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Rankings/ADPT/Q3 2024 Analysis

Adaptive Biotechnologies Corp

ADPT
Q3 2024(ADPT Q2 FY2024)Derived9% AI
AI Revenue %
9%
AI Fair Value
$133.3M
AI Revenue (Q)
$3.9M
Total Revenue (Q)
$43.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Total revenue $43.2M. MRD: $35.3M. Immune Medicine: $7.9M. Genentech was <10% of revenue this quarter (not disclosed as significant customer). IM revenue was lower at $7.9M. Applying 50% AI attribution to IM: $7.9M * 50% = $4.0M. AI Revenue % = $4.0M / $43.2M = 9.2%, rounded to 9%.
Analyzed by claude-opus-4-6

Quoted Figures

MRD Revenue $35,284K, Immune Medicine Revenue $7,906K, Total $43,190K for Q2 2024
10-Q filed 2024-08-07, Segment Information note
Genentech, Inc. and Roche Group: *% (*less than 10%) for Q2 2024
10-Q filed 2024-08-07, Revenue Concentration table

AI Products Identified (Ring 1)

TCR-Antigen Map (AI/ML-driven immune receptor-disease mapping)Adaptive Immunosequencing (AI/ML analysis component)

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.

clonoSEQ diagnostic test ($35.3M MRD segment)MRD Pharma testing services

Confidence Tier

DerivedCalculated from reported segments primarily serving AI