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Added to YB: 2025-08-12

Pitch date: 2025-08-08

TTD [neutral]

The Trade Desk, Inc.

-31.9%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$53.80

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 Q2 2025 Earnings Analysis

TTD (earnings update): Revenue $694M (+18.6% YoY), beat est 1.5%. CTV largest/fastest channel (high-40s% of spend). Margins declined (EBITDA 39%, -2.3pp YoY) on AI/product investments. EPS $0.41 missed by 2.4%. Kokai adoption 75%, showing +43% reach, -73% CPA gains. Q3 guide $717M (+14.2% YoY). FCF margin up 7.1pp to 16.9%.

Read full article (7 min)