Tigo Energy, Inc.
TYGOQ2 2025(TYGO Q1 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$4.5M
AI Revenue (Q)
$294,060
Total Revenue (Q)
$9.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2025 revenue = $18.839M (from 10-Q). Strong 92% YoY growth driven by MLPE hardware recovery. Predict+ and EI platform AI features are a small share. Deferred revenue grew to $1.378M total ($687K current + $691K non-current) as of March 31, 2025 vs $1.169M at Dec 31, 2024, suggesting growing software subscriptions. Math: if AI software revenue ~$0.5-0.6M/quarter, then $0.55M / $18.839M = 2.9% ~ 3%. Hardware dominates. No AI revenue breakout. Conservative 3%.
Analyzed by claude-opus-4-6
Quoted Figures
Net revenue $18,839K (Three Months Ended March 31, 2025)
10-Q Q1 FY2025, Income Statement
Deferred revenue current $687K, non-current $691K as of March 31, 2025
10-Q Q1 FY2025, Balance Sheet
AI Products Identified (Ring 1)
Predict+ energy demand forecasting
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.
EI platform cloud monitoringMLPE optimization firmware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix