Added to YB: 2025-08-18
Pitch date: 2025-08-14
TTD [neutral]
The Trade Desk, Inc.
-29.08%
current return
Author Info
No bio for this author
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
$51.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
When Gravity Returns: Trade Desk’s 2Q25 and the End of Act I
TTD (earnings update): Revenue growth slowing: Q1 +25% → Q2 +19% → Q3 guide +14%. Despite strong Kokai platform (75% adoption), facing 3 constraints: Amazon's 1% DSP fee vs TTD's 12-15%, premium CTV/sports in walled gardens, and retailer-owned purchase data. Needs pricing model shift, premium inventory access, international JVs to avoid settling at mid-teens growth.
Read full article (5 min)