COMPANY
The Trade Desk
TTD:US
Primary coverage by Dan Salmon
Research
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ChatGPT Users & Engagement: 2 billion users in our 2030 Base CaseJuly 6, 2026 — Dan Salmon
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AI Ad Exec Call Recap: Cannes Takeaways, AWS vs TTD, ChatGPT Ads, META, etc.July 1, 2026 — Dan Salmon
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TTD vs META and the Two Demand-Side MarketsJune 17, 2026 — Dan Salmon
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FOXA + ROKU: Will META or TikTok get involved?June 15, 2026 — Dan Salmon
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TTD: Reiterate Sell as revenue decelerating, and gross spend is likely worseMay 7, 2026 — Dan Salmon
Events
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Jul
10InternetJuly 10, 2026 — VirtualHosted by Dan SalmonEvent Details -
Jul
9InternetJuly 9, 2026 — VirtualHosted by Dan SalmonEvent Details -
Jun
10InternetJune 10, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Mar
24InternetMarch 24, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Mar
20InternetMarch 20, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Feb
25InternetFebruary 25, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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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