u/investorinvestor · 12d agono track record yet
TTD: Reminds me of META 2022
TTD's near-term revenue slowdown (3% YoY, negative Q3 guidance) mirrors Meta's 2022 trough but masks strong underlying momentum in core growth drivers: JBP contracts growing 38% YoY, CTV and audio growing double-digits, and international markets (EMEA, APAC) expanding 30% YoY. The company's structural fundamentals remain intact with $1T TAM and significant international upside ahead.
At post $13.57Now $14.02+3.3% since postedas of Sep 8, 4:31 PM ET
1d—
3d+1.1%
1w+6.3%
1m—
3m—
6m—
1y—