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45Was on my watchlist for a long time and built up a small position after this strong setback📈 #tech
#wachstumsaktien
After presentation by @Tenbagger2024 today, the share of $EXLS (-4,44 %)
P/E ratio of 32 with >10% sales growth and rising margins. That sounds really good and for an AI profiteer with a market capitalization of less than 10 billion, there is still a lot of potential. I hope my colleague Tenbagger will continue to provide us with news and quarterly figures here on the platform :-)
Otherwise, I am buying this year at $NOVO B (+5,32 %) and $MSFT (-1,57 %) and have already bought several times. I have also increased my position in $TTD (-4,67 %) in order to reach the target position size more quickly at the current realistic prices.
Guidance:
🔹 EPS: $0.59 (Est. $0.56) 🟢
🔹 Revenue: $741M (Est. $758.93M) 🔴; UP +22% YoY
🔹 Adjusted EBITDA: $350M (Est. $365.46M) 🔴; Margin 47% (Flat YoY)
Q1'25 Guidance:
🔹 Revenue: At least $575M (Est. $591.74M) 🔴
🔹 Adjusted EBITDA: Approximately $145M
Segment Highlights:
🔸 Customer Retention: Over 95% for the 11th consecutive year
🔸 Unified ID 2.0 (UID2): Partnerships with iHeartMedia and leading SSPs (FreeWheel, Index Exchange, etc.) enhance addressability and privacy
Strategic & Shareholder Updates:
🔸 Share Repurchase Authorization: Increased to $1B for Class A common stock
🔸 “Ventura” Streaming TV OS: Aims to address inefficiencies in streaming TV supply chains and user experience
🔸 Acquisition of Sincera: Enhances advertising data insights; expected to close in Q1 2025
🔹 Gross Spend on Platform: $12B; Record high
Management Commentary:
🔸 Jeff Green, CEO:
"In 2024, The Trade Desk delivered accelerated growth, achieving $2.4B in revenue and $12B in platform spend. While proud of our accomplishments, we fell short of expectations in Q4. In 2025 and beyond, we are uniquely positioned to lead the shift toward premium, scalable data-driven advertising."
Next week won't be boring either 🫡
There's something for everyone 😁
What numbers are you looking forward to? 🧐
$MCD (+0,5 %)
$VRTX (+0,82 %)
$KO (+2,3 %)
$SPGI (-0,29 %)
$VRT (-7,34 %)
$PANW (-3,05 %)
$CVS (-2,18 %)
$MEDP (-0,94 %)
$ACLS (-1,73 %)
$THC (-4,21 %)
$TTD (-4,67 %)
$CSCO (-0,55 %)
$APP (-6,81 %)
$HOOD (-7,16 %)
$DE (-2,08 %)
$AMAT (-1,89 %)
$ABNB (-5,19 %)
No inclusion in the S&P 500 - These stocks are now plummeting! $COIN (-7,3 %)
$TTD (-4,67 %)
$APP (-6,81 %)
Investors are fleeing the stocks of their recently celebrated favorites such as AppLovin or Coinbase on Monday. Double digits at times!
Summarized for you
Investors flee AppLovin and Coinbase shares.
AppLovin and The Trade Desk fall sharply, up to -17.5%.
S&P 500 rebalancing influences share prices significantly.
