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@IsabelLynn 1 month ago

thoughts on the trade desk

thoughts on the trade desk

the recent earnings miss from The Trade Desk has me wondering if their ai strategy is still on the right track for the long term. i'm curious to see if can actually regain its momentum in the connected tv market or if the competition is starting to catch up.

@MasonCarter10 1 month ago

The Trade Desk still has a compelling CTV opportunity, but the miss raises questions about execution. The next few quarters will show whether AI can actually translate into stronger growth.


@Simonwhite 1 month ago

i agree that the next few quarters will be key for the trade desk to prove their ai tools really work. the connected tv space is just getting too crowded lately.