Latest news with #TradeDesk
Yahoo
an hour ago
- Business
- Yahoo
The Trade Desk Transforms Digital Advertising With Deal Desk
The Trade Desk, Inc. TTD recently introduced Deal Desk, a cutting-edge innovation within its Kokai platform designed to enhance how advertisers and publishers manage one-to-one deals and upfront commitments. With artificial intelligence (AI) at its core, Deal Desk is poised to tackle the pressing issues of deal underperformance, lack of transparency and inefficient pacing in the programmatic advertising Deal Desk, The Trade Desk is reshaping how digital advertising deals are initiated, managed and optimized. Digital advertising deals between advertisers, publishers and inventory aggregators make up a significant portion of programmatic ad spending. However, many of these deals fall short due to limited transparency into impression quality and pacing. For the first time in the industry, Deal Desk uses advanced AI to give advertisers and publishers clear insights into how their deals are performing, enabling better campaign optimization. It also guides advertisers in exploring high-quality Internet inventory, whether in the open market or through premium platforms like the Sellers and Publishers 500 Plus. Deal Desk is set to enter beta testing in the third quarter of 2025. Deal Desk is a comprehensive suite of features designed to streamline and enhance every stage of a deal's lifecycle. Advertisers can now evaluate the health and performance of their deals through Deal Quality Scores. It empowers them to use these scores to determine whether a deal is delivering value compared to the open marketplace or premium supply publishers, Deal Desk provides the tools to create high-quality, transparent deal proposals. Using new APIs or an intuitive user interface, publishers can describe their inventory in detail with rich metadata and clearly defined terms. The same Deal Quality Scores that advertisers see are available to publishers, helping them understand market dynamics and make data-driven Desk automates the activation and prioritization of deals, shifting the focus from troubleshooting to strategic planning and performance optimization, thereby saving time and enhancing campaign outcomes. The built-in options for expansion and cancellation provide a new level of flexibility and mutual accountability. If a deal underdelivers, advertisers can easily incorporate more relevant inventory or choose alternatives. This ensures that campaign performance remains optimal, even when initial deal terms fall the first publishers to adopt Deal Desk is Disney, showcasing strong industry endorsement for the new offering. By collaborating with major players like Disney, TTD ensures that Deal Desk is developed not only with cutting-edge technologies but also with the real-world needs of advertisers and publishers at the forefront. More marketers are turning to Kokai to get better results and value from the open Internet. Deutsche Telekom has leveraged Kokai platform to grow its MagentaTV subscriber base. It used seed data from current customers and Kokai's AI tools to find the right new audiences and ad impressions across display and CTV. The results were strong—11 times more post-click conversions and 18 times better cost-efficiency. The Trade Desk price-consensus-chart | The Trade Desk Quote Deutsche Telekom now plans to expand its use of Kokai across additional campaigns. This progression is typical as clients transition from TTD's legacy platform, Solimar, to the more advanced, AI-powered Kokai. They begin with a limited number of pilot campaigns, observe significant performance improvements and subsequently adopt Kokai more broadly across their marketing all verticals, clients implementing Kokai are experiencing significant performance gains. On average, those who have transitioned to the platform have achieved a 42% reduction in cost per unique reach. Beyond traditional brand and reach metrics, Kokai is also delivering strong results on lower-funnel KPIs, including a 24% reduction in cost per conversion and a 20% cut in cost per performance improvements are enabling both new and existing clients to unlock additional budget for optimization and growth. Also, enhancements to TTD's data marketplace have improved the discoverability of third-party data, resulting in Kokai campaigns utilizing approximately 30% more data elements per impression. These combined efficiencies allow clients to reinvest more of their media spend into driving measurable rising economic uncertainty and trade tensions could hurt TTD, leading to tighter ad budgets. TTD noted that large global brands are already feeling the impact. If these challenges continue in the second half of 2025, programmatic ad demand and revenue growth could slow further. TTD currently carries a Zacks Rank #4 (Sell). Shares of the company have lost 22.5% in the past year against the Zacks Internet – Services industry's growth of 1.1%. Image Source: Zacks Investment Research Some better-ranked stocks from the broader technology space are Juniper Networks, Inc. JNPR, Arista Networks, Inc. ANET and Ubiquiti Inc. UI. JNPR presently sports a Zacks Rank #1 (Strong Buy), while ANET and UI carry a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks is leveraging the 400-gig cycle to capture