The Trade Desk, Inc. · NASDAQ:TTD

The Trade Desk — Investor Day (March 2019)

29 slides from The Trade Desk's investor day presentation, Mar 6, 2019

  1. Slide 1: Forward looking statements and Non-GAAP Financials

    Forward looking statements and Non-GAAP Financials This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities, and may not be relied upon in connection with the purchase or sale of any security. This presentation is

  2. Slide 2: Susan Vobejda, Chief Marketing Officer

    Susan Vobejda Chief Marketing Officer

  3. Slide 3: The Mindset of a CMO in the Digital Age

    The Mindset of a CMO in the Digital Age

  4. Slide 4: | © theTradeDesk . Investor Day

    by | © theTradeDesk . Investor Day a

  5. Slide 5: What it's like to be a CMO today

    What it’s like to be a CMO today Product Programmatic Employer Branding Digital Mobile Personalization SEO Podcast WeChat ROI Video Creative Big Data Social Brand Public Relations CRM Conversion Growth Agenda Content Marketing Global/Local Attribution Media Strategy Customer Journey

  6. Slide 6: Slide 6

  7. Slide 7: © theTradeDesk . Investor Day

    © theTradeDesk . Investor Day

  8. Slide 8: Daily hours spent with digital media

    7 Daily hours spent with digital media Per U.S. Adult User 5.9 6 5.6 5.4 5.1 4.9 5 4.3 Hours Spent per Day, USA 3.3 3.7 3.1 4 2.8 2.3 2.6 3.2 1.6 3.0 0.8 3 2.7 0.4 0.3 0.3 2 2.4 2.6 2.5 2.1 2.3 2.3 2.2 2.2 2.2 2.2 1 0.4 0.4 0.4 0.6 0.2 0.3 0.3 0.3 0.3 0.3 0 2008 2009 2010 2011 2012 2013 2014 2015 20

  9. Slide 9: 16 minutes/day newspaper + magazines in 2018

    16 minutes/ day newspaper + magazines in 2018

  10. Slide 10: Minutes/day, 18-24, -15%

    -30 minutes/ day 18-24 -15% 10

  11. Slide 11: © theTradeDesk «Investor Day

    © theTradeDesk «Investor Day

  12. Slide 12: 60 seconds on The Trade Desk

    yahoo.com ‘The Weather Channel startattnet mailyahoo.com Musi - Unlimited Free Music For YouTube Pandora® Radio aol.com msn.com legacy.com Pandora App weather.com theCHIVE ‘mail.aol.com dailymail.co.uk outlook.live.com bbe.com usatoday.com 60 seconds on The Trade Desk

  13. Slide 13: Apps = over 80% of mobile time

    Apps = over 80% of mobile time Share of total mobile minutes by browser/ app USA 88% Canada 85% TTD France 89% Germany 90% Italy 88% Spain 88% Argentina UK Brazil Mexico +65% 83% 95% 91% 94% Mobile browser Mobile app India 89% Indonesia 89% Malaysia 82% 0% 20% 40% 60% 80% 100% Source: comScore Mobil

  14. Slide 14: The rise of video consumption

    The rise of video consumption U.S. average time spent per day with TV* vs. digital video**, 2018-2020 4:10 4:05 3:56 3:45 3:36 Linear TV Digital Video CTV 1:26 1:26 1:32 1:11 1:02 :17 :20 :25 :25 :20 2015 2016 2017 2018 2019 Note: ages 18+; time spent with each medium includes all time spent with th

  15. Slide 15: Slide 15

  16. Slide 16: Car purchases are influenced by digital research

    Car purchases are influenced by digital research 4MM In market New car buyers spend over Weekly active new car buyers 108 days 6 hours researching online Source: The Trade Desk and Cox Automotive Car Buyer Journey 2018

  17. Slide 17: © theTradeDesk . Investor Day

    © theTradeDesk . Investor Day

  18. Slide 18: 18

    18

  19. Slide 19: j iF fl ee : a

    j iF fl ee : a : oa a a ~ ’ i

  20. Slide 20: Brands are spending a lot more time on programmatic

    Brands are spending a lot more time on programmatic: getting closer to both their agencies and The Trade Desk 150 % 90 % New MSAs from brands Brands that work through their (2017-2018) ad agencies 20 Source: Forbes Insights in association with The Trade Desk “The Modern CMO: New Goals. New Metrics.

  21. Slide 21: 10,000 graduates since launch

    10,000 graduates since launch

  22. Slide 22: — ff ~\ Z © theTradeDesk . Investor Day

    EA — — ff ~\ Z © theTradeDesk . Investor Day

  23. Slide 23: Overall Brand Awareness: 2017 vs 2018

    Overall Brand Awareness: 2017 vs 2018 Q3 2017 Q3 2018 Amazon Advertising Platform 49 Amazon Advertising Platform 48 Google DoubleClick 47 Google DoubleClick 48 RocketFuel 44 The Trade Desk 44 The Trade Desk BrightRoll 44 Adobe Advertising Cloud 39 MediaMath 43 MediaMath 35 The The Trade Trade Desk D

  24. Slide 24: Awareness: Agencies

    Awareness: Agencies Q3 2017 Q3 2018 Amazon Advertising Platform Google DoubleClick 45 Google DoubleClick Amazon Advertising Platform 42 RocketFuel 46 The Trade Desk 42 The Trade Desk BrightRoll 46 Adobe Advertising Cloud 34 MediaMath 40 Sizmek 33 Centro 40 1 By AOL DSP 32 Adobe Advertising Cloud 40

  25. Slide 25: Awareness: Marketers

    Awareness: Marketers July 2017 July 2018 Amazon Advertising Platform 47 Amazon Advertising Platform MediaMath 46 Google DoubleClick 50 Google DoubleClick 44 The Trade Desk 45 The Trade Desk RocketFuel 43 Adobe Advertising Cloud 44 BrightRoll 42 MediaMath 39 OpenX 42 1 By AOL DSP 37 The Trade The Des

  26. Slide 26: The Trade Desk is among the top DSPs across the entire decision funnel

    The Trade Desk is among the top DSPs across the entire decision funnel Key Metrics Among Top 9-Used Demand Side Platforms Percent of Respondents/Score Awareness Consideration (8-10) Usage Future Intention (8-10) Net Promoter Score (NPS) Amazon Advertising DoubleClick Bid 1 Amazon AAP 41% 1 Amazon AA

  27. Slide 27: Slide 27

  28. Slide 28: theTradeDesk . Investor Day

    theTradeDesk . Investor Day

  29. Slide 29: Thank you

    Thank you © theTradeDesk . Investor Day

The Trade Desk — Investor Day (March 2019) on 6ix