Trade Desk Tshuag tua 15% siab dua li ad-tech powerhouse kev muag khoom, kwv yees qhov kev cia siab saum toj kawg nkaus

Cov kws tshuaj ntsuam ntawm qhov nruab nrab xav tau hloov kho cov nyiaj tau los ntawm 20 xees ib feem ntawm kev muag khoom ntawm $ 365 lab, raws li FactSet. Shares dhia mus rau ntau tshaj $ 61 nyob rau hauv tom qab-teev trading tam sim tom qab tso tawm cov txiaj ntsig, tom qab kaw nrog 0.9% poob ntawm $ 54.50.

Trade Desk tau nyob rau hauv lub siab nyob rau hauv ib tug perceived slowdown nyob rau hauv online-ad siv, uas tshwm sim nyob rau hauv cov nyiaj khwv tau los ntawm loj online-ad players. zoo li Facebook niam txiv Meta Platforms Inc.
META,
-1.01%
thiab tseem ceeb Trade Desk cov neeg siv khoom zoo li Roku Inc.
ROKU,
-6.58%.
Ntau qhov kev ntshai no tau txais kev txhawb nqa los ntawm kev kwv yees los ntawm cov tuam txhab uas tau hu rau kev txo qis hauv kev siv nyiaj tshaj tawm raws li cov tuam txhab txiav rov qab los ntawm kev ntshai ntawm kev lag luam poob qis.

"Peb ntseeg tias kev lag luam tau nkag mus rau qhov kev lag luam qis qis, qhov chaw sib xyaw ntawm cov peev nyiaj nruj dua, siv sijhawm tsawg dua hauv online, thiab kev nce nqi thiab FX headwinds yog tsim kom muaj siab rau cov tuam txhab," KBCM cov kws tshuaj ntsuam tau sau rau hauv kev saib ua ntej ntawm cov ntawv ceeb toom los ntawm Trade Desk thiab lwm lub tuam txhab ad-tech.

Cov thawj coj ntawm Trade Desk tau coj mus rau peb lub hlis twg cov nyiaj tau los ntawm tsawg kawg yog $ 385 lab, thaum cov kws tshuaj ntsuam qhov nruab nrab tau cia siab txog $ 382 lab, raws li FactSet. Tus Thawj Coj Jeff Green tau hais hauv lub rooj sib tham hu xov tooj tias nws lub tuam txhab kev ua tau zoo tau txais txiaj ntsig los ntawm kev tshaj tawm hauv TV nrog kev sib koom ua lag luam, lossis JBPs, nrog cov tshaj tawm xws li Walt Disney Co.
DIS,
-0.90%
thiab Albertsons Cos. Inc.
ACI,
+ 3.09%
txawm tias ib puag ncig zoo macroeconomic. Nws kuj tau hais txog kev sib tham muaj txiaj ntsig nrog Netflix Inc.
NFLX,
-1.52%,
uas tab tom npaj ib qho kev tshaj tawm platform rau streaming cov neeg siv nrog Microsoft Corp.
MSFT,
+ 0.71%.

"Peb xa cov kev ua tau zoo tshaj plaws hauv lub quarter thib ob, loj hlob 35% piv rau ib xyoos dhau los, ua rau muaj kev loj hlob thoob ntiaj teb kev lag luam kev lag luam," nws hais, ua tsaug rau cov lus cog tseg tshiab, nthuav dav rau cov neeg siv khoom.

Ntsuab hais ntxiv tias cov npe loj kuj tau nce ditching "draconian" tshaj tawm "walled vaj" ntawm Alphabet Inc.'s Google
GOOGL,
-0.57%

GOOG,
-0.54%
rau Trade Desk thiab lwm yam thaum muaj zog ntxiv kev tswj hwm. Hnub Tuesday lig, Bloomberg Xov Xwm tau tshaj tawm tias Lub Tsev Haujlwm Saib Xyuas Kev Ncaj Ncees yuav tsum tau foob foob kev tawm tsam rau Google kev lag luam ad-tech.

Nyeem ntxiv: Lub Tsev Haujlwm Saib Xyuas Kev Ncaj Ncees xav tias yuav foob qhov kev foob tawm tsam Google sai li sai tau thaum lub Cuaj Hli: ceeb toom

Google tau poob kev pom zoo nrog ntau tus neeg lag luam rau ncua nws tshem tawm cov ncuav qab zib thib peb kom txog rau thaum ib nrab xyoo 2024, raws li Green.

Trade Desk shares tau poob ntau dua 40% txog rau tam sim no xyoo no, raws li S&P 500 Performance index
SPX,
-0.42%
tau poob 13.5%.