The Company

Rivian Automotive, Inc. is an American electric vehicle (EV) manufacturer specializing in adventure-oriented electric trucks and SUVs. Founded in 2009 and headquartered in Irvine, California, Rivian aims to create sustainable transportation solutions with a focus on performance, utility, and environmental stewardship. The company also provides an integrated ecosystem of charging infrastructure and digital connectivity to support its EVs.

Financials

TAM / CAGR

• Total Addressable Market (TAM): $1.9 trillion (global EV market by 2030).
• Compound Annual Growth Rate (CAGR): 23.1% (2023–2030) driven by increasing EV adoption, governmental incentives, and advancements in battery technology.

Products

Product/Service	Description	Revenue Split (%)
R1T Electric Truck	Adventure-oriented electric pickup truck.	55%
R1S Electric SUV	Electric SUV for families and off-road use.	35%
Fleet Services	Electric delivery vans for Amazon and others.	10%
Charging Infrastructure Services	Rivian Adventure Network and Waypoints.	Not disclosed

R1T Electric Truck

R1S Electric SUV

Customers

Rivian primarily serves two customer segments:

1. Consumer Market: Individuals seeking high-performance, sustainable electric trucks and SUVs.
2. Fleet Market: Businesses requiring electric delivery vehicles, with Amazon being Rivian’s largest fleet customer.

Competitors

• Tesla, Inc.: Dominates the global EV market with a diverse portfolio and advanced autonomous driving capabilities.
• Ford Motor Company: Competes with its electric F-150 Lightning and other EV offerings.
• General Motors: Active in the EV space with its Hummer EV and electric Silverado.
• Lucid Motors: Focuses on luxury EVs, targeting a premium market segment.
• BYD: Leading EV manufacturer globally, backed by competitive pricing and innovation.

Main Investors

Investor	Percentage Holdings
Amazon	17.0%
Ford Motor Company	12.0%
T. Rowe Price	7.5%
BlackRock	5.0%
Soros Fund	2.5%

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