In contrast, shares of Apollo Global Management and Workday gained as their inclusion in the S&P 500 was announced. Workday gained up to eight percent on the trading floor. $APO (-3,6 %)
$WDAY (-1,61 %)
All these stocks hit new 52 WEEK HIGHS at some point today
Apple $AAPL (+0,26 %)
Affirm $AFRM (-7,35 %)
Brookfield $BN (-1,74 %)
Dutch Bros $BROS
Citi $C (-1,37 %)
Cameco $CCO (-5,88 %)
Carnival $CCL (-5,14 %)
Marvell $MRVL (-4,06 %)
Norwegian $NCLH (-5,77 %)
On Holding $ONON
Palantir $PLTR (-3,33 %)
Royal Caribbean $RCL (-3,06 %)
Rocket Lab $RKLB (-6,21 %)
Shake Shack $SHAK (-10,95 %)
Square $SQ (-12,06 %)
Trade Desk $TTD (-4,67 %)
Visa $V (-0,16 %)
Walmart $WMT (-2,31 %)
$TTD (-4,67 %) | The Trade Desk Q3 '24 Earnings Highlights:
🔹 Revenue: $628M (Est. $620M) 🟢; UP +27% YoY
🔹 Adjusted EPS: $0.41 (Est. $0.39) 🟢
🔹 Adjusted EBITDA: $257M (Est. $223M) 🟢; Adjusted EBITDA margin 41%
Q4 '24 Guidance:
🔹 Revenue: At least $756M (Est. $752M) 🟢
🔹 Adjusted EBITDA: Approximately $363M (Est. $363M) 🟡
Key Metrics:
🔸 Net income: $94M; UP from $39M YoY
🔸 GAAP diluted EPS: $0.19, UP from $0.08 YoY
🔸 Non-GAAP net income: $207M, UP from $167M YoY
🔸 Customer retention: Over 95% for the tenth consecutive year
Business Highlights:
🔸 Strong support for Unified ID 2.0 (UID2) with partnerships expanding in digital identity, including:
🔸 Spotify: Piloting integrations with OpenPath and UID2 via Spotify Ad Exchange
🔸 Roku: Adoption of UID2 for targeted data collaboration
🔸 Reach: UK news publisher adopting EUID for enhanced ad experiences
🔸 Motorsport Network and Cint: Integration of UID2 to prioritize privacy and enhance ad relevance
Industry Recognition:
🔸 Awards and honors include "Most Honored Company" by Institutional Investor Awards, U.S. News & World Report's "Best Company to Work For," and multiple industry accolades across leadership, innovation, and team performance
Share Repurchase Program:
🔹 Repurchased $54M in Class A common stock during Q3, with $521M remaining authorized for repurchases
CEO Jeff Green's Commentary:
🔸 "Our strong Q3 performance underscores the value of transparency and precision that The Trade Desk offers to advertisers, especially in high-growth segments like CTV and retail media. Our clients are benefiting from Kokai, our AI-enabled platform upgrade, as we continue to capture opportunities in a trillion-dollar advertising market."
All of these shares reached new ALL-TIME HIGHS at some point today ⤵️
Nvidia $NVDA (-3,63 %)
Amazon $AMZN (-2,39 %)
Netflix $NFLX (-1,73 %)
Walmart $WMT (-2,31 %)
JPMorgan $JPM (-0,57 %)
Goldman Sachs $GOS0
Palantir $PLTR (-3,33 %)
Blackrock $BLK
American Express $AXP (-2,31 %)
Arista $ANET
Apollo $APO PR A
Blackstone $BX (-3,26 %)
Booking $BKNG (-5,35 %)
Instacart $INSTA (-0,27 %)
Caterpillar $CAT (-2,26 %)
Capital One $COF (-2,3 %)
Discover Financial $DFS (-2,44 %)
Electronic Arts $EA (+1,45 %)
GE Vernova $GEV (-8,21 %)
Hilton $HLT (-2,82 %)
Howmet $HWM (-5,88 %)
Interactive Brokers $IBKR (-2,25 %)
Cheniere $LNG (-2,15 %)
Morgan Stanley $MS (-1,6 %)
Marriot $MAR (-1,49 %)
Nasdaq $NDAQ (-0,87 %)
News Corp $NWSA (-1,45 %)
Oracle $ORCL (-4,33 %)
Palo Alto $PANW (-3,05 %)
ServiceNow $NOW (-2,3 %)
Steel Dynamics $STLD (-2,84 %)
Stryker $SYK (-0,56 %)
Royal Caribbean $RCL (-3,06 %)
Reddit $RDDT (+0,01 %)
Trade Desk $TTD (-4,67 %)
Visa $V (-0,16 %)
Wells Fargo $WFC (-1,02 %)
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