Trade Desk, Inc.
TTDQ2 2022(TTD Q1 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$158.6M
AI Revenue (Q)
$15.8M
Total Revenue (Q)
$315.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
The Trade Desk operates as a single-segment demand-side platform (DSP). The Q1 FY2022 10-Q (filed for period ending 3/31/2022) does not mention 'artificial intelligence,' 'AI,' 'machine learning,' 'Kokai,' or any AI-specific product. The platform is described as enabling 'data-driven digital advertising campaigns.' At this time, TTD's platform used standard algorithmic optimization for bid management and audience targeting -- standard features of any programmatic DSP, not distinctively AI. Revenue = $315.3M. No AI-specific features were separately marketed or disclosed. Estimating ~5% as a conservative floor for the algorithmic optimization/predictive components embedded in the platform that could be characterized as machine-learning-driven (audience modeling, bid optimization), though these are indistinguishable from standard programmatic technology. $15.8M AI / $315.3M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 315,323 [thousands]
10-Q for Q1 FY2022, Condensed Consolidated Statements of Operations (derived from Q2 2022 10-Q: $692,285K six-month minus $376,962K Q2)
The Company has one primary business activity and operates in one reportable and operating segment.
10-Q for Q1 FY2022, Note 9 Segment and Geographic Information
AI Products Identified (Ring 1)
Algorithmic bid optimizationAudience modeling
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.
Connected TV (CTV) targetingCross-device identity resolutionData marketplace integrations
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix