Key Points
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Tesla’s Optimus humanoid robot has not yet been commercially released, but production could ramp up later this year following supplier audits in China.
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Symbotic, which focuses on automated warehouse systems, generated over $2.2 billion in revenue for the fiscal year ending September 27, 2025, with a forecasted increase to $2.8 billion for the current fiscal year.
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Symbotic has a current backlog of $22.5 billion and derives 85% of its sales from Walmart, its largest customer.
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