Back to top

Image: Bigstock

Bear of the Day: The Trade Desk (TTD)

Read MoreHide Full Article

The Trade Desk ((TTD - Free Report) ) is a $27 billion provider of a digital advertising platform that allows customers to dynamically and  "programmatically" buy ad space across all mediums and channels, from targeted website pop-ups to real-time sports streaming events.

Through a self-service, cloud-based platform, ad buyers create, manage and optimize data-driven digital advertising campaigns which includes display, video, audio, native and social, on a multitude of devices, such as computers, mobile devices and connected TV.

The "programmatic" part is how The Trade Desk allows ad buyers access to their pool of consumer data and create automatic campaigns to secure optimal ad space around the clock.

This was a company I had high hopes for a few years ago, calling them the "CME of Advertising" for their distributed model that threatened the "walled gardens" of Google and Facebook.

I always enjoyed the Jeff Green conference calls for his visionary takes on the future of content and dynamic advertising. From Wikipedia...

Jeffrey Terry Green is an American billionaire businessman, who co-founded AdECN, a demand-side advertising platform, which was acquired by Microsoft in 2007. Following two years at Microsoft, Green left to co-found buy-side digital advertising platform The Trade Desk, of which he is chairman and CEO.

Earnings on May 8: Low Expectations Are Primed for Any Positive Surprises from Team Green

This digital ad platform operator is expected to post quarterly earnings of $0.25 per share in its upcoming report, which represents a year-over-year change of -3.9%. This consensus is down from $0.32 in the past two months.

And full-year 2025 EPS estimates have dropped over 10% in the same period.

Revenues are still expected to be strong at $574.27 million, up 16.9% from the year-ago quarter.

But the Zacks Rank focuses on EPS revisions to gauge the direction and magnitude of profit momentum.

To learn more about why TTD has a -9.45% Zacks Earnings ESP (Expected Surprise Prediction), see this article:

Earnings Preview: The Trade Desk (TTD - Free Report) Q1 Earnings Expected to Decline


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


The Trade Desk (TTD) - free report >>

Published in