Symbotic
SYMBQ1 2023Estimated47% AI
AI Revenue %
47%
AI Fair Value
$6.4B
AI Revenue (Q)
$125.4M
Total Revenue (Q)
$266.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (ended Dec 24, 2022) revenue was $206.3M from the quarterly financials manifest. The 10-Q filing contains balance sheet and forward-looking statements but the revenue disaggregation is consistent with the overall product structure. AI capabilities continue to mature with expanding deployments. No explicit AI revenue disclosure in the filing. Slight increase in AI % estimate to 47% reflecting growing software maturity and increasing proportion of AI-enabled features in newer system deployments. Math: Estimated $206.3M * 0.47 = $97.0M AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue of $206,312K for the quarter ended December 24, 2022
Quarterly financials manifest, period 2022-Q4 (Symbotic fiscal Q1 FY2023)
Symbotic describes itself as operating in the 'warehouse automation industry' with systems using A.I.-enabled software
10-Q for period ended Dec 24, 2022, Cautionary Note
AI Products Identified (Ring 1)
Symbotic System (AI-powered autonomous warehouse robots)AI/ML fleet coordination softwareComputer vision-based case identificationML-based path planning and inventory placement optimization
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Physical Symbot robot hardwareStorage structure/racking infrastructureInbound sorting and outbound palletizing cellsInstallation and commissioning labor
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix