COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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Tariff Impact Part III: The other shoe drops – lower estimates and targetsApril 23, 2025 — Dan Salmon
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TTD: Lower Estimates & TargetApril 23, 2025 — Dan Salmon
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Tariff Impact Part II: How will eComm & digital ads perform in a recession?April 22, 2025 — Dan Salmon
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Tariff Impact Part I: Downside Valuation & Stock ScenariosApril 4, 2025 — Dan Salmon
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Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitorsApril 3, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonEvent Details -
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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