Question 1

What percentage of Trade Desk, Inc.'s revenue comes from AI?

Accepted Answer

Trade Desk, Inc. derives approximately 11.38% of its revenue from AI-related products and services, representing $250.0M in annual AI revenue out of $2.2B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Trade Desk, Inc.'s AI Fair Value?

Accepted Answer

Trade Desk, Inc.'s AI Fair Value is $1.1B, ranking it #90 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Trade Desk, Inc.'s AI revenue changed recently?

Accepted Answer

Trade Desk, Inc.'s AI revenue percentage increased from 12.0% to 15.0% (+3.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Trade Desk, Inc. compare to peers in AI Apps?

Accepted Answer

Trade Desk, Inc.'s AI revenue percentage of 11.38% is above the AI Apps layer average of 9.2%. Among 5 ranked peers, 1 peer have a higher AI revenue percentage.

Question 5

Where does Trade Desk, Inc. sit in the AI supply chain?

Accepted Answer

Trade Desk, Inc. operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more.

Question 6

How reliable is Trade Desk, Inc.'s AI revenue estimate?

Accepted Answer

Trade Desk, Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Trade Desk, Inc.

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