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This stock will dominate streaming for years to come

August 9, 2023

The digital landscape has evolved dramatically over the past decade. One of the most significant shifts we've witnessed is the transition from traditional TV to streaming.

And amidst this seismic shift, one company stands out from the crowd: The Trade Desk (TTD).

Understanding The Trade Desk

Before we dive deep into TTD's exceptional growth and success, it's essential to grasp what TTD actually does. In the simplest terms, TTD is a digital advertising platform that allows advertisers to manage and optimize their campaigns across various channels efficiently.

The world has long moved past the times when advertisers blindly placed ads, hoping they'd reach the right audience.

TTD's platform uses sophisticated algorithms to ensure that ads reach their desired audiences with pinpoint accuracy.

Think of it as an auction house for digital ads. Every time you load a webpage, a rapid auction takes place in milliseconds to decide which ad you'll see. TTD is the mastermind behind such auctions, leveraging vast amounts of data to make these decisions.

Companies like Roku (ROKU), with their extensive user base and streaming services, are a goldmine for advertisers.

TTD acts as a bridge between advertisers and platforms like Roku.

While Roku provides the space, TTD ensures that the right ad fills that space, targeting the viewer with content that aligns with their preferences and browsing habits.

Roku’s recent blowout earnings report furthers our confidence that the streaming space is a phenomenal place to be, and that the appetite for TTD’s ad solutions is only getting larger.

This synergy enhances the user experience while also maximizing the advertisers' ROI.

Traditional TV vs. Streaming: The Future Is Clear

It is evident that streaming isn't just a trend – it's the future.

In 2015, a mere 9% of viewers consumed content exclusively through streaming. Fast forward to 2023, and that number has skyrocketed, with over a quarter of viewers bypassing traditional TV entirely.

How TTD Capitalizes on This Shift

TTD has proven itself a darling for our LikeFolio members. Over the past 8 months, we've issued three bullish alerts, and the results speak for themselves: a staggering 97.75% gain.

With the company reporting after the bell today and boasting a score of +20, the momentum is palpable. What's driving this success?

An impressive 20% YoY surge in website traffic and the successful launch of the AI-driven Kokai media buying platform.

Customer Satisfaction: A Telling Indicator

As with any company, the real litmus test lies in customer satisfaction. LikeFolio data provides a rosy picture for TTD.

Over the past year, consumer happiness shot up by 6 points.

Happy customers today? That's growth tomorrow.

 

The AI Revolution

What sets TTD apart in the ad-tech space? A foresighted approach to leveraging Artificial Intelligence. Before AI was even a mainstream term, TTD had integrated it into their ecosystem.

Koa, their AI engine, scours the vast expanses of the internet, processing over 600 billion daily queries to offer insights that advertisers dream of.

Taking it a step further, TTD recently unveiled Kokai.

This digital media buying powerhouse harnesses deep learning, handling a whopping 13 million advertising impressions every second. It's a game-changer, assisting advertisers in making split-second decisions to get the best bang for their buck.

 

A Look at the Numbers

Last quarter, TTD's performance was nothing short of stellar. With revenues up 21% YoY, reaching $383M, and an EPS growth of 10%, it's clear they're outpacing the broader digital ad market.

A fleeting dip in the stock was quickly rectified, and the company continues to post high customer retention rates – a consistent trend over the past nine years.

Wrapping Up

With high institutional ownership standing at 70% and growing expectations, TTD's trajectory looks promising, both in the short and long term.

As the world transitions further into the streaming age, TTD's unique offerings and unwavering commitment to innovation position it as a clear winner in the ad-tech space.

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