Revenue distribution by industry:

• Automotive sales: approx. 85%
• Services and others: approx. 15%

TOP 3 markets and their percentage shares:

• USA: approx. 70%
• Canada: approx. 15%
• Europe: approx. 10%

Rivian Automotive, Inc. generates the majority of its revenue from the sale of electric vehicles, especially SUVs and pick-up trucks. The main market for Rivian is the USA, where the company has both strong demand and an established infrastructure for its vehicles.

Canada and Europe follow as important markets, with Europe seeing growing demand in countries with strong electric mobility incentives. The rest of the revenue comes from services such as maintenance and other complementary offerings.

Production Sites:

• Main Production Facility: Normal, Illinois, USA
• Planned Expansion: Georgia, USA (planned completion: 2024)

Rivian Automotive, Inc. primarily produces its electric vehicles at its factory in Normal, Illinois. This facility has been extensively renovated and is the centerpiece of current production.

Additionally, Rivian has plans to establish another production site in Georgia, which is expected to be operational in 2024. This expansion is intended to significantly increase production capacity and expand the company's geographical reach.

Revenue Growth: 20% (estimated for 2024)
Production Capacity Expansion: 50,000 vehicles per year by 2025

Rivian Automotive, Inc. is pursuing a growth strategy that heavily focuses on expanding its production capacities and introducing new models. The company plans to increase its production capacity to 50,000 vehicles per year by 2025 to meet the growing demand.

Another key focus is on geographical expansion, particularly in Europe and Asia, to tap into new markets and strengthen global presence. Rivian is also investing in the development of new technologies, especially in the field of battery technology, to enhance the efficiency and range of their electric vehicles.

Partnerships with major companies, such as Amazon, for the delivery of electric delivery vehicles, are also part of the strategy to secure stable revenue streams and solidify market position.

Lithium: Imported from Australia and Chile
Nickel: Imported from Indonesia and Canada
Cobalt: Imported from the Democratic Republic of Congo
Aluminum: Imported from Canada and Russia

Rivian Automotive, Inc. sources various raw materials essential for the production of their electric vehicles. Lithium, a critical component for batteries, is mainly imported from Australia and Chile. These countries are leading in lithium production and provide a stable supply.

Nickel, another important material for batteries, is sourced from Indonesia and Canada. Both countries have significant nickel deposits and are important suppliers to the automotive industry.

Cobalt, also used in batteries, predominantly comes from the Democratic Republic of Congo, the world's largest producer of cobalt. However, due to the geopolitical and ethical challenges in the region, cobalt procurement is complex.

Aluminum, used for vehicle structure and body, is imported from Canada and Russia. These countries are known for their extensive aluminum production and offer a reliable supply.

Market share in the EV segment: 3.5% (2025, estimated)
Research & Development expenses: $1.5 billion (2024)
Production capacity: 150,000 vehicles annually (2025, planned)

Rivian Automotive, Inc. has established itself as a significant player in the electric vehicle market, especially in the segment of electric pick-ups and SUVs. The company's competitive advantage lies in its specialized product range, focusing on rugged, adventure-oriented vehicles, which represents a niche in the EV market.

Another advantage is the strategic partnership with Amazon, which not only provides financial support but also includes a large order for electric delivery vehicles. This secures Rivian a stable revenue stream and increases production utilization.

Rivian is heavily investing in research and development to drive technological innovations and improve the efficiency of their vehicles. These investments strengthen their position in the market by developing advanced battery technologies and software solutions that provide added value to customers.

Despite these advantages, Rivian operates in a fiercely competitive market with established manufacturers such as Tesla, Ford, and General Motors. Long-term success will depend on how effectively Rivian can expand its production capacities and optimize its supply chain to meet the increasing demand.

Institutional Investor Share: 65% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share at Rivian Automotive, Inc. is estimated to be around 65%, indicating a strong trust from large investment funds and institutional investors in the company. These investors play a crucial role in the stability and growth of the company.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders are currently not making significant changes to their stake in the company. This could be seen as a sign of confidence in the current company strategy and future developments.

Market share of Rivian Automotive: Estimated 3% (2025)

Top competitors by market share:

1. Tesla, Inc.: 20%
2. BYD Company Limited: 15%
3. Volkswagen Group: 10%
4. Ford Motor Company: 8%
5. General Motors: 7%
6. Hyundai Motor Company: 5%
7. NIO Inc.: 4%
8. Rivian Automotive, Inc.: 3%
9. Lucid Group, Inc.: 2%
10. Xpeng Inc.: 2%

Rivian Automotive has established itself in recent years as an emerging player in the electric vehicle market, especially in the electric trucks and SUVs segment. However, Rivian's market share is still relatively small compared to established giants like Tesla and BYD.

Rivian's moat could be considered moderate, as the company has a strong brand identity and a loyal customer base, especially in the USA. Additionally, Rivian has benefited from strategic partnerships and investments that support its production capacity and technological development.

Compared to competitors like Tesla, which have a more comprehensive charging infrastructure and a larger global presence, Rivian's moat is less pronounced. Tesla and BYD have a significant advantage due to their established market presence, technological leadership, and production capacities.

In summary, while Rivian has some strategic advantages, it still faces significant challenges in catching up with larger and more established competitors.

Revenue Growth: 35% (2024) Production Units: 85,000 vehicles (2024) Market Share in EV Segment USA: 3.5% (2024)

Rivian Automotive, Inc. achieved a revenue growth of 35% in 2024, attributed to increased production and higher demand for their electric vehicles. With the production of 85,000 vehicles in 2024, the company significantly expanded its production capacities, indicating successful manufacturing scaling.

The 3.5% market share in the U.S. electric vehicle segment demonstrates that Rivian has established itself as a serious competitor. The company benefits from a strong brand image and a growing customer base loyalty.

Furthermore, Rivian is continuously investing in research and development to expand its product range and drive technological innovations. These strategic investments could lead to a competitive advantage in the long term.

Overall, the growth figures and strategic direction indicate that Rivian represents a promising investment, especially for investors focusing on long-term growth in the electric vehicle market.

Dividend: None (as of 2025)

Rivian Automotive, Inc. currently does not pay a dividend. The company is in a growth phase and reinvests its profits in expansion and the development of new technologies.

For companies in the automotive industry, especially those focusing on electric vehicles, it is common not to pay dividends in the early years, as the focus is on scaling and gaining market share. Analysts expect Rivian to continue investing its resources in research and development as well as expanding production capacity before considering a dividend policy.