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Added to YB: 2025-05-14

Pitch date: 2025-05-09

TTD [neutral]

The Trade Desk, Inc.

-51.79%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.

Market Cap

$19.3B

Pitch Price

$75.08

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
The Trade Desk Q1 2025 Earnings Analysis

TTD (earnings update): Q1 rev $616M (+25.5% YoY) beat est by 7.1%, EPS $0.33 beat by 32%. CTV largest channel (high-40s% share). 2/3 clients adopted Kokai AI platform, seeing -42% cost/reach, -24% cost/conversion. OpenPath boosted publisher revenue 39-97%. Q2 guide $682M (+16.6%) missed by -0.6%. SBC/rev up to 21%.

Read full article (7 min)