Group 1 - The Trade Desk is experiencing significant stock price declines, reaching multi-year lows not seen since June 2020, with consistent new 52-week lows as of January 20 [1] - The upcoming earnings report in early February 2026 is anticipated to potentially break the negative trend from the previous year, with analysts expecting approximately $841 million in revenue and $0.34 per share in earnings [2][4] - Despite the expected revenue growth, the market sentiment remains bearish, as the stock has fallen even after strong quarterly reports throughout 2025, indicating that numbers alone may not influence market reactions [4][5] Group 2 - The Trade Desk has undergone a leadership overhaul in 2025, appointing a new COO, CFO, and CRO, which investors will be monitoring for signs of a successful transition [6] - The company's international expansion is a key growth driver, with overseas deals contributing 13% of total revenue and growing faster than domestic sales, highlighting potential for long-term growth [7] - The Trade Desk's Unified ID 2 framework positions it as an alternative to major competitors like Alphabet, but the effectiveness of this strategy in a tight advertising budget environment remains to be seen [7]