The Trade Desk, Inc.

TTDleader

The 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.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.4B)

Datos estáticos (cargando finanzas en tiempo real…)

Platform Revenue (gross profit-like) (100%)

Composición de segmentos y clientes principales

Detalles del producto

Trade Desk Demand-Side Platform (DSP)96%

Programmatic advertising platform allowing agencies and brands to buy digital ad inventory across CTV, web, audio, and mobile. $12.4B in managed spend.

Koa AI & UID24%

AI-powered bidding optimization engine. UID2 is an open-source alternative to third-party cookies being adopted by publishers.

Relaciones en la Cadena de Suministro

Competidores

googl

Programmatic advertising (Google DV360)

Impacto: main competitor but Trade Desk is independent

Socios

Netflix, Inc.

Netflix ad inventory

Impacto: key CTV publisher

Contexto macro y de mercado

IT / 소프트웨어Noticias del sector

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Próximos catalizadores

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Últimas noticias

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Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de The Trade Desk, Inc. impulsado por IA.

Información de la Empresa

Sede Central

Ventura, CA

Fundación

2009

Empleados

2,600

Sitio Web

thetradedesk.com

Estado del sector — IT / 소프트웨어

Noticias del sector