异动解读 | Trade Desk盘中大跌5.06%,一季度业绩不及预期叠加竞争加剧持续承压

异动解读
Yesterday

Trade Desk Inc.(TTD)今日盘中股价大跌5.06%,引起了市场关注。

消息面上,公司此前发布的一季度财报显示营收为6.89亿美元,同比增长12%,但业绩不及市场预期;同时,公司给出的第二季度营收指引预计至少为7.5亿美元,低于华尔街分析师的普遍预期。公司表示,宏观经济环境的不确定性导致广告商预算支出趋于谨慎,影响了短期营收前景。

此外,William Blair将其股票评级从“跑赢大盘”下调至“与大盘持平”,法国广告巨头阳狮集团此前曾建议客户避免使用Trade Desk平台进行数字媒体采购,叠加来自大型科技平台和新兴零售媒体网络的竞争加剧,这些多重利空因素共同压制了股价表现。

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