COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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TTD: Sizing the Revenue Impact of the Expanded DIS PartnershipMarch 20, 2024 — Dan Salmon
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AI + Ads Speaker Recap: RDDT, TTD, AMZN (+), GOOGL (-). Feedback on META and CRTO tooMarch 15, 2024 — Dan Salmon
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Ad Exec Speaker Recap (GOOGL, TTD, META, etc.): Public Ad Tech benefits from 3P cookie deprecation, as sub-scale privates get culledMarch 5, 2024 — Dan Salmon
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CALL SLIDES - US Internet Policy: Everywhere but Congress – Understanding Big Tech’s Global Policy Risk in 1Q24February 20, 2024 — Matt Perault, Blair Levin and Dan Salmon
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TTD 4Q23 Model Update (Neutral, target to $80 from $67)February 19, 2024 — Dan Salmon
Events
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Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jan
18 -
Jan
05