C. H. Robinson Worldwide, Inc.
CHRWQ1 2023(CHRW Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$96.1M
AI Revenue (Q)
$60.2M
Total Revenue (Q)
$6.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 10-K reports full-year revenue of $24.7B. Q4 FY2022 implied revenue = $24,689M (annual) - $19,630M (9-month) = ~$5,059M. The 2022 10-K describes Navisphere as core technology platform and mentions the company uses 'technology' and 'data' for optimization, but does not explicitly reference 'artificial intelligence' or 'machine learning.' Software development spend for full year was approximately $65M. Maintaining 1% estimate as AI/ML was not yet a disclosed strategic priority. Math: ~$5,059M x 1.0% = ~$51M imputed AI contribution.
Analyzed by claude-opus-4-6
Quoted Figures
Consolidated total revenues of $24.7 billion in 2022
10-K FY2022, Item 1 Business Overview
We are grounded in our customer promise to use our technology, which is built by and for supply chain experts and powered by our information advantage, to deliver smarter solutions
10-K FY2022, Item 1 Business Overview
Managed TMS combines the use of our global technology platform Navisphere, logistics process expertise, and consulting services
10-K FY2022, Item 1 Managed Services description
AI Products Identified (Ring 1)
Navisphere platform (freight matching)Automated carrier selection algorithmsDynamic pricing tools
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 brokerageManaged TMS
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix