Added to YB: 2025-08-12
Pitch date: 2025-08-08
TTD [neutral]
The Trade Desk, Inc.
-58.72%
current return
Author Info
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Company Info
The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices.
Market Cap
$10.1B
Pitch Price
$53.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
The Trade Desk Q2 2025 Earnings Analysis
TTD (earnings update): Revenue $694M (+18.6% YoY), beat est 1.5%. CTV largest/fastest channel (high-40s% of spend). Margins declined (EBITDA 39%, -2.3pp YoY) on AI/product investments. EPS $0.41 missed by 2.4%. Kokai adoption 75%, showing +43% reach, -73% CPA gains. Q3 guide $717M (+14.2% YoY). FCF margin up 7.1pp to 16.9%.
Read full article (7 min)