hyperscale switching opportunities inside the data center. The company is set to capitalize on the increasing demand for data center virtualization, cloud computing and mobile traffic packet/optical convergence. Juniper also introduced new features within the AI-driven enterprise portfolio that enable customers to simplify the rollout of their campus wired and wireless networks while bringing greater insight to network operators. In the last reported quarter, it delivered an earnings surprise of 4.88%.Arista delivered a trailing four-quarter average earnings surprise of 11.82% and has a long-term growth expectation of 14.81%. Arista currently serves five verticals, namely cloud titans (customers that deploy more than 1 million servers, cloud specialty providers, service providers, financial services and the rest of the enterprise. It supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service effective management of its strong global network of more than 100 distributors and master resellers improved its visibility for future demand and inventory management techniques. In the last reported quarter, Ubiquiti delivered an earnings surprise of 33.3%. Its highly flexible global business model remains well-suited to adapt to the changing market dynamics to overcome challenges while maximizing growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Juniper Networks, Inc. (JNPR) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report The Trade Desk (TTD) : Free Stock Analysis Report Ubiquiti Inc. (UI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
4 days ago
- Business
- Yahoo
Trade Desk (NasdaqGM:TTD) Integrates Bell Media's First-Party Data Into Kokai Platform
In June 2025, the integration of Bell Media's marketing tools into The Trade Desk's (NasdaqGM:TTD) Kokai platform offered advertisers advanced data and audience-building features, with support for privacy-conscious targeting using UID2. This collaboration likely contributed positively to the firm's 28% price increase over the past month. Along with the robust integration news, The Trade Desk's positive first-quarter earnings and forward guidance announcements provided additional fundamental strength. The broader market also showed resilience, as evidenced by the S&P 500 reaching 6,000, indicating a supportive environment for the stock's upward trajectory. Buy, Hold or Sell Trade Desk? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The integration of Bell Media's tools into The Trade Desk's Kokai platform not only contributed to a recent 28% share price increase, it also underscores the company's strategic push toward AI and privacy-conscious advertising solutions. This initiative aligns with its broader goals of improving operational efficiency and deepening client relationships. Over the last five years, The Trade Desk delivered an impressive total return of 104.61%, highlighting its potential for long-term growth, although it recently underperformed the US media industry by showing 104.7% earnings growth compared to the industry's negative returns. The company's focus on AI and structural reorganization suggests a promising outlook for revenue and earnings enhancement. With analysts forecasting revenue growth of 17.8% annually and a profit margin increase from 16.1% to 20.4% over the next three years, the recent platform upgrades could act as a catalyst for achieving these targets. However, the company's current share price of US$55.63 remains at a 21.4% discount to the consensus price target of US$86.32, reflecting mixed analyst confidence and potential future uncertainties. Investors should weigh these forecasts against current market conditions to assess if the recent developments can sustain the company's favorable growth trajectory. Navigate through the intricacies of Trade Desk with our comprehensive balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGM:TTD. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
4 days ago
- Business
- Yahoo
Trade Desk (NasdaqGM:TTD) Integrates Bell Media's First-Party Data Into Kokai Platform
In June 2025, the integration of Bell Media's marketing tools into The Trade Desk's (NasdaqGM:TTD) Kokai platform offered advertisers advanced data and audience-building features, with support for privacy-conscious targeting using UID2. This collaboration likely contributed positively to the firm's 28% price increase over the past month. Along with the robust integration news, The Trade Desk's positive first-quarter earnings and forward guidance announcements provided additional fundamental strength. The broader market also showed resilience, as evidenced by the S&P 500 reaching 6,000, indicating a supportive environment for the stock's upward trajectory. Buy, Hold or Sell Trade Desk? View our complete analysis and fair value estimate and you decide. