Tigo Energy, Inc.
TYGOQ3 2025(TYGO Q2 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$5.5M
AI Revenue (Q)
$675,090
Total Revenue (Q)
$22.5M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2025 revenue = $24.055M (from 10-Q). Revenue up 89% YoY, driven by MLPE hardware recovery and international expansion. Deferred revenue grew to $1.622M total ($724K current + $898K non-current) as of June 30, 2025. Math: AI software ~$0.5-0.7M/quarter. $0.6M / $24.055M = 2.5%. Rounding up to 3% to account for any EI platform AI features beyond Predict+. Hardware remains dominant (80-90%+ of revenue). No segment breakout. Conservative 3%.
Analyzed by claude-opus-4-6
Quoted Figures
Net revenue $24,055K (Three Months Ended June 30, 2025)
10-Q Q2 FY2025, Income Statement
Deferred revenue current $724K, non-current $898K as of June 30, 2025
10-Q Q2 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