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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Продукты и выручка

Доля выручки продукта

Структура выручки ($2.4B)

Статические данные (загрузка финансов…)

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

Структура сегментов и ключевые клиенты

Подробности продукта

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.

Связи цепочки поставок

Конкуренты

googl

Programmatic advertising (Google DV360)

Влияние: main competitor but Trade Desk is independent

Партнёры

Netflix, Inc.

Netflix ad inventory

Влияние: key CTV publisher

Макро- и рыночный контекст

IT / 소프트웨어Новости сектора

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

Предстоящие катализаторы

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

AI-анализ

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Информация о компании

Штаб-квартира

Ventura, CA

Основана

2009

Сотрудники

2,600

Веб-сайт

thetradedesk.com

Обзор сектора — IT / 소프트웨어

Новости сектора