C. H. Robinson Worldwide, Inc.
CHRWQ4 2022(CHRW Q3 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$92.1M
AI Revenue (Q)
$60.2M
Total Revenue (Q)
$6.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2022 total revenue was $6.02B. Same segment structure, same technology posture. No AI disclosures. Navisphere platform continues to be described as technology for freight matching without explicit AI claims. Software development investment was ~$33M for the quarter period. Maintaining 1% estimate. Math: $6,015M x 1.0% = ~$60M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $6,015,376 thousand for Q3 2022
10-Q, Condensed Consolidated Statements of Operations, three months ended September 30, 2022
NAST $4,002,461; Global Forwarding $1,511,115; All Other and Corporate $501,800
10-Q, Note 9 Segment Reporting, three months ended September 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