COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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Ad Tech CEO Lunch Recap: +ve for Amazon DSP, -ve for TTD, mixed for APPOctober 6, 2025 — Dan Salmon
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TTD: 10x voting shares extended, but non-exec support swings from 3:1 For to 3:1 AgainstSeptember 22, 2025 — Dan Salmon
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AMZN/TTD: Amazon DSP adds SIRI access. SPOT seems likely to follow. Quick thoughts on TTD impact.September 17, 2025 — Dan Salmon
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TTD: Near-term focus on the Auto vertical & Special Meeting 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
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
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Jan
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