Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about The Trade Desk (TTD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.The Trade Desk currently has an avera ...

The Trade Desk (TTD) reported first-quarter 2024 non-GAAP earnings of 26 cents per share, beating the Zacks Consensus Estimate by 18.18% and surging 13% year over year.Revenues of $491 million also surpassed the Zacks Consensus Estimate by 2.34%. The top line soared 28.2% year over year.North America represented about 87% of The Trade Desk’s third-quarter revenues and international represented about 13%.During first-quarter 2024, customer retention remained at more than 95%.In the Connected TV domain, The T ...

财务数据和关键指标变化 - 公司第一季度收入同比增长28%,增长加速 [6] - 公司第一季度调整后EBITDA为1.62亿美元,利润率33% [27] - 公司现金和短期投资余额为14亿美元,无债务 [31] - 公司第二季度预计收入至少5.75亿美元,同比增长约24% [32] 各条业务线数据和关键指标变化 - 连接电视(CTV)仍是公司最快增长的渠道 [7] - 零售媒体业务也保持强劲增长势头 [28] - 视频(包括CTV)占公司业务的中40%左右,移动占中30%左右,显示广告占个位数,音频占5%左右 [27][29] 各个市场数据和关键指标变化 - 北美市场占公司业务的88%,国际市场占12% [29] - 国际市场增速持续高于北美市场,连续5个季度如此 [29] 公司战略和发展方向及行业竞争 - 公司专注于开放互联网的优质内容,与大型内容提供商如迪士尼、NBC等建立深入合作 [7][15][16] - 公司的Kokai平台不断升级,帮助客户利用数据驱动购买,提高广告效果 [17][19][20] - 公司积极推广UID2等新兴身份认证技术,帮助广告主更精准定位受众 [8][19] - 公司看好开放互联网相比有围墙花园的优势,认为行业正经历重大变革 [10][11][12][24] 管理层对经营环境和未来前景的评论 - 管理层对公司业务前景表示乐观,认为公司有望在行业变革中脱颖而出 [25][33] - 管理层认为监管压力下,广告主更倾向于选择开放透明的平台,这有利于公司发展 [79][80] 问答环节重要的提问和回答 问题1 **Justin Patterson 提问** 询问CTV市场的发展趋势及公司的应对策略 [36] **Jeff Green 回答** 详细阐述CTV市场的变化,包括更多内容提供商拥抱程序化广告,以及公司在这一趋势下的机遇 [37][38][39][40][41][42][43][44] 问题2 **Shyam Patil 提问** 询问亚马逊推出广告支持版Prime Video对公司的影响 [40] **Jeff Green 回答** 分析亚马逊的广告业务存在的客观性问题,以及这对公司的影响 [43][44][45][46][47][48] 问题3 **Brian Fitzgerald 提问** 询问cookie退出时间线的延迟对行业的影响,以及对UID2的影响 [46] **Jeff Green 回答** 认为cookie退出时间线延迟给了开放互联网更多发展时间,有利于UID2等新兴身份技术的推广 [47][48][49]

公司服务对象 - 公司服务的对象包括出版商、销售商、内容所有者和数百家独立机构[2] - 公司服务的对象总数为2244家[4] 公司服务特点 - 公司提供的服务具有开源、安全、透明、独立、隐私保护、可控、互操作性和治理意识等特点[6] - 公司的服务具有44个特点[8]

The Trade Desk (TTD) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.18%. A quarter ago, it was expected that this digital-advertising platform operator would post earnings of $0.43 per share when it actually produced earnings of $0.41, delivering a surprise of -4.65%.Over the last ...

Exhibit 99.1 The Trade Desk Reports First Quarter 2024 Financial Results LOS ANGELES--(BUSINESS WIRE)--May 8, 2024--The Trade Desk, Inc. (“The Trade Desk,” the “Company” or “we”) (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced financial results for its first quarter ended March 31, 2024. “Q1 was a strong quarter for The Trade Desk as we delivered revenue of $491 million, accelerating growth to 28% year-over-year. Our outstanding performance to start the y ...

The Trade Desk (TTD) is set to release its first-quarter 2024 results on May 8.For the first quarter, the company expects revenues of at least $478 million, indicating growth of 25% year over year.The Zacks Consensus Estimate for the top line is currently pegged at $480.03 million, suggesting a 25.4% increase year over year.The consensus mark for earnings is estimated to be 22 cents per share, unchanged in the past 30 days. The company’s earnings beat the Zacks Consensus Estimate in three of the trailing fo ...

The most recent trading session ended with The Trade Desk (TTD) standing at $84.73, reflecting a +1.67% shift from the previouse trading day's closing. The stock's change was more than the S&P 500's daily gain of 1.02%. At the same time, the Dow added 0.4%, and the tech-heavy Nasdaq gained 2.03%.The digital-advertising platform operator's shares have seen a decrease of 4.67% over the last month, surpassing the Computer and Technology sector's loss of 5.32% and falling behind the S&P 500's loss of 3.15%.Mark ...

The Trade Desk (TTD) closed the most recent trading day at $82.05, moving +1.31% from the previous trading session. This change outpaced the S&P 500's 0.03% gain on the day. Elsewhere, the Dow gained 0.41%, while the tech-heavy Nasdaq added 0.12%.Coming into today, shares of the digital-advertising platform operator had gained 3.37% in the past month. In that same time, the Computer and Technology sector lost 0.55%, while the S&P 500 lost 0.9%.The investment community will be closely monitoring the performa ...

The Trade Desk (TTD) closed the latest trading day at $86.68, indicating a +0.99% change from the previous session's end. The stock outpaced the S&P 500's daily loss of 0.04%. On the other hand, the Dow registered a loss of 0.03%, and the technology-centric Nasdaq increased by 0.03%.The digital-advertising platform operator's shares have seen an increase of 5.2% over the last month, surpassing the Computer and Technology sector's gain of 4.26% and the S&P 500's gain of 2.57%.The investment community will be ...