The Trade Desk, Inc. · NASDAQ:TTD
The Trade Desk — Trade Desk — Non-Deal Roadshow (January 2024)
11 slides from The Trade Desk's roadshow presentation, Jan 17, 2024
Slide 1: Stockholder Stewardship Meetings January 2024
STOCKHOLDER STEWARDSHIP MEETINGS January 2024 Exhibit 99.3
Slide 2: The Trade Desk
The Trade Desk Our platform empowers ad buyers to make data-driven decisions when selecting the impressions they buy, the content they support and the channels they use to most effectively reach their target audiences; importantly, without compromising consumer privacy. Most ad buyers are ad agencie
Slide 3: We are targeting a massive TAM
We are targeting a massive TAM Source: Magna Global, Estimated 2023 Global Ad Spending and Company Reports. “We believe advertising will be transacted digitally. The future of all media is digital and programmatic… Eventually all media will be digital, and it will be transacted by machines. – CEO OF
Slide 4: The Trade Desk by the Numbers
$65 $95 $159 $214 $284 $503 $668 $758 2016A 2017A 2018A 2019A 2020A 2021A 2022A 2023E $203 $308 $477 $661 $836 $1,196 $1,578 $1,920 2016A 2017A 2018A 2019A 2020A 2021A 2022A 2023E The Trade Desk by the Numbers 2009 Founded 2,770+ Employees ~$830bn Total Global Ad Spend (TAM)(2) 2016 IPO REVENUE(1) 3
Slide 5: Benchmarked Total Shareholder Returns
+ 61% (10)% + 520% + 3,898% + 54% + 31% + 166% + 247% + 65% (64)% + 199% + 476% (7)% (53)% + 15% + 39% 1 Year 3 Years 5 Years Since IPO Source: FactSet as of December 31, 2023. (1) Proxy peers reflects current public companies, including CRWD, DDOG, DOCU, HUBS, OKTA, PINS, RNG, ROKU, SHOP, SNAP, TWL
Slide 6: Meeting agenda
Meeting agenda © theTradeDesk
Slide 7: Company Vision and Board Decision Framework
The Road Ahead > Board Decision Framework Company Vision • Committed to making digital advertising better. The future of the open internet depends on it • TTD strives to be the top independent alternative to tech giants • Advertisers need options beyond walled gardens • Vision and Agility → Proven C
Slide 8: Executive Compensation
The Road Ahead > Board Decision Framework > Executive Compensation 2021 CEO Performance Option Current StatusGoal • Proactively align executive incentives with long-term value creation Mechanism • 100% Performance-based • Ultra long-term (10 years) • “Stretch” vesting hurdles – designed to be a win
Slide 9: Sustainability
The Road Ahead > Board Decision Framework > Sustainability Goal • Communicate the company’s strategy as it relates to sustainability Approach • Create a baseline for energy emissions • Increase transparency in regard to social and diversity initiatives • Highlight strategy and achievements in areas
Slide 10: Corporate Governance — Board Composition and Dual Class Structure
The Road Ahead > Board Decision Framework > Corporate Governance Goal • Transparently maintain strict adherence to corporate governance standards • Focus on shareholder returns by enabling operational agility and flexibility in a very competitive and constantly evolving marketplace Structure • Creat
Slide 11: Thank you
Thank you © © theTradeDesk