew fastest at 400.0%.
See every company in Autonomous Driving →Who else sells Autonomous Driving
The revenue segment each company reports that contains this product. 6 companies.
| Company | Quarter | Revenue segment | Segment revenue | % of company | Growth |
|---|---|---|---|---|---|
| TSLA | Q2 FY2026 · Jun 30, 2026 | Automotive | $25.10B | 88.9% | ↑ 27.4% |
| QCOM | Q3 FY2026 · Jun 28, 2026 | Automotive | $1.59B | 16.0% | ↑ 61.4% |
| ARM | Q1 FY2027 · Jun 30, 2026 | Royalty | $715M | 55.5% | ↑ 22.2% |
| ARM | Q1 FY2027 · Jun 30, 2026 | License and Other | $574M | 44.5% | ↑ 22.6% |
| INTC | Q2 FY2026 · Jun 27, 2026 | All Other | $701M | 3.2% | ↓ 33.4% |
| GOOGL | Q2 FY2026 · Jun 30, 2026 | Other Bets | $382M | 0.3% | ↑ 2.4% |
| NBIS | Q2 FY2026 · Jun 30, 2026 | Avride | $1.0M | 0.2% | ↑ 400.0% |
Peer rank: year-on-year growth
Growth of the reported segment, latest quarter. A company with several segments shows its fastest.
Concentration: share of company revenue
How much of each company’s total revenue sits in the segment above.
Combined segment revenue
The 6 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.
Coverage: Nasdaq 100 and S&P 100 companies mapped to Autonomous Driving (6 companies, 6 disclose a segment). Quarters differ by company; each row shows its own period end date.
Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.