Mastercard Inc
MAQ1 2023(MA Q4 FY2022)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$8.6B
AI Revenue (Q)
$966.3M
Total Revenue (Q)
$21.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 net revenue was $5,817M (derived: FY2022 $22,237M minus 9M $16,420M). The 10-K describes Mastercard as providing 'cyber and intelligence solutions' and 'proprietary insights, drawing on our principled use of secure consumer and merchant data.' Dynamic Yield had its second full quarter. AI product portfolio expanding. Slight uptick from 4.0% to 4.5% reflects a full quarter of Dynamic Yield and growing DI penetration. Estimated AI revenue: ~$262M / $5,817M = 4.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Mastercard has concluded it has one reportable operating segment, Payment Solutions
10-K 2022, Note 24 Segment Reporting
Revenue generated in the U.S. was approximately 33% of net revenue in 2022
10-K 2022, Note 24 Segment Reporting
Our value-added services include, among others, cyber and intelligence solutions to allow all parties to transact easily and with confidence
10-K 2022, Item 1 Business
AI Products Identified (Ring 1)
Decision IntelligenceDynamic YieldNuData 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 insightspersonalization services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix