Coupang, Inc.
CPNGQ2 2025(CPNG Q1 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$480.2M
AI Revenue (Q)
$213.4M
Total Revenue (Q)
$7.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2025 total revenue was $7.908B (Net retail sales $6,088M, Net other revenue $1,820M). Revenue grew 11% YoY. No AI-specific segment or disclosure. Coupang continues as a technology-enabled e-commerce platform that uses AI/ML internally. Math: $7.908B * 3% = ~$237M estimated AI-adjacent revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net retail sales $6,088M, Net other revenue $1,820M, Total net revenues $7,908M (Q1 2025)
10-Q Q1 2025, Income Statement
Operating income $154M
10-Q Q1 2025, Income Statement
AI Products Identified (Ring 1)
AI-powered product recommendationsLogistics routing optimization (Rocket Delivery)Demand 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