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The Trade Desk(TTD) - 2025 Q2 - Earnings Call Presentation
2025-08-07 21:00
Financial Performance & Growth - The Trade Desk's 2024 revenue reached $2.445 billion[7,12], with adjusted net income of $832 million[7,12] and adjusted EBITDA of $1.011 billion[7,12] - The company's gross spend increased from $5.52 billion in FY2015 to $12.041 billion in FY2024[10,12] - Revenue grew from $114 million in FY2015 to $2.445 billion in FY2024[7,11], representing a significant increase over the years - Q2 2025 revenue was $694.039 million, compared to $584.550 million in Q2 2024[112] - Adjusted EBITDA for Q2 2025 was $270.755 million, compared to $241.897 million for Q2 2024[118] Market & Strategy - The open internet represents a $935 billion+ market[18] - Approximately 88% of The Trade Desk's spend was in North America in 2024, while about 12% was international[91] - Connected TV (CTV) is the company's largest and fastest-growing channel[111], reaching over 120 million households and 90 million CTV devices[82] Key Initiatives - The company is focused on Connected TV, shopper marketing, global expansion, and UID2[98] - The Trade Desk emphasizes objectivity, independence, and transparency[97]