Added to YB: 2025-02-20
Pitch date: 2025-02-18
TTD [neutral]
The Trade Desk, Inc.
-72.12%
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 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
$79.66
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: Stumble or Sea Change?
TTD (overview): Q4 revenue miss (22% YoY) ends 8-year streak. Kokai rollout delays, walled garden competition, retail media rise pose challenges. CTV opportunity, partnerships (Disney, Netflix) offer hope. Key watch: Kokai adoption, margins, revenue growth, partnerships, int'l expansion. Long-term bet on open internet vs short-term gains.
Read full article (5 min)