Added to YB: 2026-02-27
Pitch date: 2026-02-26
TTD [neutral]
The Trade Desk, Inc.
-9.74%
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
$9.4B
Pitch Price
$23.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.93
P/E
22.32
EV/Sales
2.96
Sector
Media
Category
growth
The Trade Desk (TTD) | Data Seeds
TTD (update): Seeds = first-party data segments from brands' CRM/purchase histories uploaded to Kokai platform. Every campaign requires seed → drives relevance scoring, Quality Reach Index, AI lookalikes. Flywheel deepens switching costs as optimization history accumulates. Case studies: 84% lower CPA (Sky), 11x conversions (Telekom), 276% higher conversion (Luxury Escapes). Kokai avg: 27% lower CPA vs Solimar. Seeds enable CTV targeting via UID2 where cookies fail. Audience Unlimited monetizes seeds at 3.3-4.4% impression costs. Independence lets TTD get brand data competitors can't access due to conflicts. Earnings today.
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