The Trade Desk, Inc.


February 15, 2023

Decoupling continues

By Vasily Karasyov

Q1 guidance once again shows that (i) TTD is operating and gaining share in the pocket of the connected TV market that has decoupled from the direct sold ad spend some time ago and continues…

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February 15, 2023

FIRST LOOK

By Vasily Karasyov

Q4 revenue are softish by TTD standards but guidance for Q4 revenue is much better than we expected and ahead of the consensus. Most likely explanation, in our view, is strength in connected TV as…

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February 4, 2023

The consensus may be misreading the signals about Q1

By Vasily Karasyov

We believe the current consensus expectations for Q1 revenue may prove to be too optimistic. As we explain below, our reading of the signals from the company and the industry since the Q3 report suggest…

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November 9, 2022

FIRST LOOK

By Vasily Karasyov

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November 9, 2022

All about the macro at this point

By Vasily Karasyov

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August 10, 2022

Clarity

By Vasily Karasyov

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August 9, 2022

FIRST LOOK

By Vasily Karasyov

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May 11, 2022

Waiting for fireworks

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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February 17, 2022

Now that the elephant left the room…

By Vasily Karasyov

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February 16, 2022

FIRST LOOK

By Vasily Karasyov

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February 3, 2022

A look at the sequence of events in FY22; BUY

By Vasily Karasyov

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