Revenue distribution by industry:

• Media and Entertainment: 40%
• Retail: 25%
• Technology: 15%
• Automotive: 10%
• Other: 10%

TOP 3 markets:

• USA: 55%
• Europe: 25%
• Asia-Pacific: 15%

The Trade Desk, Inc. generates the majority of its revenue from the media and entertainment industry, which is due to the strong demand for programmatic advertising in this sector. Retail and the technology industry also contribute significantly to revenue as companies in these areas increasingly rely on digital advertising solutions.

Geographically, the US market is the largest and most important for The Trade Desk, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they offer a high concentration of advertisers and advanced digital infrastructure.

Production Sites: No physical production facilities

The Trade Desk, Inc. is a technology company specializing in digital advertising platforms. It does not produce physical products, but offers a cloud-based platform for programmatic advertising. This platform is provided through software development and IT infrastructure operated in data centers and via cloud services.

The company focuses on the development and maintenance of its software solutions, supported by a global team of engineers and IT specialists. Therefore, the physical locations are more offices and development centers distributed across various countries to serve the global customer base.

Revenue Growth: 25% (estimated 2024)
Investments in Technology: 150 million USD (2024)

The Trade Desk, Inc. pursues a growth strategy that heavily relies on technological innovation and expanding its platform capabilities. A key component of this strategy is the continuous investment in advanced technologies such as artificial intelligence and machine learning to enhance the efficiency and effectiveness of their advertising platform.

Additionally, the company is focusing on international expansion, particularly in emerging markets, to attract new customers and deepen existing partnerships. The exploration of new geographic markets is intended to be supported by strategic alliances and partnerships with local players.

Another focus is on expanding the range of data-driven advertising solutions to meet the evolving needs of advertisers. The Trade Desk is also investing in the development of tools that provide enhanced measurability and transparency in advertising effectiveness to maximize the value of their services for customers.

Commodities/Materials: No specific commodities

Import countries: Not applicable

The Trade Desk, Inc. is a technology company specializing in providing a platform for programmatic advertising. Unlike manufacturing companies, The Trade Desk does not require physical commodities or materials for its core business operations. Instead, the company focuses on software development and data analysis.

Since The Trade Desk does not manufacture physical products, there are no specific commodities or materials that need to be imported. However, the company may procure services or software solutions from various countries to support its platform, but these do not fall under traditional commodity imports.

Market share: 10% in the programmatic advertising market (2024, estimate)
Revenue growth: 23% (2024)
EBITDA margin: 30% (2024)

The Trade Desk, Inc. has established itself as a leading provider in the field of programmatic advertising. With an estimated market share of 10% in 2024, the company demonstrates a strong presence in a rapidly growing market. The revenue growth of 23% in 2024 highlights the company's ability to solidify and expand its market position.

A key competitive advantage of The Trade Desk lies in its advanced technology platform, enabling advertisers to conduct precise audience targeting and optimized advertising campaigns. The high EBITDA margin of 30% also demonstrates the efficiency and profitability of the company.

Additionally, The Trade Desk benefits from a broad customer base and strong partnerships that further enhance its market position. Continuous investment in research and development secures the company a technological edge over competitors.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions in the last quarter (estimated as specific data for 2025 is missing)

The institutional investor share at The Trade Desk, Inc. is traditionally high, indicating the trust of large investment funds and institutional investors in the company's business model and growth prospects.

Insider transactions, such as purchases or sales of stocks by executives or directors, are an indicator of management's confidence in the company's future development. There have been no significant insider transactions in the last few quarters, which could suggest a stable assessment of the company's development by management.

Market share of The Trade Desk, Inc.: 10% (estimated, 2025)

Top competitors and their market shares:

1. Google (Alphabet Inc.): 30%
2. Meta Platforms, Inc. (formerly Facebook): 25%
3. Amazon Advertising: 15%
4. The Trade Desk, Inc.: 10%
5. Adobe Advertising Cloud: 8%
6. Verizon Media (formerly Yahoo): 5%
7. Snap Inc.: 4%
8. Twitter (X Corp.): 3%

The Trade Desk, Inc. has established itself as a significant player in the programmatic advertising sector. Their market share of approximately 10% demonstrates a strong presence, especially when compared to dominant giants like Google and Meta.

The moat of The Trade Desk mainly lies in their specialized technology platform, enabling advertisers to conduct precise and efficient campaigns. Their independence from major tech companies provides an advantage as they can operate more neutrally and avoid conflicts of interest.

However, compared to larger competitors like Google and Meta, who have extensive data sets and integrated platforms, the moat of The Trade Desk is less pronounced. These companies benefit from their extensive user base and associated data, giving them a significant competitive edge.

In summary, The Trade Desk holds a respectable position in the market but must contend with the data and resource strength of larger competitors. Their advantage lies in specialization and independence, which can be crucial in an increasingly privacy-conscious environment.

Revenue Growth: 23% (2024) Profit Growth: 18% (2024) Market Share in Programmatic Advertising: 10% (2024)

The Trade Desk, Inc. recorded strong revenue growth of 23% in 2024, driven by increasing demand for programmatic advertising and expansion into international markets. The company has continuously improved its technology platform to enable advertisers to target audiences more effectively.

The 18% profit growth in the same year shows that The Trade Desk is not only able to increase its revenue but also operate efficiently and keep costs under control. This indicates solid operational performance and a sustainable business model.

With a 10% market share in the programmatic advertising sector, The Trade Desk holds a strong position in a growing market segment. Ongoing innovation and expansion of product offerings could further strengthen the company in the coming years.

Overall, these factors suggest that The Trade Desk could be a promising investment, especially for investors interested in the long-term development of the digital advertising industry.

Dividend payment: None (as of 2025)

The Trade Desk, Inc. has not distributed any dividends to its shareholders so far. The company typically reinvests its profits in the growth of the business, especially in technology development and market expansion.

As The Trade Desk operates in the technology sector, it is not uncommon for such companies to not pay dividends but rather focus on growth and innovation. Investors who invest in The Trade Desk often do so because of the potential for stock price appreciation rather than dividend yield.