- 本站在幹嘛?歡迎參考〈追蹤股票名單、寫作方向和專欄架構〉一文;美股投資新手必讀:〈寫給美股新手的投資階梯〉。
- 加入免費的Discord群組接收科技成長股新聞資訊、並獲得最新文章通知,另外還有公開的Telegram群組討論美股,和臉書粉絲專頁。
- 所有付費訂閱讀者,都可申請加入專屬的TG群組。除了我之外,群裡面也有很多高手不時分享和討論投資想法,集思廣益。申請辦法詳見這篇。
- 關於我對The Trade Desk(TTD)的基本看法,可在索引檔案找到。

The Trade Desk(TTD)發布完最新這份2022Q3財報後,股價反應很有趣,盤前和開盤初段,一度大漲接近10%。睡醒之後,倒跌8%。
先看財報數據,本季營收成長31%,很明顯跑贏其他廣告營收公司,奪得更多企業廣告預算的份額。
As you've seen in the release, The Trade Desk posted another very strong quarter with revenue growth up 31% year-over-year. We continue to gain share as advertisers embrace the precision and relevance of data-driven advertising on the open Internet via our platform. Throughout 2022 and in particular, in Q3, The Trade Desk has significantly outperformed seemingly all other forms of digital with a significant contrast to walled garden in our ability to win advertising budgets. It is very clear that under the current operating conditions, we are significantly outpacing the market regardless of the macro environment.