Added to YB: 2025-11-12
Pitch date: 2025-11-06
TTD [neutral]
The Trade Desk, Inc.
-51.72%
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
$46.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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)