广告技术公司Trade Desk Inc.(TTD)今日夜盘股价大跌15.02%，引发了市场的广泛关注。
消息面上，该公司预测2026年第一季度营收将低于华尔街预期。根据报道，Trade Desk预计第一季度营收至少为6.78亿美元，低于分析师平均预期的6.892亿美元。同时，公司面临着来自大型科技公司如谷歌、Meta和亚马逊的日益激烈的竞争，尤其是亚马逊的需求方平台利用其庞大的第一方购物者数据吸引广告商，对Trade Desk构成了主要竞争压力。
尽管Trade Desk在截至12月31日的季度实现了高于预期的营收和调整后利润，但市场对其未来增长前景感到担忧。公司正在寻求为OpenPath等新举措赢得更广泛的采用，但这需要持续的投资和时间来扩大规模，在当前的宏观不确定性和竞争环境下，投资者反应消极。
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