Symbotic
SYMBQ2 2025Estimated52% AI
AI Revenue %
52%
AI Fair Value
$9.7B
AI Revenue (Q)
$391.7M
Total Revenue (Q)
$753.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (ended Mar 29, 2025) revenue was $549.7M: Systems $513.4M, SMS $6.7M, Ops $29.6M. Revenue grew 40% YoY. The ASR acquisition from Walmart closed in January 2025, adding goodwill ($68.7M) and intangible assets ($125.8M). Operation services nearly doubled to $29.6M (from $20.1M in prior year Q2), indicating significantly more AI-powered systems in operational status. Software maintenance also grew 160% YoY. System gross margin improved notably to ~19.2%. No explicit AI revenue disclosure. Maintaining 52% estimate. Math: ($513.4M * 0.52 + $6.7M * 0.90 + $29.6M * 0.35) / $549.7M = ($267.0M + $6.0M + $10.4M) / $549.7M = $283.4M / $549.7M = 51.6%, rounded to 52%.
Analyzed by claude-opus-4-6
Quoted Figures
Three months ended March 29, 2025: Revenue Systems $513,372K, Software maintenance and support $6,685K, Operation services $29,594K, Total $549,651K
10-Q for period ended Mar 29, 2025, Consolidated Statements of Operations
Goodwill of $68,669K and intangible assets of $125,793K as of March 29, 2025 (from ASR acquisition)
10-Q for period ended Mar 29, 2025, Balance Sheet
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 optimizationGreenBox/Exol warehouse-as-a-service (AI-managed)ASR micro-fulfillment systems (AI-powered)
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 laborMicro-fulfillment hardware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix