Trade Desk Inc Q4 2020 Earnings Call Summary - Thomson StreetEvents

Trade Desk Inc Q4 2020 Earnings Call Summary

Trade Desk Inc Q4 2020 Earnings Call Summary - Thomson StreetEvents
Trade Desk Inc Q4 2020 Earnings Call Summary
Published Feb 18, 2021
17 pages (9818 words) — Published Feb 18, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of TTD.OQ earnings conference call or presentation 18-Feb-21 10:00pm GMT

  
Brief Excerpt:

...A. 2020 Inflection Point: A year that advertisers became more deliberate with every advertising dollar, shifting spend toward open internet. 1. 2. Drivers of change: Unprecedented global pandemic. a. b. Rise of social justice issues. c. Divisive election in US. d. Stronger economic pressures and higher levels uncertainty weighing on nearly all of consumers in the world. 3. Drivers of change have already manifested themselves for marketers, whether it's accelerated shift to CTV or demand for better cross-device measurement and ROI, or brands and advertisers reassessing value of user-generated content in their now more deliberate marketing plan. 4. A year the world had more uncertainty and more change than usual. B. Highlights: Spending on Co.'s platform in 2020 was nearly $4.2b; record. 1. 4Q spend alone was over $1.6b; record. a. b. CTV spend more than doubled for year. 2. Despite all uncertainty of year, delivered strong profitability, highlighting operating leverage Co. has in business....

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Trade Desk Inc
Ticker
TTD.OQ
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Michael Levine - Pivotal Research Group LLC - Analyst : Congrats on a strong finish to the year. A lot of the other digital advertising peers, I know a big part of the question and answers were directed around IDFA. So I mean, I think it's exciting what you call that around Unified ID 2.0, but I guess I'd be curious of your two cents on how -- just as you're thinking about the slope of the year and ways that you guys feel like you can work around it. I'd love to hear your latest thoughts on IDFA. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 18, 2021 / 10:00PM, TTD.OQ - Q4 2020 Trade Desk Inc Earnings Call

Question: David James Beckel - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : Congrats on a fantastic end to the year. Two questions, if I could. First, on Walmart again, I was hoping you could provide a little bit of context around the structure of that partnership financially. Is that the type of deal where you'll be able to participate in the growth of that platform over time? Or is it more of a fixed fee type of arrangement? And secondly, on UID, we hear from the industry some concerns about scale. Will enough people or users actually log into the SSO? I'm curious to hear your thoughts. What level of user participation, in percentage or whatever metric you prefer, would UID 2.0 need in order to replicate the efficiency of cookies today?

Table Of Contents

Trade Desk Inc Q2 2021 Earnings Call Summary – 2021-08-09 – US$ 54.00 – Edited Brief of TTD.OQ earnings conference call or presentation 9-Aug-21 3:30pm GMT

Trade Desk Inc Annual Shareholders Meeting Transcript – 2021-05-27 – US$ 54.00 – Edited Transcript of TTD.OQ shareholder or annual meeting 27-May-21 6:00pm GMT

Trade Desk Inc Q1 2021 Earnings Call Summary – 2021-05-10 – US$ 54.00 – Edited Brief of TTD.OQ earnings conference call or presentation 10-May-21 3:30pm GMT

Trade Desk Inc Q1 2021 Earnings Call Transcript – 2021-05-10 – US$ 54.00 – Edited Transcript of TTD.OQ earnings conference call or presentation 10-May-21 3:30pm GMT

Trade Desk Inc Q4 2020 Earnings Call Transcript – 2021-02-18 – US$ 54.00 – Edited Transcript of TTD.OQ earnings conference call or presentation 18-Feb-21 10:00pm GMT

Trade Desk Inc Extraordinary Shareholders Meeting Transcript – 2020-12-22 – US$ 54.00 – Edited Transcript of TTD.OQ shareholder or annual meeting 22-Dec-20 8:00pm GMT

Trade Desk Inc Q3 2020 Earnings Call Summary – 2020-11-05 – US$ 54.00 – Edited Brief of TTD.OQ earnings conference call or presentation 5-Nov-20 10:00pm GMT

Trade Desk Inc Q3 2020 Earnings Call Transcript – 2020-11-05 – US$ 54.00 – Edited Transcript of TTD.OQ earnings conference call or presentation 5-Nov-20 10:00pm GMT

Trade Desk Inc Q2 2020 Earnings Call Summary – 2020-08-06 – US$ 54.00 – Edited Brief of TTD.OQ earnings conference call or presentation 6-Aug-20 9:00pm GMT

Trade Desk Inc Q2 2020 Earnings Call Transcript – 2020-08-06 – US$ 54.00 – Edited Transcript of TTD.OQ earnings conference call or presentation 6-Aug-20 9:00pm GMT

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MLA:
Thomson StreetEvents. "Trade Desk Inc Q4 2020 Earnings Call Summary" Feb 18, 2021. Alacra Store. May 20, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2020-Trade-Desk-Inc-Earnings-Call-B13617259>
  
APA:
Thomson StreetEvents. (2021). Trade Desk Inc Q4 2020 Earnings Call Summary Feb 18, 2021. New York, NY: Alacra Store. Retrieved May 20, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2020-Trade-Desk-Inc-Earnings-Call-B13617259>
  
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