The Trade Desk(TTD)
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The Trade Desk(TTD) - 2023 Q4 - Earnings Call Presentation
2024-02-16 06:21
合作伙伴 - 公司的合作伙伴包括出版商、卖家和内容提供商[2] 平台特点 - 公司的平台具有开源、安全、透明、独立、隐私保护和可控制的特点[5] - 公司的平台具有互操作性和独立治理[5]
Trade Desk shares soar on revenue beat and strong guidance
CNBC· 2024-02-16 06:07
The Trade Desk业绩表现 - The Trade Desk股价在发布强劲第一季度业绩预测和超过收入预期后上涨了18%[1] - 第四季度销售额比去年同期增长了23%,净收入增长了37%[2] - The Trade Desk预计第一季度销售额至少为4.78亿美元,超过分析师预期[3] - 公司董事会批准了6.47亿美元的额外股份回购,将未来回购总额提高至7亿美元[4]
Trade Desk's stock roars as earnings forecast crushes expectations
Market Watch· 2024-02-16 05:43
Trade Desk Inc. shares were soaring in Thursday’s extended session as the advertising-technology company easily cleared the bar with its forecast for the current quarter. The company models at least $478 million in revenue for the first quarter, along with about $130 million in adjusted earnings before interest, taxes, depreciation and amortization (Ebitda). Analysts were modeling $451 million in revenue as well as $113 million in adjusted Ebitda. Shares... Master your money. Subscribe to MarketWatch. ...
The Trade Desk(TTD) - 2023 Q4 - Annual Report
2024-02-15 00:00
广告业务风险 - 公司必须定期吸引新客户并鼓励现有客户增加广告库存购买量[80] - 公司需不断创新和做出正确的投资决策,以吸引和保留广告客户,否则收入和运营结果可能下降[82] - 公司的主要收入来源于通过平台进行程序化广告购买,如果市场发展速度慢于预期,公司的业务、增长前景和财务状况可能受到不利影响[84] - 公司所处市场竞争激烈,可能无法成功与现有或未来竞争对手竞争[85] - 公司的当前和潜在竞争对手可能拥有比公司更多的财务、技术、营销等资源,这可能使他们能够更多地投入于产品和服务的开发、推广、销售和支持[86] - 公司的收入增长可能不会与平台支出同步增长,这可能反映出公司业务和增长前景的不利变化[84] - 公司必须保持吸引人的广告库存,否则收入可能下降,增长可能受阻[90] 安全和隐私风险 - 公司允许客户利用API与平台和相关产品进行交互,这可能导致中断或安全漏洞,对公司的业务、财务状况和运营结果产生负面影响[94] - API的使用增加了系统和用户的安全和运营风险,包括入侵攻击、数据窃取或拒绝服务攻击[95] - 扩展我们的产品,可能导致更大的安全漏洞,需要继续投资于技术和安全服务,设备和专业知识[96] - 运营、性能和内部控制问题可能对我们的业务、财务状况和运营结果产生不利影响[97] - 面临各种不断演变的网络安全风险,可能导致服务中断或被视为不安全,进而失去客户和遭受声誉损害[98] - 未经授权访问用户、客户或第三方提供商数据,或平台或相关服务遭到破坏,可能导致服务中断或被视为不安全[99] - 美国和欧洲的数据隐私法规对公司的运营和数据处理产生影响[103] - GDPR对控制者和处理者的数据保护义务进行了加强,并提供了访问和删除等权利[103] - 未来可能面临欧盟对数据跨境转移机制的不确定性,可能导致无法合法跨境传输个人数据[104] 法律和政策风险 - 政治广告法规的变化可能对公司的广告库存和需求产生负面影响[106] - 第三方控制对设备或用户的唯一标识符的访问,如果受到限制,公司的广告服务可能受到影响[108] - 公司可能面临来自政府或自律机构的调查,诉讼和声誉损害,导致运营成本增加[107] - 公司的广告收入可能受到法律或第三方限制的影响,包括对使用Cookie、设备标识符等的限制[109] - Google计划在2024年停止支持第三方Cookie,可能对广告生态系统产生不确定性和影响[110] - 行业自律标准和最佳实践可能导致公司受到负面宣传,政府调查或诉讼[107] - 公司需适应不断变化的隐私义务,可能需要大量资源和支出,影响业务[105] - 公司面临着来自隐私法规和技术变化的风险,可能会影响广告平台的业务[112] 公司运营风险 - 公司的声誉和业务受到广告客户和库存供应商的信任的影响,需要提供可信赖的服务[113] - 公司需要不断努力防范欺诈行为和恶意内容,以保护客户和自身的品牌声誉[115] - 全球COVID-19大流行对公司的业务、财务状况和运营结果产生了负面影响[117] - 公司的快速增长可能会带来资源、基础设施和运营质量方面的压力,需要有效管理增长[118] - 公司的未来成功取决于关键员工的努力和吸引、雇佣、留住和激励高技能员工的能力[121] - 公司面临着长销售周期的挑战,难以准确预测新客户获取和收入产生的时间[122] - 公司面临与付款相关的风险,包括来自广告代理商和客户的付款争议,可能对业务和财务状况产生不利影响[123] - 公司业绩波动可能导致未来业绩难以预测或低于分析师和投资者的预期[124] - 公司面临的业绩波动因素包括需求变化、竞争产品和服务的价格变化、数据和第三方服务的价格变化、客户群体和平台变化、广告预算分配变化等[124] - 公司未来收入、成本和支出的预测能力有限,未能达到分析师和投资者的预期可能导致股价下跌[126] - 公司需提供充分的客户培训和支持,否则业务和声誉将受损[126] 国际业务风险 - 公司国际业务扩张可能面临额外成本和经济风险,影响业务、财务状况和业绩[131] - 公司国际业务扩张带来的风险包括本地广告市场、法律法规合规、运营执行风险、地缘政治和社会因素、价格结构和支付货币风险、知识产权保护等[133] - 公司国际业务可能导致重大运营费用,且可能不成功,面临违反国际法律法规的风险[134] 公司治理风险 - 公司设立了董事会,董事会可确定董事人数并填补任何空缺和新设立的董事职位[154] - 董事会被分为三个类别,任期为三年,只能因为原因而被免职[154] - 需要超过半数的投票才能修改公司章程和章程中的某些规定[154] - 授权发行“空头支票”优先
The Trade Desk (TTD) to Report Q4 Earnings: What's in Store?
