The Motley Foolยท2025-07-24 07:55Group 1: The Trade Desk - The Trade Desk operates the largest independent demand-side platform (DSP) for digital advertising, recognized for its growth and innovation [4] - The company maintains a strong position in connected TV and retail advertising due to its independent business model, avoiding conflicts of interest seen in companies like Alphabet and Meta Platforms [5] - In Q1, The Trade Desk reported a revenue increase of 25% to $616 million and non-GAAP earnings rose 27% to $0.33 per diluted share, with a customer retention rate above 95% [6] - Wall Street estimates adjusted earnings growth at 12% annually through 2026, with a median target price of $90 per share, indicating a potential 10% upside from the current price of $82 [7] Group 2: Pure Storage - Pure Storage specializes in enterprise data storage products, particularly known for all-flash arrays that utilize flash memory for speed and reliability [9] - The company has been ranked as a leader in primary storage platforms by Gartner for 11 consecutive years and has a high net promoter score of 82, indicating strong customer satisfaction [10] - In Q1, Pure Storage's revenue increased 12% to $778 million, but non-GAAP operating margin fell by four percentage points, and non-GAAP earnings dropped 9% to $0.29 per diluted share [11] - Wall Street expects adjusted earnings to grow at 19% annually through January 2027, with a median target price of $70 per share, suggesting a 25% upside from the current price of $55 [7][13]