Key Takeaways The Trade Desk's international revenue growth outpaced North America, reaching 14% of total spend.Global CTV and retail media adoption are fueling TTD's expansion and higher returns on ad spend.The Kokai platform and OpenPath tools are driving efficiency, transparency and stronger client results.The Trade Desk, Inc. (TTD) is showing accelerating global momentum as international revenue growth outpaces its U.S. performance, underscoring the company’s success in expanding its footprint beyond it ...

According to the Interactive Advertising Bureau's recent report (IAB's 2025 Outlook Study September Update: A Snapshot of the Latest Ad Spend Trends, Opportunities, and Strategies for Growth), 91% of over 200 surveyed ad buyers reported concerns about tariffs affecting media budgets. Nearly 62% to 69% of ad buyers expect the auto, retail, and consumer electronics sectors to be hit hard by the tariffs. Many advertisers in these segments are already adjusting their spending strategies to balance costs.It is i ...

Today, I’m breaking down two companies that don’t look identical if you compare their business models directly, but investors often choose between the two as they are ultimately “eating” from the same “bowl”. Both Roku (I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim ...

Mumbai: For the longest time, India’s digital marketing industry has been dominated by two major rivals—Meta and Google. Most brands, large and small, cannot escape these two gated ecosystems for access to customers, their third-party data, and most importantly—their attention. With over ₹31,000 crore and ₹22,000 crore in annual advertisement revenue, respectively, Google and Meta cumulatively represent more than ₹50,000 crore of direct digital ad revenues; industry estimates place their dominance in this b ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Trade Desk.Looking at options history for Trade Desk (NASDAQ:TTD) we detected 10 trades.If we consider the specifics of each trade, it is accurate to state that 10% of the investors opened trades with bullish expectations and 70% with bearish.From the overall spotted trades, 5 are puts, for a total amount of $189,769 and 5, calls, for a total amount of $154,936.What's The Price Target?After evaluating the trading volumes and Open ...

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund remained unchanged in the third quarter (+0.22%), making the YTD returns through September 30, 2025, to +20.4% net of fees compared to the S&P 500’s +14.8% year-to-date gain. Over the past three years, the firm’s capital compounded at approximately +54.2% annually (net), delivering a +266% cumulative return — more than doubling the S&P 5 ...

The Trade Desk, Inc. (TTD), headquartered in Ventura, California, operates as a technology company. Valued at $26.4 billion by market cap, the company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns. The leading independent demand-side platform is expected to announce its fiscal third-quarter earnings for 2025 after the market closes on Thursday, Nov. 6. Ahead of the event, analysts expect TTD to repor ...

The Trade Desk, Inc. (NASDAQ:TTD) is among the overlooked AI stocks to buy now. On September 30, 2025, Guggenheim reiterated its ‘Buy’ rating on The Trade Desk, Inc. (NASDAQ:TTD), while cutting the price target to $55.00 from $75.00. This revision stemmed from the intensifying competition, primarily driven by Amazon’s demand-side platform (DSP). 2025 is the year of transition, the analyst noted, emphasizing the company’s launch of its Kokai platform, double-digit headcount growth, and new leadership, feat ...

We came across a bullish thesis on The Trade Desk, Inc. on Global Equity Briefing’s Substack by Ray Myers and Sergey. In this article, we will summarize the bulls’ thesis on TTD. The Trade Desk, Inc.'s share was trading at $50.73 as of October 14th. TTD’s trailing and forward P/E were 61.30 and 38.02 respectively according to Yahoo Finance. marketing Rawpixel.com/Shutterstock.com The Trade Desk (TTD) remains the leading independent force in programmatic advertising, anchored by its AI-driven Kokai platf ...

机构持仓 - Coatue Management持有The Trade Desk公司7192万美元的股份 占其13F投资组合总规模的0.20% [1] - 该股票入选了亿万富翁Philippe Laffont具有巨大上涨潜力的10支股票精选名单 [1][4] 产品创新 - 公司计划于2025年9月29日推出AI驱动的受众工具Audience Unlimited [2] - Audience Unlimited利用人工智能对数百家供应商的数据细分进行评分和选择 旨在使第三方数据更易获取、更经济且更有效 [2][3] - 该工具通过批量统一定价帮助广告商提高受众定位精度并降低成本 [2] - 公司同时发布了Koa Adaptive Trading Modes 为广告商提供Performance Mode和Control Mode两种灵活选择 [3] - Performance Mode使用AI动态优化广告活动 Control Mode允许在AI洞察下进行手动管理 [3] 公司业务与战略 - 公司通过其云端广告平台帮助买家规划、管理和衡量跨视频、展示广告、移动和流媒体渠道的数字广告活动 [4] - 创新举措旨在简化其Kokai平台上的广告活动优化并提升广告表现 [4]