COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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TTD: Near-term focus on the Auto vertical & AGM for dual class share extensionAugust 20, 2025 — Dan Salmon
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TTD: Continued revenue deceleration is squeezing the multipleAugust 7, 2025 — Dan Salmon
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Ad Tech CEO Lunch Recap: +ve for AMZN , META, GOOGL, ROKU, -ve for NFLX, TTD, APP, WMT/VZEOJuly 16, 2025 — Dan Salmon
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US Internet: The most important announcements from Cannes (META, AMZN, TTD, PINS, RDDT, GOOGL, SNAP)June 20, 2025 — Dan Salmon
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AMZN/TTD Part II: CTV footprint in focus; AI ad tool updates overlookedJune 18, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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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