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.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($2.4B)

静态数据（加载实时财务…）

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

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

googl

Programmatic advertising (Google DV360)

影响: main competitor but Trade Desk is independent

合作伙伴

Netflix, Inc.

Netflix ad inventory

影响: key CTV publisher

宏观与市场背景

IT / 소프트웨어行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 The Trade Desk, Inc. 的 AI 供应链分析。

企业信息

总部

Ventura, CA

成立时间

2009

员工人数

2,600

官网

thetradedesk.com

行业概况 — IT / 소프트웨어

行业新闻