Observed Signal · Feb 12, 2023 · Earnings Report · Source: Quo Vadis News · Impact: 3/5 · Sentiment: Neutral
TTD Q2 2022 Results Analysis
Quo Vadis analyzes The Trade Desk and peers amid Q2 2022 programmatic ad market dynamics. The piece discusses ad-flow economics (gross spending) vs. take-rates, noting downward pressure on fees as competition intensifies among major DSPs/SSPs. It highlights Amazon’s Q2 ad revenue growth (18% YoY to $8.76B), Criteo’s mixed Q2 results (gross ad flows down 10%; net revenue up 1%; margins up from 33% to 37%), and PubMatic’s stronger quarter (net revenue $63.0M, +27% YoY; 36.2T impressions, +79% YoY). The analysis projects TTD’s Q2 2022 net revenue around $356M (consensus $365M) and full-year 2022 net revenue around $1.42B, implying $7.5B in gross ad flows if take-rates stay near 19–21%. The piece underscores TTD as the largest among the industry’s “Four Horsemen” in ad flows and discusses broader implications for programmatic budgets and pricing.
Industry analysis of Q2 2022 earnings and market dynamics in programmatic advertising; not paywalled and not purely promotional.
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Key Takeaways & Evidence Grounding
- Amazon's digital ad revenue grew 18% YoY to $8.76B in Q2 2022.
- Criteo's Q2 gross revenue (ad flows) declined 10% YoY; net revenue rose 1%; gross margins rose from 33% to 37%.
- PubMatic Q2 net revenue was $63.0M (+27% YoY); processed 36.2 trillion impressions in Q2, +79% YoY.
- Quo Vadis predicts TTD's Q2 2022 net revenue around $356M vs consensus $365M; full-year 2022 net revenue around $1.42B.
- TTD is described as the largest among the 'Four Horsemen' for ad flows and net revenue.
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