Trade Desk, Inc.
TTDQ4 2024(TTD Q3 FY2024)Estimated10% AI
AI Revenue %
10%
AI Fair Value
$412.9M
AI Revenue (Q)
$134.0M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
The Q3 FY2024 10-Q (period ending 9/30/2024) contains no mention of AI, artificial intelligence, machine learning, or Kokai. Single operating segment. Revenue = $628.0M. 27% YoY growth. The filing is substantively identical to Q2 regarding platform description. No new AI-specific disclosure. Maintaining 10%. $62.8M AI / $628.0M total = 10.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 628,016 [thousands]
10-Q for period ending September 30, 2024, Condensed Consolidated Statements of Operations
The Company has one primary business activity and operates in one reportable and operating segment.
10-Q for Q3 FY2024, Note 10 Segment and Geographic Information
AI Products Identified (Ring 1)
Kokai AI bidding engineAI-powered audience targetingPredictive campaign optimization
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 services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix