What is TTD's Advantage?

Amazing run today over 30%!

A few of you have questioned what is different about TTD vs other programmable SaaS companies.

Here is how the CEO explains it in their recent conference call:

https://seekingalpha.com/article/4072485-trade-desks-ttd-ceo…

So this is one of the hardest things to talk about just because anything that is super dependable and highly technical it’s really hard to reduce down to something that can be explained in a few minutes. But this is at the core of what we do better than our competitors, which is, not just that we’ve built the business model that is way more like that, in the sense that’s recurring and predictable. So we built technology that let us to that model, not the other way around. We didn’t start by saying, oh, we want to build a SaaS Company, let’s build pack that looks like that. We said what is a way that you can consistently and constantly learn from the dollars that you spend because that seems like the only way that you can ever be competitive. And so what we have done as we’ve build the platform that is always on that people log on to, they put their own data and insight into it and then using those data and insights to extrapolate from that and go use all the third party data in the world that we can get access to legally and ethically so that we can then use that to make better decisions in everything that they do.

And so it actually gets smarter over time and getting smarter over time makes it more and more defensible which is part of the reason why we talk about when we ramp up a big customer it takes time, we have to go prove ourselves that after we have all of those learning and we’ve applied the budgets and the data that we have for years and years we think we have such an advantage over a newcomer that we’re going to keep doing that as long as we keep paying attention to it and building the right products and listening to our clients and maintaining our position as a product driven company. But there is nothing that can make this company fail faster than ceasing to be a product driven company that shifts product every single week and that is the core of who we are.

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Sorry…wrong board

Yeah, we hate stuff that goes up 30% in a day.

Dan

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Not exactly a snappy elevator pitch but what the hell - although it clearly needs polishing (not sure that auto-transcripting helps capture this kind of expression well). Still if it goes up by 30% every day for the rest of my life I’m not going to complain.
:wink:
Ant

“And so it actually gets smarter over time and getting smarter over time makes it more and more defensible which is part of the reason why we talk about when we ramp up a big customer it takes time, we have to go prove ourselves that after we have all of those learning…”

This sounds like GOOG. They get over 4 B inquiries per day. It keeps track of what links are clicked on 1st and those get moved to the top of the list and the most appropriate links rise to the top. That is why they are the best search engine because the more data they have the better the results.

Rob

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