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Stock impact report

The Trade Desk: Bound To Continue Breaking Investors' Hearts [Seeking Alpha]

The Trade Desk, Inc. - Class A (TTD) 
Last the trade desk, inc. - class a earnings: 2/27 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.thetradedesk.com
Company Research Source: Seeking Alpha
TTD's revenue growth is slowing, with CTV barely keeping pace with industry growth and walled gardens limiting addressable market expansion. Competitors like Amazon and Comcast offer near-zero take rates, threatening TTD's profitability and market share if it attempts to match pricing. TTD's aggressive buybacks are largely offset by stock compensation, raising concerns about capital allocation and the sustainability of shareholder returns. Richard Drury/DigitalVision via Getty Images Investment Thesis Since my first article on The Trade Desk ( TTD ) the share price has fallen sharply following disappointing results, driven by competitors increasing their market presence and creating hurdles for TTD. With irresponsible This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expre Show less Read more
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