Coupang, Inc.
CPNGQ2 2024(CPNG Q1 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$353.2M
AI Revenue (Q)
$177.8M
Total Revenue (Q)
$7.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2024 total revenue was $7.114B (now reported in millions; Net retail sales $5,895M, Net other revenue $1,219M). Farfetch acquisition completed January 2024, adding luxury e-commerce with AI-powered personalization. Net other revenue more than doubled YoY ($1,219M vs $596M), partially due to Farfetch inclusion. No AI-specific segment created post-acquisition. Math: $7.114B * 2.5% = ~$178M estimated AI-adjacent revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net retail sales $5,895M, Net other revenue $1,219M, Total net revenues $7,114M (Q1 2024)
10-Q Q1 2024, Income Statement
Note 11. Business Combinations: Farfetch acquisition
10-Q Q1 2024, Notes
AI Products Identified (Ring 1)
AI-powered product recommendationsLogistics routing optimizationDemand forecasting algorithmsCoupang Eats AI recommendationsFarfetch AI-powered luxury personalization
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.
Third-party merchant advertising (AI-targeted)Rocket Delivery route optimizationFarfetch marketplace personalization
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix