The Trade Desk (TTD, Neutral, $83 target) Quick thoughts ahead of Thursday’s Print
Ahead of Thursday PM’s earnings report, we review the set up for the stock, what to look for in the earnings release and listen for on the call, our top questions for management, potential positive and negative catalysts, and the top controversies and investment drivers for TTD, including:1. Chrome cookie opt-in is mixed for TTD, consumer opt-in rates to come into focus
2. NFLX marks latest walled garden win, could GOOGL ad tech case open YouTube?
3. How and when does retail media revenue ramp?
4. Will Harris-for-Biden change the trajectory of political ad spending?
The Trade Desk is a technology company for buyers of advertising. Through the company's self-service, cloud-based platform, ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats, including display, video, audio, native and social, on a multitude of devices, such as computers, mobile devices, and connected TV. The company's platform's integrations with data, inventory, and publisher partners provides ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces enable its customers to develop on top of the platform.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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