Tesla
TSLAQ1 2025(TSLA Q4 FY2024)Derived1.3% AI
AI Revenue %
1.3%
AI Fair Value
$14.8B
AI Revenue (Q)
$334.2M
Total Revenue (Q)
$25.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
For Q4 FY2024 (derived from 10-K), full-year revenue was $97,690M, 9-month was $71,983M, so Q4 was ~$25,707M. Total deferred revenue grew to $6,485M ($3,168M current + $3,317M non-current). FSD-specific deferred was ~$3.6B (later disclosed in Q1 2025 10-Q). Estimating quarterly FSD recognized revenue at ~$340M as adoption accelerates and FSD (Supervised) is available in more markets. $340M / $25,707M = 1.32%, rounded to 1.3%. Full-year automotive segment revenue was $87,604M with energy at $10,086M. The 10-K explicitly discusses FSD (Supervised), Robotaxi (Cybercab), and Optimus.
Analyzed by claude-opus-4-6
Quoted Figures
Automotive segment revenues $87,604M, Energy segment revenues $10,086M for year ended December 31, 2024
10-K Segment Note
In 2025, we intend to begin launching our Robotaxi business, a ride-hailing network that will eventually operate fully autonomous vehicles
10-K Item 1 Business
Deferred revenue current $3,168M + non-current $3,317M = $6,485M as of December 31, 2024
10-K Consolidated Balance Sheet
AI Products Identified (Ring 1)
Full Self-Driving (FSD) SupervisedAutopilot
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/Cortex AI training cluster (internal)Optimus robot (pre-revenue)Cybercab/Robotaxi (announced for 2025 launch)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI