Trade Desk, Inc.
TTDQ2 2023(TTD Q1 FY2023)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$186.1M
AI Revenue (Q)
$19.1M
Total Revenue (Q)
$382.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
The Q1 FY2023 10-Q (period ending 3/31/2023) contains no mention of AI, artificial intelligence, machine learning, Kokai, or any AI-specific product or revenue. Single operating segment. Revenue = $382.8M. Kokai had not yet been publicly launched (it was announced mid-2023). Same platform capabilities as prior periods. Estimating 5%. $19.1M AI / $382.8M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 382,803 [thousands]
10-Q for period ending March 31, 2023, Condensed Consolidated Statements of Operations
The Company has one primary business activity and operates in one reportable and operating segment.
10-Q for Q1 FY2023, Note 10 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 resolutionUnified ID 2.0
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix