TTD faces challenges due to slower platform adoption and competitive pressures, but strong demand in CTV and key partnerships offer growth potential.
In this video, I will cover updates regarding The Trade Desk (TTD 3.00%) and its recent earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.
The Trade Desk plummeted 55% after missing Q4 revenue expectations, showing slowing growth at 22.3% versus consistent 25%+ previously. CEO cited "small execution missteps" during Kokai platform transition and the company's largest-ever reorganization in December. Despite setbacks, The Trade Desk maintains 95%+ customer retention, processed record $12B in ad spend in 2024, and holds strong financial position.
The Trade Desk is a leading SaaS company, with an advertising platform could capture a huge chunk of non-GOOG/META advertising spend in the coming decade. The stock is down considerably over the last three months, due to a weak revenue guide coinciding with the broader market selloff. We think this significant dip represents a massive opportunity for investors, despite the potential risks.
Shares of The Trade Desk (TTD 2.31%) are down nearly 50% since the start of 2025. And investors aren't used to seeing this.
The Trade Desk (TTD -2.34%) stock is crashing in 2025, but that could be an opportunity for long-term investors.
It's been a challenging year for investors in The Trade Desk's (TTD -1.57%) stock. Just two months into 2025, the stock fell by some 40% as it failed to meet investors' expectations in the recent earnings release.
"Be fearful when others are greedy and greedy when others are fearful."
Shares of The Trade Desk (TTD -2.99%) plunged 40.8% lower in February 2025, according to data from S&P Global Market Intelligence. The digital advertising expert's fourth-quarter report fell short of Wall Street's revenue targets on Feb. 12, raising questions about the company's growth prospects.
Advertising on digital media has been around for a while, but The Trade Desk is a leader in a hot emerging part of it. It's the top independent demand-side platform. So it works for advertisers, not media publishers. And having no axe to grind, TTD helps clients advertise anywhere. TTD works all over the internet, but does most of its business with Connected TV (streaming). Ads here are growing well, as TTD makes it better than on old-time TV.
When a proven, top-performing company sees its stock fall by a large amount, it could be an opportunity. After all, Warren Buffett once said, "The best thing that happens to us is when a great company gets into temporary trouble.
On Feb. 12, The Trade Desk (TTD -4.48%) announced its fourth-quarter results, and by some measures, it was another strong report, with revenue up 22% year over year. But the company's revenue of $741 million also fell short of the $758 million analysts expected, and the stock plunged in response.