canar.ai
Rankings/MA/Q3 2022 Analysis

Mastercard Inc

MA
Q3 2022(MA Q2 FY2022)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$7.1B
AI Revenue (Q)
$545.9M
Total Revenue (Q)
$13.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 FY2022 net revenue was $5,497M. Mastercard does not disclose AI-specific revenue. The company's AI offerings (Decision Intelligence, NuData, RiskRecon) are embedded in broader services. Dynamic Yield acquisition closed in mid-2022 and contributed minimally. Estimated AI revenue: ~$220M / $5,497M = 4.0%. Conservative estimate reflects early-stage AI product adoption and no explicit AI revenue disclosure.
Analyzed by claude-opus-4-6

Quoted Figures

Net Revenue $5,497
10-Q Jun 2022, Consolidated Statement of Operations
Other revenues $1,745 [Q2 2022]
10-Q Jun 2022, Note 3 Revenue

AI Products Identified (Ring 1)

Decision IntelligenceNuData SecurityRiskReconEthoca

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.

cyber and intelligence solutionsanalytics and insightsfraud management services

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix