Trade Desk, Inc.
TTDQ2 2025(TTD Q1 FY2025)Estimated12% AI
AI Revenue %
12%
AI Fair Value
$532.0M
AI Revenue (Q)
$59.0M
Total Revenue (Q)
$491.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
The Q1 FY2025 10-Q (period ending 3/31/2025) does not yet mention AI in the Nature of Operations note (still says 'data-driven digital advertising campaigns'). Single operating segment. Revenue = $616.0M (25% YoY growth). No AI-specific revenue disclosure. Maintaining 12% for continued Kokai maturity. $73.9M AI / $616.0M total = 12.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 616,021 [thousands]
10-Q for period ending March 31, 2025, Condensed Consolidated Statements of Operations
The Company has one primary business activity, its advertising technology platform... Accordingly, the Company operates in one operating segment on a consolidated basis: advertising technology platform.
10-Q for Q1 FY2025, Note 10 Segment and Geographic Information
AI Products Identified (Ring 1)
Kokai AI bidding engineAI-powered audience targetingPredictive campaign optimizationAI-driven measurement
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 2.0Value-added servicesOpenPass
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix