【財報分析】盤前漲6%!簡評The Trade Desk(TTD)最新的2023Q1業績

2023/05/11閱讀時間約 8 分鐘
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The Trade Desk(TTD)發布完2023Q1財報後,盤後股價應聲上漲。它整體表現當然是不錯的,延續前面的步伐繼續前進,沒什麼大問題。我在看管理層在財報電話會議講的話時,很多都似曾相識,像是表現繼續跑贏其他廣告營收公司的同業,以及持續獲得市場份額之類,都是最近幾季一直在強調的重點。
As you've seen from our press release, we are off to a very strong start in 2023. We reported first quarter revenue of $383 million, representing growth of 21% compared with last year, again, exceeding our own expectations. And has been in the case in the last few quarters, we continue to significantly outperform the digital advertising industry. We are gaining market share as advertisers embrace the precision and relevance of data-driven advertising on the open Internet via our platform.
我在以前這篇文章,詳細介紹過TTD的「零售媒體戰略」,本季他們繼續有不錯的進展,像這次新的合作對象是Macy's和歐洲的Ocado。
Just a couple of days ago, we announced a new retail partnership with Macy's here in the United States. In Europe, we recently announced a new partnership with Ocado, a joint venture involving Marks & Spencer and one of U.K.'s fastest-growing grocery groups. We now work with many of the world's leading retailers to activate their data for our advertisers, and our clients are embracing the opportunity to apply more performance and measurement precision to their retail campaigns. In many cases, this is incremental market opportunity for us. It also means we continue to advance our industry leadership in AI, which I mentioned earlier, and which we will talk about more on June 6 with the launch of Kokai .
關於UID2.0,本季實現了此前提過的75%第三方數據生態系統使用的目標。
Last quarter, I said we expect 75% of the third-party data ecosystem to be activating on UID2 by the middle of the year. I'm proud to report today that we are now right at that level, with most major third-party data providers leveraging UID2s on our platform.
大方向都很正確。實際看2023Q1的財報數據,我覺得。。。
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