The Trade Desk, Inc.
February 15, 2023
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…
February 15, 2023
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…
February 4, 2023
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…