Tesla
TSLAQ1 2023(TSLA Q4 FY2022)Estimated0.7% AI
AI Revenue %
0.7%
AI Fair Value
$3.8B
AI Revenue (Q)
$150.2M
Total Revenue (Q)
$21.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
For FY2022 annual (10-K), total annual revenue was $81,462M. Total deferred revenue rose to $4,551M ($1,747M current + $2,804M non-current) by Dec 31, 2022. Tesla later disclosed that $134M was recognized from the Dec 2022 deferred balance in Q1 2023 alone, implying annual FSD revenue recognition of approximately $536M. Q4 FY2022 quarterly revenue was approximately $24,318M (full year $81,462M minus 9-month $57,144M). Estimating Q4 FSD recognized revenue at ~$160M. $160M / $24,318M = 0.66%, rounded to 0.7%. FSD is bundled into automotive segment revenue; no separate line item exists.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $81,462M for year ended December 31, 2022
10-K Segment Note
Deferred revenue current $1,747M + non-current $2,804M = $4,551M as of December 31, 2022
10-K Consolidated Balance Sheet
We plan to continue leveraging developments in our proprietary Full Self-Driving (FSD), battery cell and other technologies
10-K Item 1 Business
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