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The Trade Desk, Inc. (TTD)

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95,89+0,67 (+0,70%)
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  • T
    Tobin
    $APPS conversation
    An amazing Investor presentation today by the team at Digital Turbine where they shared several gold nuggets including their new "Shake to Convert" technology, which is really slick. If you have time, you should check out the demonstration where a Domino's add pops up on the TV with a $5 coupon if you shake your phone. Simply amazing technology that will be highly sought after from marketing companies looking to maximize the conversion rate of their spend with key customers.

    They also shared their 3-5 year projection for revenue and EBITDA, which are $4B in revenue and $1B of EBITDA. During the Q&A section, Bill mentioned that they were conservative about the performance of their new products and the impact they will have on future revenue and therefore, were not a key driver in the revenue estimate.

    For perspective, $TTD made ~$300M of EBITDA in the last twelve trailing months and currently trades at a market cap of ~$44B. Can you imagine what the market cap of $APPS would be if it puts up $1B of annualized EBITDA?

    Digital Turbine also created an iOS product, which could help to drive some market share in that largely untapped areas.

    It also sounds like International growth is being pursued and should be accelerated with the existing connections that the team from Fyber have.

    However, the most exciting update for me was their update on Single Tap, which is going to be a monster for them. They project annualized revenue of $1B in the next 18 months, which will come by growing existing customers from 12 to 150. The Digital Turbine team did a great job and this will be really exciting to watch play out over the next few years.
  • R
    Ray
    $TTD conversation
    As expected, $TTD works like a well oiled $making machine, I look forward to the call.
    "Fourth Quarter 2021 outlook summary:
    Revenue at least $388 million
    Adjusted EBITDA approximately $175 million"
  • A
    ARKS
    $TSLA and $TTD are my least worried task. 100% conviction that this will go super high in the years to come! Never have to track the business
  • R
    Rob R.
    $TTD conversation
    $TTD to announce Quarterly result Monday November 8th BMO
  • R
    Rob R.
    $TTD conversation
    Tonight is steak and lobster night ....long $TTD
  • R
    Ray
    $ROKU conversation
    My sodium joke (see below) of the day is that our board treasure nutcase Steven-O jumps up and down with $TTD jump -because he owns 20 shares of TTD - significantly more than 4.5 shares of $ROKU he is supposedly still holding.
  • T
    Tom
    $PUBM conversation
    All in, today earnings will beat expectations no doubt. Look at $TTD
  • A
    Al
    Snap Inc.
    @CathieDWood
    Are you buying the dip?
    $SNAP $FB $GOOG $TTD
  • R
    Rob R.
    $TTD conversation
    $SNAP comments taking down $TTD. Jeff Green already addresses the Apple issues
  • K
    Kevin
    $TTD conversation
    After the $MGNI slaughter, I wonder how how many people shorted $TTD. Ouch.
  • s
    sam
    $TTD conversation
    AndrewF. 9 days ago
    $TTD conversation
    Sam still needs the price to go back into the upper 60s to make all the money back from the puts he bought. Let him celebrate and drink himself into oblivion.

    LMAO.... seems its there!! although I sold calls in the $80, lil cupcake...
  • s
    sam
    $TTD conversation
    V. 7 days ago
    $TTD conversation
    For me is time to buy and hold for few years.

    and now he's asking if its a good time to buy..... 7 days ago he said he already did that! LMAO.... you kids are hilarious....
  • s
    sam
    $TTD conversation
    sam. 3 days ago
    $TTD conversation
    Sams, .....Companies will cut advertising when they don't have any product to sell. The Supply Chain disaster that Dementia Joe has created is worse than people think... I've been talking to a lot of big retailers the last few days.... Went to a major grocery chain also.... they are out of everything!! Hard goods the same. cars, motors, boats, Massive chip shortage that effects more products than you think.... I believe it will effect TTD also... companies will slash ad budgets if they can't get product.... Of course, we have boy Mayor Pete, Bidens selection for transportation Secretary on the job! OOPS! Nope, he's been on paternity leave!!...LMAO... can't make this stuff up... Seems he and his husband had a baby, so all these tankers and container ships will have to sit in the harbor, I guess.... GL with TTD.... I sold some at $82.55 and sold some calls to hedge the rest of my long position......

