Trade Desk, Inc.
TTDQ1 2023(TTD Q4 FY2022)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$176.3M
AI Revenue (Q)
$19.7M
Total Revenue (Q)
$394.8M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
The FY2022 10-K (period ending 12/31/2022) contains no mention of AI, artificial intelligence, machine learning, Kokai, or any AI-specific product. The business description focuses on 'data-driven digital advertising campaigns' and programmatic buying. Single operating segment. The 10-K describes the platform as enabling ad buyers to 'create, manage and optimize' campaigns but does not characterize any feature as AI. Q4 FY2022 revenue derived from FY2022 full-year minus 9-month: $1,577,795K - $1,087,058K = $490,737K (using manifest annual revenue). Estimating 5%. $24.5M AI / $490.7M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
The Trade Desk, Inc. is a global technology company that empowers buyers of advertising. Through the Company's self-service, cloud-based platform, ad buyers can create, manage and optimize more expressive data-driven digital advertising campaigns across ad formats and channels
10-K for FY2022, Item 1 Business / Note 1 Nature of Operations
The Company has one primary business activity and operates in one reportable and operating segment.
10-K for FY2022, Note 12 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