以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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The Trade Desk
14 atoms · 跨 5 天 · 首见 2026-04-16 · 最近 2026-06-03
三色: 🟦 fact 9 · 🟥 take 5 · stance ▲2/▼6/◆1
来源: X 14
时态: fresh:13 · stale:1
标签: 好数字:7 · 好观点:5 · 好信源:3
叙事 (narrative) (4)
- 2026-06-03 · 市盈率
The Trade Desk at 9x earnings
tags: 好数字 · → daily
value: qty=9x
- 2026-05-28 · 市场份额面临被围墙花园AI媒体工具侵蚀风险
Walled gardens’ AI-based media tools pressuring TTD's position as only one link in the ad supply chain.
tags: 好观点 · → daily
- 2026-05-28 · 市场份额面临亚马逊折价程序化购买侵蚀风险
Amazon’s discounted programmatic buys pressuring TTD's position as only one link in the ad supply chain.
tags: 好观点 · → daily
- 2026-05-28 · 市场份额面临广告代理自建代理购买平台侵蚀风险
Agencies building agentic buying platforms and going more direct with SSPs pressuring TTD.
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-05-28 · Rothschild预计将出现市场占有率下降或佣金率压缩
Rothschild expects market share loss and/or take-rate compression that is not yet reflected in consensus.
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-28
[老旧] · 被Rothschild Redburn初始评级为卖出
Rothschild Redburn initiated The Trade Desk at Sell with an $11 price target, implying ~50% downside.
tags: 好数字·好观点 · → daily
value: qty=11 · direction=downside ~50% · date=2026-05-28
事实 (fact) (8)
- 2026-05-07 · Q1 2026 营收
Q1 was another strong quarter for The Trade Desk, with revenue growing to $689 million, representing 12% year-over-year growth
tags: 好数字 · → daily
value: qty=$689 million · date=Q1 2026
- 2026-05-07 · Q1 2026 净利润
2026年Q1净利润: $40 million
tags: 好数字 · → daily
value: qty=$40 million · date=Q1 2026
- 2026-05-07 · Q1 2026 调整后EBITDA
2026年Q1调整后EBITDA: $206 million
tags: 好数字 · → daily
value: qty=$206 million · date=Q1 2026
- 2026-05-07 · Q1 2026 非GAAP每股收益
2026年Q1非GAAP每股收益: $0.28
tags: 好数字 · → daily
value: qty=$0.28 · date=Q1 2026
- 2026-05-07 · 营收未达预期
Trade Desk earnings miss
tags: 好信源 · → daily
- 2026-05-07 · 盘后股价变动
$TTD: -14% AH
tags: 好数字 · → daily
value: qty=-14% · direction=下跌
- 2026-06-01 · appointed CFO
The Trade Desk has appointed Nate Olmstead as CFO. He becomes the company’s fourth finance chief in roughly a year and will join on July 9, reporting to CEO Jeff Green.
tags: 好信源 · → daily
value: date=2026-07-09
- 2026-04-16 · 近期股价表现
AppLovin、The Trade Desk、Criteo近期均有明显反弹
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-03 ·
narrative · 市盈率 · → daily
- 2026-06-01 ·
fact · appointed CFO · → daily
- 2026-05-28 ·
position · 被Rothschild Redburn初始评级为卖出 · → daily
- 2026-05-28 ·
narrative · 市场份额面临被围墙花园AI媒体工具侵蚀风险 · → daily
- 2026-05-28 ·
narrative · 市场份额面临亚马逊折价程序化购买侵蚀风险 · → daily
- 2026-05-28 ·
narrative · 市场份额面临广告代理自建代理购买平台侵蚀风险 · → daily
- 2026-05-28 ·
forecast · Rothschild预计将出现市场占有率下降或佣金率压缩 · → daily
- 2026-05-07 ·
fact · Q1 2026 营收 · → daily
- 2026-05-07 ·
fact · Q1 2026 净利润 · → daily
- 2026-05-07 ·
fact · Q1 2026 调整后EBITDA · → daily
- 2026-05-07 ·
fact · Q1 2026 非GAAP每股收益 · → daily
- 2026-05-07 ·
fact · 营收未达预期 · → daily
- 2026-05-07 ·
fact · 盘后股价变动 · → daily
- 2026-04-16 ·
fact · 近期股价表现 · → daily
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