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'Cautious' Ahead of TTD Earnings: New Clients & Ad Revenue Sluggish

'Cautious' Ahead of TTD Earnings: New Clients & Ad Revenue Sluggish

Schwab Network · Schwab Network

August 7, 20257m 29s

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Show Notes

The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future growth. Andy talks about his "mixed" view on the stock heading into earnings and explains what he wants to hear from management on the conference call.


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