Yes, rev growth was 30% until 24. In 25, it down to 18%

The projected growth for 26 is 16% and for 27 is 15%.

Wall street does not like declining growth story. If TTD can stablize business and hit the above target, the stock price is near the bottom. But if they disappoint again (ie, miss the above target), stock could easily chopped off anther 20-30% from here

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Earning growth is even lower than revenue growth -薄利多收- 给 薄利多收 发送悄悄话 (155 bytes) () 12/03/2025 postreply 17:51:10

看这里,有具体的数据 -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (142 bytes) () 12/03/2025 postreply 18:04:50

Yes, they reported 70M CapEx in Q3 ..... -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (171 bytes) () 12/03/2025 postreply 18:07:00

Thanks。 I didn't spend time for this company yet. -薄利多收- 给 薄利多收 发送悄悄话 (44 bytes) () 12/03/2025 postreply 18:10:49

I'll skip TTD for now as well, there're so many better ones -晓炎- 给 晓炎 发送悄悄话 晓炎 的博客首页 (91 bytes) () 12/03/2025 postreply 18:15:35

Sure thing。 :) -薄利多收- 给 薄利多收 发送悄悄话 (0 bytes) () 12/03/2025 postreply 18:33:22

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