Added to YB: 2025-02-20
Pitch date: 2025-02-18
TTD [neutral]
The Trade Desk, Inc.
-53.99%
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
$79.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
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)