canar.ai
Rankings/TYGO/Q1 2025 Analysis

Tigo Energy, Inc.

TYGO
Q1 2025(TYGO Q4 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$342.7M
AI Revenue (Q)
$4.1B
Total Revenue (Q)
$136.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q4 2024 revenue derived: 9mo 2024 = $36.740M, FY2024 total not directly available in extracted text. From Q1 2025 10-Q: Q1 2024=$9.802M, Q1 2025=$18.839M. Tigo had strong recovery trend. Estimating Q4 2024 ~$15-20M based on trajectory. At the $17M midpoint, AI software ~$0.5M / $17M = 2.9% ~ 3%. Single segment, no AI revenue disclosure. Deferred revenue grew to $1.169M total ($525K current + $644K non-current) by Dec 31, 2024, suggesting modest software growth. Subsidiary renamed to 'Tigo Energy AI Ltd.' but this is branding, not a revenue segment. Conservative 3%.
Analyzed by claude-opus-4-6

Quoted Figures

Nine Months Ended September 30, 2024: Net revenue $36,740K
10-Q Q3 FY2025, Income Statement
Tigo Energy AI Ltd. (f/k/a Foresight Energy, Ltd. (fSight))
10-Q Q3 FY2025, Note 1 Nature of Operations
Deferred revenue current $525K, non-current $644K as of December 31, 2024
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