COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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TTD 1Q24 Model Update: Remain sidelined as valuation reflects current growth algorithmMay 13, 2024 — Dan Salmon
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TTD: Quick Thoughts after the CallsMay 8, 2024 — Dan Salmon
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TTD: Quick thoughts ahead of Wednesday’s PrintMay 7, 2024 — Dan Salmon
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TTD: Sizing the Revenue Impact of the Expanded DIS PartnershipMarch 20, 2024 — Dan Salmon
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AI + Ads Speaker Recap: RDDT, TTD, AMZN (+), GOOGL (-). Feedback on META and CRTO tooMarch 15, 2024 — Dan Salmon
Events
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Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jan
18 -
Jan
05