The Trade Desk, Inc.

March 4, 2021

A refresher on Unified ID 2.0, the replacement for 3P cookies

By Vasily Karasyov

Read More >>

February 20, 2021

A year of positive catalysts is over, back to beat and raise now

By Vasily Karasyov

Read More >>

February 18, 2021

FIRST LOOK

By Vasily Karasyov

Read More >>

January 9, 2021

Market share gains accelerating; a positive catalyst ahead, reiterate Buy

By Vasily Karasyov

Read More >>

November 6, 2020

The only charts you need to see after Q3; reiterate BUY, raising PT to $878

By Vasily Karasyov

Read More >>

November 5, 2020

FIRST LOOK

By Vasily Karasyov

Read More >>

September 16, 2020

Unified ID 2.0: a primer and why it matters; plus a couple of data points

By Vasily Karasyov

Read More >>

August 7, 2020

Beat & raise is back; great results in a key quarter; reiterate BUY

By Vasily Karasyov

Read More >>

August 6, 2020

FIRST LOOK

By Vasily Karasyov

Read More >>

July 26, 2020

What will and what will not matter in the Q2 report

By Vasily Karasyov

Read More >>

July 1, 2020

A closer look at connected TV size, growth and advertising inventory sources

By Vasily Karasyov

Read More >>

June 2, 2020

A small group call with the CEO & CFO on June 9th

By Vasily Karasyov

Read More >>

May 9, 2020

Two surprises; reiterating Buy and raising price target to $380

By Vasily Karasyov

Read More >>

May 7, 2020

FIRST LOOK

By Vasily Karasyov

Read More >>

April 9, 2020

What it will look like: revenue under pressure and accelerated share gains; BUY

By Vasily Karasyov

Read More >>