Added to YB: 2025-08-18
Pitch date: 2025-08-14
TTD [neutral]
The Trade Desk, Inc.
-56.48%
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
$51.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
When Gravity Returns: Trade Desk’s 2Q25 and the End of Act I
TTD (earnings update): Revenue growth slowing: Q1 +25% → Q2 +19% → Q3 guide +14%. Despite strong Kokai platform (75% adoption), facing 3 constraints: Amazon's 1% DSP fee vs TTD's 12-15%, premium CTV/sports in walled gardens, and retailer-owned purchase data. Needs pricing model shift, premium inventory access, international JVs to avoid settling at mid-teens growth.
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