Tigo Energy, Inc.
TYGOQ4 2023(TYGO Q3 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$348.7M
AI Revenue (Q)
$513.1M
Total Revenue (Q)
$17.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2023 revenue = $17.104M (derived: 9mo 2023 = $135.988M minus H1 = $118.884M). Revenue collapsed from prior quarters due to MLPE/GO ESS channel inventory destocking across the solar industry. With hardware revenue down dramatically, the relatively stable AI/SaaS component (Predict+ forecasting) becomes a slightly larger percentage. Math: Predict+ likely ~$0.3-0.5M/quarter at this stage. $0.5M / $17.104M = 2.9%. Rounding to 3%.
Analyzed by claude-opus-4-6
Quoted Figures
Nine Months Ended September 30, 2023: Net revenue $135,988K
10-Q Q3 FY2024, Income Statement
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