Tesla
TSLAQ3 2022(TSLA Q2 FY2022)Estimated0.7% AI
AI Revenue %
0.7%
AI Fair Value
$3.7B
AI Revenue (Q)
$150.2M
Total Revenue (Q)
$21.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
For Q2 FY2022 (3 months ended Sep 30, 2022), total revenue was $21,454M. Total deferred revenue was $4,193M ($1,928M current + $2,265M non-current). Estimating FSD-related recognized revenue at ~$140M per quarter based on later disclosures showing $134M recognized from Dec 2022 deferred balance in Q1 2023. $140M / $21,454M = 0.65%, rounded to 0.7%. The larger revenue base (from strong Q3 deliveries) dilutes the FSD percentage. Vehicle sales, energy storage, services are NOT AI.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $21,454M for three months ended September 30, 2022
10-Q Consolidated Statements of Operations
Deferred revenue current $1,928M + non-current $2,265M = $4,193M as of September 30, 2022
10-Q Consolidated Balance Sheet
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