The Trade Desk, Inc.
TTDleaderThe Trade Desk operates the largest independent demand-side platform (DSP) for programmatic advertising. Unlike Google or Meta, it is buyer-side only (no publisher inventory), making it trusted by agencies. CTV/streaming TV advertising is its fastest-growing channel.
Produkte & Umsatz
Umsatzanteil nach Produkt
Umsatzaufschlüsselung ($2.4B)
Statische Daten (Echtzeitfinanzen werden geladen…)
Segmentzusammensetzung und Hauptkunden
Produktdetails
Programmatic advertising platform allowing agencies and brands to buy digital ad inventory across CTV, web, audio, and mobile. $12.4B in managed spend.
AI-powered bidding optimization engine. UID2 is an open-source alternative to third-party cookies being adopted by publishers.
Lieferkettenbeziehungen
Wettbewerber
Makro- und Marktkontext
AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Nächste Katalysatoren
Aktuelle Nachrichten
KI-Analyse
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Unternehmensinformationen
Sektorübersicht — IT / 소프트웨어
SektornachrichtenAI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Hauptthemen
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
Nächste Katalysatoren
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)