SAN FRANCISCO, Feb. 14, 2025 /PRNewswire/ -- The Trade Desk, Inc. (NASDAQ: TTD), a prominent advertising technology firm, has aggressively promoted the "massive benefits" of its next-generation Kokai platform, suggesting robust early performance and hinting at further growth. These recent pronouncements, which included claims of "already seeing the results of Kokai performance today" and being "just getting started," now face scrutiny following the company's first revenue miss in 33 quarters. The discrepanc ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, META either through stock ownership, options, or other derivatives. I wrote this articl ...

While The Trade Desk (NASDAQ: TTD ) is an investor favorite and an extremely strong company, its post-COVID valuation has left the stock treading water for a number of years. In particular, the company continues to go through periods of excessive investorRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identif ...

Core Viewpoint - The Trade Desk, Inc. has faced scrutiny after reporting its first revenue miss in 33 quarters, raising questions about the accuracy of its optimistic statements regarding the Kokai platform's performance and rollout [1][4]. Group 1: Company Performance - The Trade Desk reported fourth-quarter 2024 revenue of $741 million, which was below its own guidance of "at least" $756 million [4]. - Executives acknowledged that the Kokai platform's rollout was slower than anticipated, indicating ongoing efforts to understand customer needs [4]. Group 2: Market Reaction - Following the earnings report, Trade Desk's stock price dropped by over 30%, resulting in a loss of more than $18 billion in market capitalization in a single trading day [5]. Group 3: Legal Investigation - Hagens Berman, a shareholder rights firm, has initiated an investigation into possible violations of U.S. securities laws by Trade Desk, focusing on potential misrepresentations regarding the Kokai platform [2][6]. - The investigation aims to determine if the company misled investors about the performance and rollout of Kokai, and whether it was aware of the slower rollout than publicly stated [6].

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Shares of advertising-technology (adtech) company The Trade Desk (TTD -32.02%) got smashed on Thursday after the company reported financial results for the fourth quarter of 2024. As of 10 a.m. ET, The Trade Desk stock was down a staggering 31% and it suddenly finds itself down 40% from its 52-week high.What happened in Q4?In Q4, The Trade Desk's revenue of $741 million came in below management's guidance and analysts' expectations, which is rare for this company. Founder and CEO Jeff Green highlighted the ...

Core Viewpoint - The Trade Desk Inc. is under investigation by Block & Leviton for potential securities law violations following a significant drop in its stock price after disappointing Q4 and full-year 2024 financial results [1][2]. Financial Performance - The Trade Desk reported Q4 revenue of $741 million, which is below the previously projected revenue of "at least" $756 million from the November 7, 2024 earnings call [2]. Investor Eligibility - Investors who purchased The Trade Desk common stock and experienced a decline in share value may be eligible to participate in the investigation, regardless of whether they have sold their shares [3]. Investigation Details - Block & Leviton is examining whether The Trade Desk committed securities law violations and may pursue legal action to recover losses for affected investors [4]. Next Steps for Investors - Investors who have incurred losses are encouraged to contact Block & Leviton for further information on potential recovery options [5]. Whistleblower Information - Individuals with non-public information about The Trade Desk are invited to assist in the investigation or report to the SEC under the whistleblower program, with potential rewards for original information leading to successful recovery [6]. Firm Reputation - Block & Leviton is recognized as a leading securities class action firm, having recovered billions for defrauded investors and representing many top institutional investors [7].

CHONGQING, CHINA - FEBRUARY 9: In this photo illustration, the Trade Desk logo is displayed on a ... [+] smartphone screen in front of a stock chart showcasing The Trade Desk's financial performance, advertising technology trends, programmatic advertising growth, and global digital marketing developments on February 9, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesTrade Desk (NASDAQ: TTD)—a digital ad technology company that assists businesses in purchasing digital ads ...

Financial Data and Key Metrics Changes - Total spend on the platform exceeded $12 billion, with revenue surpassing $2.4 billion, reflecting a nearly 26% year-over-year growth [7][76] - Adjusted EBITDA for the year was over $1 billion, with free cash flow exceeding $630 million [7][76] - Q4 revenue was $741 million, representing a 22% year-over-year increase, but fell short of expectations for the first time in 33 quarters [74][75] Business Line Data and Key Metrics Changes - Video, including CTV, accounted for a high-40s percentage share of the business, while mobile represented a mid-30s percentage share [77] - Display made up a low-double digit percent share, and audio represented around 5% of total spend [77] - Growth was broad-based across verticals, particularly in Automotive, Shopping, and Technology & Computing [79] Market Data and Key Metrics Changes - North America represented about 88% of spend, while international markets accounted for approximately 12% [78] - International growth outpaced North America for the eighth consecutive quarter, with strong CTV growth in international regions [78] Company Strategy and Development Direction - The company is recalibrating for future growth, emphasizing internal effectiveness and scalability, and restructuring client-facing teams [14][16][100] - A focus on Joint Business Plans (JBPs) is being prioritized, as they grow 50% faster than the rest of the business [19][62] - Investments in AI and improvements in the supply chain are key initiatives to enhance product offerings and operational efficiency [25][44] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a series of small execution missteps led to missing expectations, but emphasized the long-term growth opportunity remains intact [12][75] - The company is optimistic about 2025, citing strong growth drivers such as the shift to CTV, enhanced measurement through retail data, and international expansion [89][90] - Management believes that the opportunity in the open internet is larger than previously anticipated, and they are committed to capturing market share [29][126] Other Important Information - The company announced the acquisition of Sincera, aimed at improving the supply chain for the open internet [23][43] - A significant reorganization was implemented to clarify roles and responsibilities within the company [14][15] Q&A Session Summary Question: What went wrong in Q4 where expectations were missed? - Management acknowledged missing their own expectations due to a series of small execution missteps while preparing for future growth [92][94] Question: How did external factors like the political environment and GDP impact results? - Management noted that while the environment was not ideal, they had navigated similar challenges before and still outperformed [108][111] Question: What is the potential for sustaining a 20% plus compound growth rate? - Management expressed confidence in reaccelerating growth by focusing on improving the supply chain, growing CTV and audio, and enhancing product offerings [120][126]