Trade Desk, Inc.
TTDQ4 2022(TTD Q3 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$177.0M
AI Revenue (Q)
$19.7M
Total Revenue (Q)
$394.8M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
The Q3 FY2022 10-Q (period ending 9/30/2022) contains no mention of AI, machine learning, Kokai, or any AI-specific product or revenue. Single operating segment. Revenue = $394.8M. No change in AI-specific capabilities disclosed. Estimating 5% for embedded algorithmic/predictive optimization. $19.7M AI / $394.8M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 394,773 [thousands]
10-Q for period ending September 30, 2022, Condensed Consolidated Statements of Operations
The Company has one primary business activity and operates in one reportable and operating segment.
10-Q for Q3 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