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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

Show full summary:
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)