Question 1

What percentage of Symbotic's revenue comes from AI?

Accepted Answer

Symbotic derives approximately 52.98% of its revenue from AI-related products and services, representing $953.6M in annual AI revenue out of $1.8B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Symbotic's AI Fair Value?

Accepted Answer

Symbotic's AI Fair Value is $17.0B, ranking it #32 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Symbotic's AI revenue changed recently?

Accepted Answer

Symbotic's AI revenue percentage stayed flat from 53.0% to 53.0% (0.0pp) between Q4 2025 and Q1 2026. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Symbotic compare to peers in AI Apps?

Accepted Answer

Symbotic's AI revenue percentage of 52.98% is above the AI Apps layer average of 9.2%. Among 5 ranked peers, Symbotic has the highest AI revenue concentration.

Question 5

Where does Symbotic sit in the AI supply chain?

Accepted Answer

Symbotic operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more. Key AI products include SymBot, AI-Powered Warehouse System, GreenBox.

Question 6

How reliable is Symbotic's AI revenue estimate?

Accepted Answer

Symbotic's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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