Zacks Investment Research· 2024-02-13 02:06
The Trade Desk (TTD) is set to release its fourth-quarter 2023 results on Feb 15.For the fourth quarter, the company expects revenues of at least $580 million, indicating growth of 18% year over year.The Zacks Consensus Estimate for the top line is currently pegged at $582.19 million, suggesting an 18.64% increase year over year.The consensus mark for earnings is estimated to be 42 cents per share, indicating 10.53% growth from the figure reported in the year-ago quarter.The company’s earnings beat the Zack ...
Is The Trade Desk Stock a Buy in 2024?
The Motley Fool· 2024-02-12 00:33
The Trade Desk (TTD 1.62%) has been a runaway success for investors, having delivered a mind-blowing 379% return over the last five years.But can the company repeat its stock performance in 2024? I will try to answer that question below, helping investors decide whether the stock is a buy now. The Trade Desk is a solid companyThe Trade Desk's solid stock market return is not without reason. It has been one of the most consistent high-growth stocks, increasing revenue more than tenfold from $114 million to $ ...
The Trade Desk (TTD) Beats Stock Market Upswing: What Investors Need to Know
Zacks Investment Research· 2024-02-07 07:51
The Trade Desk (TTD) closed the most recent trading day at $68.60, moving +1.63% from the previous trading session. The stock outperformed the S&P 500, which registered a daily gain of 0.23%. At the same time, the Dow added 0.37%, and the tech-heavy Nasdaq gained 0.07%.Shares of the digital-advertising platform operator have depreciated by 2.16% over the course of the past month, underperforming the Computer and Technology sector's gain of 11.06% and the S&P 500's gain of 5.3%.Investors will be eagerly watc ...
Is It Worth Investing in The Trade Desk (TTD) Based on Wall Street's Bullish Views?
Zacks Investment Research· 2024-02-02 23:31
券商推荐评级 - 投资者通常在做出股票的买入、卖出或持有决定之前,会参考华尔街分析师的推荐[1] - The Trade Desk目前的平均券商推荐评级(ABR)为1.50,根据28家券商公司实际推荐(买入、持有、卖出等)计算得出。1.50的ABR介于强烈买入和买入之间[2] - 在28个推荐中,有21个是强烈买入,两个是买入。强烈买入和买入分别占所有推荐的75%和7.1%[3] 投资决策 - 券商推荐趋势显示应购买The Trade Desk,但仅凭此信息做出投资决定可能不明智。多项研究表明,券商推荐在引导投资者选择具有最佳价格增长潜力的股票方面成功有限或根本没有成功[4]
The Trade Desk Announces Date of Fourth Quarter and Fiscal Year 2023 Financial Results and Conference Call
Businesswire· 2024-01-25 06:03
LOS ANGELES--(BUSINESS WIRE)--The Trade Desk, Inc. (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced that it will release financial results for the fourth quarter and fiscal year ended December 31, 2023 after the market closes on Thursday, February 15, 2024. The Trade Desk will host a webcast and conference call to discuss fourth quarter and fiscal year financial results at 2:00 P.M. Pacific Time. Webcast and Conference Call Details When: February 15, 20 ...
The Trade Desk (TTD) Surpasses Market Returns: Some Facts Worth Knowing
Zacks Investment Research· 2024-01-24 07:56
In the latest market close, The Trade Desk (TTD) reached $70.18, with a +1.14% movement compared to the previous day. The stock exceeded the S&P 500, which registered a gain of 0.29% for the day. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, added 0.43%.Heading into today, shares of the digital-advertising platform operator had lost 5.5% over the past month, lagging the Computer and Technology sector's gain of 3.67% and the S&P 500's gain of 2.08% in that time.The investment community w ...