程序化广告技术公司Trade Desk(TTD)今日盘中大跌超过30%,引发市场关注。主要原因是公司公布的2025年第一季度业绩指引低于预期,引发市场对其增长前景的担忧。
具体来说,Trade Desk预计2025年第一季度营收至少为5.75亿美元,而分析师之前的预期为5.918亿美元。其预计一季度调整后EBITDA约为1.45亿美元,也远低于分析师之前预期的1.916亿美元。
Trade Desk CEO格林虽然称公司整体上保持了强劲增长,但也承认对第四季度营收和盈利未达预期感到失望。他指出,宏观经济环境的不确定性和利率上升可能影响了广告客户预算和支出,拖累了公司在联网电视广告业务等领域的增长。
分析人士指出,作为广告技术厂商,Trade Desk的表现在一定程度上反映了广告行业的周期性波动。在隐私政策趋严、新技术涌现等因素影响下,行业的竞争格局也在发生变化。
市场观点认为,Trade Desk凭借中立性、数据整合和隐私保护等优势仍具有一定竞争力,但与行业新贵AppLovin等对手的竞争加剧,亟需创新与探索,如AI技术在广告领域的应用等。投资者将继续关注Trade Desk以应对行业变革和增强可持续增长。
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