C. H. Robinson Worldwide, Inc.
CHRWQ3 2022(CHRW Q2 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$89.1M
AI Revenue (Q)
$68.0M
Total Revenue (Q)
$6.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
C.H. Robinson is a freight brokerage company with $6.80B in Q2 FY2022 total revenue. The company reports three segments: NAST ($4.15B), Global Forwarding ($2.09B), and All Other and Corporate ($558M). None are AI-specific. The company's Navisphere platform provides freight matching and logistics management but is described as a traditional technology platform without explicit AI branding in this period's filings. Technology R&D spend (software purchases/development) was ~$33M for H1 2022 ($16.2M in Q1 + $16.4M in Q2), representing <0.5% of revenue. At this stage, any AI/ML contribution to freight matching and pricing algorithms would be minimal and deeply embedded in operational overhead. Conservatively estimating 1% of total revenue is attributable to AI-powered operational efficiency (dynamic pricing, automated carrier matching). Math: $6,798M x 1.0% = ~$68M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $6,798,475 thousand for Q2 2022
10-Q, Condensed Consolidated Statements of Operations, three months ended June 30, 2022
NAST $4,147,046; Global Forwarding $2,093,190; All Other and Corporate $558,239
10-Q, Note 9 Segment Reporting, three months ended June 30, 2022
AI Products Identified (Ring 1)
Navisphere platform (freight matching)Automated carrier selection algorithms
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.
Robinson Fresh sourcingManual freight brokerageLTL consolidationCustoms brokerage
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix