The Trade Desk – Identity Headwinds & Strategic Growth Initiatives – 24 November 2021

  • Public Equity
  • TMT
  • Global


Former Director at The Trade Desk Inc


  • Operating environment for The Trade Desk (NASDAQ: TTD) – programmatic adoption trends through budget expansion and new client adoption
  • Identity headwinds – impact of IDFA (Identifier for Advertisers) and eventual third-party cookie deprecation
  • Competitive differentiation vs Google's (NASDAQ: GOOG) DV (Display & Video) 360 and Amazon (NASDAQ: AMZN) DSP (Demand-side Platform) – market share evolution
  • Strategic initiatives update – Solimar, Walmart (NYSE: WMT) integration and Unified ID 2.0
  • Outlook for 2022 and beyond – margin expectations and downside risks


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