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The Trade Desk, Inc. (TTD) operates a self-service, cloud-based ad-buying platform that enables clients to plan, manage, optimize, and measure data-driven digital advertising campaigns. The platform supports integrated campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social. TTD generates revenue primarily through platform fees based on a percentage of clients' total advertising spend, as well as from data and other value-added services and platform features.
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Ad-Buying Platform - Provides a comprehensive, self-service platform for planning, managing, optimizing, and measuring digital advertising campaigns across multiple formats and channels.
- Video - Includes Connected Television (CTV) and other video formats.
- Display - Offers traditional and programmatic display advertising options.
- Audio - Supports digital audio advertising across various streaming services.
- Digital-out-of-home - Facilitates advertising on digital billboards and other out-of-home digital displays.
- Native - Integrates advertising seamlessly into content environments.
- Social - Enables advertising on social media platforms.
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Value-Added Services - Offers additional data services and platform features to enhance advertising effectiveness and decision-making.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Jeff T. Green ExecutiveBoard | President, CEO, and Chairman | None | Co-founder of TTD, serving as President and CEO since 2009. Previously founded AdECN and held leadership roles at Microsoft. | View Report → |
Samantha Jacobson ExecutiveBoard | Chief Strategy Officer, Director | None | Joined TTD in 2021. Appointed Chief Strategy Officer in February 2022. Played a key role in advancing Unified ID 2.0. Appointed to the Board in January 2024. | |
Laura Schenkein Executive | Chief Financial Officer | None | Joined TTD in 2014. Held various financial leadership roles before becoming CFO in June 2023. Previously worked in financial planning and analysis. | |
Alexander Kayyal Board | Class I Director | Partner at Lightspeed Venture Partners | Appointed to TTD's Board in February 2025. Former Senior Vice President at Salesforce, where he led Salesforce Ventures and expanded its global investment footprint. | |
Andrea Cunningham Board | Class A Director | President of Cunningham Collective | Joined TTD's Board in January 2022. Founder of Cunningham Collective, specializing in marketing and branding strategies. | |
David B. Wells Board | Class A Director | Chairman at Wise PLC, Director at Hims & Hers Health, Inc. | Joined TTD's Board in December 2015. Former CFO of Netflix with expertise in financial planning and analysis. | |
Gokul Rajaram Board | Class A Director | Director at Coinbase and Pinterest | Joined TTD's Board in May 2018. Extensive experience in product leadership at DoorDash, Square, Facebook, and Google. | |
Kathryn E. Falberg Board | Class A Director | Director at Arcus Biosciences, Nuvation Bio, and Urogen Pharma Ltd. | Joined TTD's Board in August 2016. Former CFO of Jazz Pharmaceuticals and held senior roles at Amgen. | |
Lise J. Buyer Board | Lead Independent Director | Partner at Class V Group LLC | Joined TTD's Board in March 2019. Extensive experience in IPO consulting and leadership roles at Google, Tellme Networks, and Credit Suisse. |
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You mentioned missing your own expectations for the first time in 33 quarters due to "a series of small execution missteps;" can you provide specific examples of these missteps and explain how you're addressing them to prevent future occurrences?
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With the significant reorganization in December, including changes in reporting structure and streamlining client-facing teams, how do you plan to ensure that these internal changes won't disrupt your operations or hinder your ability to execute effectively in the near term?
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The rollout of Kokai has been slower than anticipated, with some clients still using Solimar; what challenges have you encountered in the transition, and what concrete steps are you taking to achieve 100% client adoption of Kokai this year?
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You've emphasized the need to hire more senior leadership, including potentially adding a COO, to improve operational efficiency; how will these additions impact your operating expenses and margins, and when do you expect to see tangible benefits from these hires?
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Given the anticipated modest increase in operating expenses leading to some deleverage in 2025, coupled with increased competition and market challenges, how confident are you in your ability to reaccelerate revenue growth and restore investor confidence?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company competes with divisions of large, well-established companies, which include this competitor, in the demand-side platform market. | |
The company faces competition from divisions of large, well-established companies, including this competitor, in the demand-side platform market. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Publicis Groupe | Not contracted at the holding-company level; TTD contracts with agencies | All | Represented 12% of TTD’s gross billings in 2023 and 11% in 2022 |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Sincera | 2025 | The Trade Desk agreed to acquire Sincera, a leading digital advertising data company, to integrate its tools into its platform and enhance supply chain transparency with the OpenPath initiative; the deal is subject to customary closing conditions and is expected to close in the first quarter of 2025. |
Technology Company | 2021 | The Trade Desk acquired a technology company in July 2021 for a GAAP purchase price of $17.8 million, which included 167,172 shares of Class A common stock, with the purchase price primarily allocated to goodwill ($11.4 million) and other technology assets, thereby strengthening its technology portfolio. |
Recent press releases and 8-K filings for TTD.
Trade Desk Appoints Vivek Kundra as COO
- Vivek Kundra has been appointed as Chief Operating Officer, effective March 31, 2025, to drive global operational excellence at Trade Desk.
- Kundra brings extensive experience from leadership roles at project44, Sprinklr, Salesforce, and as the U.S. Government's first Chief Information Officer, positioning him to support the company’s growth objectives.
- The appointment includes significant compensation components, with a base salary of $600,000, a signing bonus of $600,000, and equity awards targeting $12.5 million in value.