COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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TTD’s First Big Miss: Our initial thoughts on possible reasonsFebruary 12, 2025 — Dan Salmon
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PINS #1 Question: F&B headwinds – could TTD be part of the answer?January 6, 2025 — Dan Salmon
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Ad Exec Call Recap: RDDT Drivers & TTD/AMZN/GOOGL Ad Tech IntegrationsDecember 20, 2024 — Dan Salmon
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TTD: Upgrade to Neutral (+ Some Thoughts on Ventura)November 25, 2024 — Dan Salmon
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Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and the role of CloudsNovember 21, 2024 — Dan Salmon
Events
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Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jan
18 -
Jan
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