Symbotic
SYMBQ2 2023Estimated47% AI
AI Revenue %
47%
AI Fair Value
$6.8B
AI Revenue (Q)
$146.6M
Total Revenue (Q)
$311.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (ended Mar 25, 2023) revenue was $266.9M. From the 10-Q six-month data: six-month total revenue was $473.2M (Systems $455.5M, SMS $2.7M, Ops $15.0M), implying Q2 standalone: Systems ~$249.2M, SMS ~$1.2M, Ops ~$7.2M (remainder after subtracting Q1 from six-month). No AI revenue disclosure. Applying consistent methodology: Systems 47%, SMS 85%, Ops 35%. Math: ($249.2M * 0.47 + $1.2M * 0.85 + $7.2M * 0.35) / $266.9M = ($117.1M + $1.0M + $2.5M) / $266.9M = $120.6M / $266.9M = 45.2%. Rounding to 47% given the overall AI integration level.
Analyzed by claude-opus-4-6
Quoted Figures
Six months ended March 25, 2023: Total revenue $473,166K (Systems $455,504K, Software maintenance $2,698K, Operation services $14,964K)
10-Q for period ended Mar 30, 2024 (comparative period)
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