Added to YB: 2025-05-14
Pitch date: 2025-05-09
TTD [neutral]
The Trade Desk, Inc.
-70.42%
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
$75.08
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 Q1 2025 Earnings Analysis
TTD (earnings update): Q1 rev $616M (+25.5% YoY) beat est by 7.1%, EPS $0.33 beat by 32%. CTV largest channel (high-40s% share). 2/3 clients adopted Kokai AI platform, seeing -42% cost/reach, -24% cost/conversion. OpenPath boosted publisher revenue 39-97%. Q2 guide $682M (+16.6%) missed by -0.6%. SBC/rev up to 21%.
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