canar.ai
Rankings/TYGO/Q3 2024 Analysis

Tigo Energy, Inc.

TYGO
Q3 2024(TYGO Q2 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$4.2M
AI Revenue (Q)
$381,030
Total Revenue (Q)
$12.7M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 2024 revenue = $12.701M (from 10-Q). Slight recovery from Q1 trough. Predict+ and EI platform AI features contributing approximately $0.3-0.5M/quarter. Math: $0.4M / $12.701M = 3.1%. Rounding to 3%. No disclosure of software vs. hardware split. No AI segment. Deferred revenue trending: current portion dropped to $275K at June 30, 2024 (from $335K at Dec 31, 2023), suggesting software subscriptions may be stable or slightly declining. Conservative 3%.
Analyzed by claude-opus-4-6

Quoted Figures

Net revenue $12,701K (Three Months Ended June 30, 2024)
10-Q Q2 FY2024, Income Statement
Deferred revenue current portion $275K as of June 30, 2024
10-Q Q2 FY2024, 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