Added to YB: 2025-11-12
Pitch date: 2025-11-06
TTD [neutral]
The Trade Desk, Inc.
-20.33%
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 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
$46.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
Q3 2025 Earnings - The Trade Desk (TTD)
TTD (earnings): Q3 rev $739M (+18% YoY) beat est; 43% EBITDA margin. CTV ~50% of biz, fastest growing. Kokai adoption 85%, delivers 26% lower CPA, 94% higher CTR. OpenPath scaling rapidly. Q4 guide $840M (+13% YoY) beat est. Challenges: GM down 250bps, FCF margin down 1440bps, macro headwinds in CPG/retail.
Read full article (7 min)