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. The integration of Bell Media's tools into The Trade Desk's Kokai platform not only contributed to a recent 28% share price increase, it also underscores the company's strategic push toward AI and privacy-conscious advertising solutions. This initiative aligns with its broader goals of improving operational efficiency and deepening client relationships. Over the last five years, The Trade Desk delivered an impressive total return of 104.61%, highlighting its potential for long-term growth, although it recently underperformed the US media industry by showing 104.7% earnings growth compared to the industry's negative returns. The company's focus on AI and structural reorganization suggests a promising outlook for revenue and earnings enhancement. With analysts forecasting revenue growth of 17.8% annually and a profit margin increase from 16.1% to 20.4% over the next three years, the recent platform upgrades could act as a catalyst for achieving these targets. However, the company's current share price of US$55.63 remains at a 21.4% discount to the consensus price target of US$86.32, reflecting mixed analyst confidence and potential future uncertainties. Investors should weigh these forecasts against current market conditions to assess if the recent developments can sustain the company's favorable growth trajectory. Navigate through the intricacies of Trade Desk with our comprehensive balance sheet health report here. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGM:TTD. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
7 days ago
- Business
- Yahoo
Cramer: Should've Told Investors To 'Pull The Trigger' On Trade Desk, Can't Believe 'How Low' Gentex Has Fallen
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On CNBC's 'Mad Money Lightning Round,' Jim Cramer said QXO, Inc. (NYSE:QXO) can go higher. 'Because it's Brad Jacobs [Chairperson of QXO]. He will not let it stay down here,' he added. As per recent news, QXO filed for the resale of 67.5 million shares of common stock by the selling stockholders on May 29. Gentex Corporation (NASDAQ:GNTX) is a very good company, Cramer said. 'I cannot believe how low it's gotten,' he added. Lending support to his choice, the company reported quarterly earnings per share of 42 cents on April 25, in line with the analyst consensus estimate. Revenues of $576.8 million (down 2% year over year) outpaced the street view of $571.97 million. Don't Miss: Start investing with eToro's CopyTrader — mirror top-performing traders with no management fees, and receive a $10 bonus when you deposit $100 today. Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — you can become an investor for $0.80 per share today. Cramer said although Energy Transfer LP (NYSE:ET) is an 'absolutely terrific' company, he prefers ONEOK, Inc. (NYSE:OKE) more. On the earnings front, Energy Transfer reported quarterly earnings of 36 cents per share on May 6, which missed the analyst consensus estimate of 37 cents per share. The company reported quarterly sales of $21.02 billion, which also missed the analyst consensus estimate of $21.54 billion. When asked about The Trade Desk, Inc. (NASDAQ:TTD), he said, 'I should have told people to pull the trigger after that one unfortunate quarter that Jeff Green had.' Trade Desk, on May 8, reported quarterly earnings of 33 cents per share, which beat the analyst consensus estimate of 25 cents. Quarterly revenue clocked in at $616.02 million, which beat the consensus estimate of $584.27 million and represents a 25.4% increase over revenue of $491.25 million from the same period last year. Read Next: Nancy Pelosi Invested $5 Million In An AI Company Last Year — Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000. Invest Where It Hurts — And Help Millions Heal: Invest in Cytonics and help disrupt a $390B Big Pharma stronghold. Image created using photos from Shutterstock. Send To MSN: Send to MSN This article Cramer: Should've Told Investors To 'Pull The Trigger' On Trade Desk, Can't Believe 'How Low' Gentex Has Fallen originally appeared on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Sprinklr (CXM) Q1 Earnings: What To Expect
Customer experience software provider Sprinklr (NYSE:CXM) will be announcing earnings results tomorrow before market hours. Here's what to look for. Sprinklr beat analysts' revenue expectations by 1% last quarter, reporting revenues of $202.5 million, up 4.3% year on year. It was a very strong quarter for the company, with EPS guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' EBITDA estimates. Is Sprinklr a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Sprinklr's revenue to grow 3% year on year to $201.8 million, slowing from the 13% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.10 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Sprinklr has missed Wall Street's revenue estimates twice over the last two years. Looking at Sprinklr's peers in the sales and marketing software segment, some have already reported their Q1 results, giving us a hint as to what we can expect. The Trade Desk delivered year-on-year revenue growth of 25.4%, beating analysts' expectations by 7%, and AppLovin reported revenues up 40.3%, topping estimates by 7.3%. The Trade Desk traded up 18.4% following the results while AppLovin was also up 11.9%. Read our full analysis of The Trade Desk's results here and AppLovin's results here. There has been positive sentiment among investors in the sales and marketing software segment, with share prices up 7.9% on average over the last month. Sprinklr is up 6.7% during the same time and is heading into earnings with an average analyst price target of $10 (compared to the current share price of $8.24). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
