Posts on TTD

Latest ideas and analyses related to The Trade Desk Inc. Class A Common Stock

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TTD , IAS , AMZN , WMT , NFLX

+37 pts



Programmatic I/O: Favorable Tailwinds for TTD and IAS

By josiebe on May 31, 2022, 11:02 a.m.
Tagged topics: conference takeaways

Views: 17, Votes: 5, Responses: 0, Attachments: 1
TTD

+32 pts



Guidance Reiteration a Positive Marker for TTD and Adtech More Broadly

By potato on May 29, 2022, 11:22 p.m.
Tagged topics: Internet

Views: 11, Votes: 2, Responses: 0, Attachments: 1
TTD , SNAP

+33 pts



$TTD Guidance Reiteration a Positive Marker for TTD and #Adtech More Broadly

By josiebe on May 27, 2022, 10:27 a.m.
Tagged topics: analyst checks , adtech

Views: 109, Votes: 3, Responses: 0, Attachments: 1
SNAP , FB , GOOGL , TWTR , TTD , PUBM , IAS

+39 pts



$SNAP pre-announcement unlikely a competitive issue; analysts cut estimates across digital ads on broad slowdown

By labjordan on May 24, 2022, 11:59 a.m.
Tagged topics: analyst lowers estimates

Views: 126, Votes: 5, Responses: 0, Attachments: 1
TTD

+34 pts



$TTD Top 7 Takeaways from CEO

By phenphen on May 18, 2022, 10:57 p.m.
Tagged topics: management commentary

Views: 12, Votes: 2, Responses: 0, Attachments: 1
TTD

+38 pts



$TTD - caution warranted into Q1

By phenphen on May 9, 2022, 11:50 a.m.
Tagged topics: earnings preview

Views: 113, Votes: 4, Responses: 0, Attachments: 1
TTD , NFLX

+39 pts



$TTD - Ads on Netflix - Potential Big Positive for TTD

By puckerman17 on April 21, 2022, 1:01 p.m.
Tagged topics: digital advertising

Views: 171, Votes: 4, Responses: 0, Attachments: 1
TTD

+37 pts



$TTD - EU Exposure & Spending Guarantees at TTD

By labjordan on March 25, 2022, 1:38 p.m.
Tagged topics: analyst checks

Views: 31, Votes: 2, Responses: 0, Attachments: 1
TTD

+1 pts



Request for Tradedesk $TTD initiation report

By tvalerttelegram on March 3, 2022, 12:26 a.m.
Tagged topics: initiation report

Views: 29, Votes: 2, Responses: 0, Attachments: 0
TTD

+38 pts



$TTD - Most Catalyst in Digital Advertising

By labjordan on Feb. 17, 2022, 5:43 p.m.
Tagged topics: earnings results

Views: 29, Votes: 5, Responses: 0, Attachments: 1
TTD

+34 pts



$TTD - How 2022 can be the biggest year ever

By realjoe on Feb. 17, 2022, 1:40 p.m.
Tagged topics: earnings results

Views: 24, Votes: 2, Responses: 0, Attachments: 1
TTD

+38 pts



$TTD - Q4 benefiting from numerous tailwinds

By puckerman17 on Feb. 14, 2022, 2:36 p.m.
Tagged topics: earnings preview

Views: 32, Votes: 5, Responses: 0, Attachments: 1
ADTH , AMZN , ATY , CTV , DSP , DV , FB , GOOGL , MGNI , OB , PERI , ROKU , TBLA , TRMR , TTD

+61 pts



Why Every Portfolio Should Own AdTech in 2022

By labjordan on Feb. 14, 2022, 12:08 p.m.
Tagged topics: deep dive

Views: 222, Votes: 10, Responses: 1, Attachments: 1
TTD

+38 pts



$TTD - expect a solid end to the year

By labjordan on Feb. 11, 2022, 3:01 p.m.
Tagged topics: earnings preview

Views: 35, Votes: 5, Responses: 0, Attachments: 1
FB , PINS , TTD

+54 pts



$FB $PINS $TTD - deep dives

By josiebe on Feb. 1, 2022, 3:28 p.m.
Tagged topics: deep dive

Views: 82, Votes: 6, Responses: 1, Attachments: 3
GOOGL , FB , SNAP , PINS , TWTR , TTD , CDLX , IAS , PUBM , TRMR , PERI , DSP , EVER

+37 pts



Checks indicate solid digital ads growth through Q4; analysts most constructive on $GOOGL and $FB into results

By labjordan on Jan. 27, 2022, 10:42 a.m.
Tagged topics: digital advertising

Views: 158, Votes: 4, Responses: 0, Attachments: 2
TTD

+40 pts



$TTD - 5 reasons to be positive for 2022

By labjordan on Jan. 7, 2022, 1:23 p.m.
Tagged topics: buying opportunity

Views: 180, Votes: 4, Responses: 0, Attachments: 1
TTD , AMZN , GOOGL

+39 pts



$TTD - $AMZN advertising competes more with $GOOGL than TTD

By mooreideas on Dec. 2, 2021, 12:18 p.m.
Tagged topics: digital advertising

Views: 152, Votes: 7, Responses: 0, Attachments: 1
TTD

+43 pts



$TTD has years of 30% growth ahead, driven by Solimar, continued CTV traction, international growth, and UID 2.0

By labjordan on Nov. 9, 2021, 11:45 a.m.
Tagged topics: growth outlook , digital advertising , secular growth , Solimar

Views: 200, Votes: 7, Responses: 0, Attachments: 5
TTD

+35 pts



$TTD Q3 looks to be a beat and raise, guidance likely still conservative

By labjordan on Nov. 8, 2021, 10:04 a.m.
Tagged topics: digital advertising , conservative guidance , earnings results , beat and raise

Views: 202, Votes: 5, Responses: 0, Attachments: 1