    And little William and mexigro said it was a stupid post!! The SNAP CEO said exactly the same thing..... eat some crow you illiterate rubes!
  • T
    Tom
    $TTD conversation
    Interesting new article today on TTD and it also mentions ACUIF (AcuityAds). Given both are buy-side dsp and ACUIF now has illumin and will also be moving to the NASDAQ it seems that the article is really talking about both stocks. Unlike TTD, ACUIF is still a small cap with lots of room to multiply this year, probably by summer. Anyone who loves TTD should also check out ACUIF if you have not done so already, it's getting ready to fly again. GLTA to all #TTD #ACUIF

    https://ca.finance.yahoo.com/m/f2e9a565-7250-3568-8b37-81a79345c2ca/the-trade-desk-stock-tripled.html
    The Trade Desk (NASDAQ: TTD), the leading demand-side platform (DSP), racked up a gain of 208%, as the company wowed investors with its ability to deliver strong growth even in one of the worst advertising environments in memory. The Trade Desk was
    The Trade Desk (NASDAQ: TTD), the leading demand-side platform (DSP), racked up a gain of 208%, as the company wowed investors with its ability to deliver strong growth even in one of the worst advertising environments in memory. The Trade Desk was
    ca.finance.yahoo.com
  • W
    Windmill
    $AT.TO conversation
    To those people who are worried about Google's Cookies Policy, you really don't have to worry, as a owner of a web development/design company, all websites can contain cookies, in which can still be fetched by $AT $MGNI $TTD they still can still work with companies like hotmail, facebook, and other social media website/apps to fetch the necessary information needed to give users relative ads. Yes this maybe a little bit of a set back but in reality these companies are more likely already in contact with these other websites/apps.

    Once the tech sector is back up and everything stabilizes you will notice this stock will definitely go up as well. Everyone is just in panic mode, especially due to covid. If you are a long term investor, you will definitely see a nice return months down the road. Best thing you can do for yourself is don't keep watching this stock all day or you will continue to worry.
  • R
    Ray
    $ROKU conversation
    Anyone saw the interview Laura Martin did with Charles Payne yesterday? She said ad names (their revenues directly correlated with GDP) are actually good places to hide when inflation goes up and also touched a lot names she likes $MGNI (1'20" and 2' marks -reiterated buy), $TTD and others. She particularly called $ROKU (2'50" mark) a good buy and a less volatile stock going forward
    Google "Roku, fuboTV could be good buys for the average investor: Internet analyst"
    https://video.foxbusiness.com/v/6253904459001#sp=show-clips
    Needham & Company senior internet analyst Laura Martin shares her outlook for the stock market and gives advice on investing.
    Needham & Company senior internet analyst Laura Martin shares her outlook for the stock market and gives advice on investing.
    video.foxbusiness.com
  • M
    Money313
    $MGNI conversation
    $TTD head of strategic partnerships comments about MGNI

    "As connected TV becomes a more significant part of advertisers’ media plans, we applaud Magnite for instituting Unified Decisioning that unlocks more premium video inventory and deeper insights into available supply," said Jon Tabak, General Manager, Strategic Partnerships, The Trade Desk. "The industry continues to grow together to make the TV marketplace more transparent and efficient for buyers and sellers amidst the generational shift of consumers from linear TV to CTV."

    https://finance.yahoo.com/news/magnite-introduces-open-beta-ctv-130000816.html
  • A
    Appanage
    $TTD conversation
    Yahoo Finance said $TTD was overvalued at 249 last week and now it says near fair value at 266. Doesn't look like the best selling point for their premium service.
  • J
    J
    $TTD conversation
    $TTD check out our beauty of an investment...research and listen to earnings report today at Magnite's website under Press Release. We welcome all diamond hands :) or those who want to just make money...it's ok.
    Get in while you can... under 60 still but ready to continue our run up 2021 and beyond. Working with $TTD and positioned to lead. Join the party next door. $MGNI
  • J
    John D
    $ATY conversation
    One of us here? Bravo, touche' and kudos!

    Tom Gardner
    @TomGardnerFool
    What’s an underserved and underrated major trend for the next 10+ years?

    I’ll start.

    Remote work.

    Thad J Ackerman
    @realTJTennis
    ·
    46m
    Replying to
    @TomGardnerFool
    Programmatic Advertising. $TTD is the leader, but platforms like illumin from AccuityAds $ATY are on their way to not only make the most efficient use of advertising dollars, but shrink the difference between the marketers and the tech folks (illumin's drag-and-drop interface)