Added to YB: 2026-02-27
Pitch date: 2026-02-26
TTD [neutral]
The Trade Desk, Inc.
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
$12.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.48
P/E
28.32
EV/Sales
3.94
Sector
Media
Category
growth
The Trade Desk (TTD) | Data Seeds
TTD (update): Seeds = first-party data segments from brands' CRM/purchase histories uploaded to Kokai platform. Every campaign requires seed → drives relevance scoring, Quality Reach Index, AI lookalikes. Flywheel deepens switching costs as optimization history accumulates. Case studies: 84% lower CPA (Sky), 11x conversions (Telekom), 276% higher conversion (Luxury Escapes). Kokai avg: 27% lower CPA vs Solimar. Seeds enable CTV targeting via UID2 where cookies fail. Audience Unlimited monetizes seeds at 3.3-4.4% impression costs. Independence lets TTD get brand data competitors can't access due to conflicts. Earnings today.
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