Tesla
TSLAQ2 2022(TSLA Q1 FY2022)Estimated0.8% AI
AI Revenue %
0.8%
AI Fair Value
$4.1B
AI Revenue (Q)
$171.6M
Total Revenue (Q)
$21.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Tesla does not disclose FSD/Autopilot revenue separately. In Q1 FY2022 (3 months ended Jun 30, 2022), total revenue was $16,934M. Total deferred revenue (FSD + connectivity + Supercharging + OTA updates) was $4,068M on balance sheet. Tesla disclosed in a later filing that revenue recognized from Dec 2022 deferred balance was $134M in Q1 2023, implying FSD quarterly revenue recognition was approximately $130-140M in the 2022-2023 timeframe. Conservatively estimating ~$135M of FSD-related recognized revenue. $135M / $16,934M = 0.8%. Vehicle sales, energy, services, regulatory credits are NOT AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $16,934M for three months ended June 30, 2022
10-Q Consolidated Statements of Operations
Deferred revenue current $1,858M + non-current $2,210M = $4,068M as of June 30, 2022
10-Q Consolidated Balance Sheet
We are increasingly focused on products and services based on artificial intelligence, robotics and automation
10-Q Item 2 MD&A Overview
AI Products Identified (Ring 1)
Full Self-Driving (FSD) CapabilityAutopilot
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.
Dojo AI training compute (internal)Optimus robot (pre-revenue)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix