COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
-
TTD: Three steps back to a premium valuation (+10K model update)February 23, 2025 — Dan Salmon
-
TTD’s First Big Miss: Our initial thoughts on possible reasonsFebruary 12, 2025 — Dan Salmon
-
PINS #1 Question: F&B headwinds – could TTD be part of the answer?January 6, 2025 — Dan Salmon
-
Ad Exec Call Recap: RDDT Drivers & TTD/AMZN/GOOGL Ad Tech IntegrationsDecember 20, 2024 — Dan Salmon
-
TTD: Upgrade to Neutral (+ Some Thoughts on Ventura)November 25, 2024 — Dan Salmon
Events
-
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonEvent Details -
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
5
