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

產品與營收

產品營收佔比

營收結構 ($2.4B)

靜態數據（加載即時財務…）

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

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

競爭對手

googl

Programmatic advertising (Google DV360)

影響: main competitor but Trade Desk is independent

合作夥伴

Netflix, Inc.

Netflix ad inventory

影響: key CTV publisher

宏觀與市場背景

IT / 소프트웨어行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 The Trade Desk, Inc. 的 AI 供應鏈分析。

企業資訊

總部

Ventura, CA

成立時間

2009

員工人數

2,600

官網

thetradedesk.com

行業概況 — IT / 소프트웨어

行業新聞