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Analyst
Shyam Patil
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 0%none of 10 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 2 companies
TTDThe Trade Desk, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
what are the top two or three priorities that you guys have to stabilize the business?
Show response
Green listed priorities within TTD's control: upgrading Kokai and launching the Zuma usability upgrade later this month, ramping the measurement product (in alpha) and Audience Unlimited, expanding enterprise Kokai and JBPs (over 200 signed, growing six times faster than overall revenue), and giving the newly hired leadership team runway to get up to speed.
Calendar 2026 Q1
can you provide some comments on the Publicis discussions? And then second, can you talk about the factors that you see driving the decel in your 2Q outlook?
Show response
Green declined to elaborate on Publicis beyond confirming ongoing negotiations and billions in historical business since 2018. On Q2 decel: cited macro uncertainty including geopolitics, tariffs, and consumer pressures. Fast-growing verticals would be growing faster absent uncertainty. Emphasized nearly every major brand focused on growth question.
Calendar 2025 Q4
can you talk a little bit about what you're seeing from these 2 verticals thus far in 1Q?
Show response
Green explained CPG/auto together are ~25% of business. Brands prefer adjusting marketing budgets over layoffs during uncertainty. Q1 guide reflects prudence from both categories. Forward-thinking brands like Coca-Cola, Hershey's, Hyundai rethinking measurement and doing well. Davis noted Q1 EBITDA is timing; full year margins approximately in line with 2025.
Calendar 2025 Q3
Can you maybe just talk about that, clarify that a little bit? And then also, from your perspective, how do you see the competitive environment evolving as companies like Google and Amazon try to e...
Show response
Green broke down Amazon's ~$70B ad revenue: ~90-95% sponsored listings competing with Google Search, couple billion in Prime Video competing with Netflix/Disney, tiny residual in DSP for open internet. Said in 10 years Amazon won't have a DSP as TTD defines it. On pricing at zero: argued it exposes the trick of making money on owned-and-operated with near-zero COGS.
Calendar 2025 Q2
As we look into the back half of this year and into next year, what gives you the most confidence as you think about how the digital ad environment is evolving and how you're positioned to lead thr...
Show response
Green outlined six reasons for optimism: uncertainty as land-grab opportunity, programmatic measurability, performance-driven advertisers, supply-demand imbalance, underappreciated data asset powering AI, and consumers spending more time on premium open internet than walled gardens.
Calendar 2025 Q1
Can you elaborate on the progress that you're seeing from the product and go-to-market changes that you implemented towards the end of last year
Show response
Green confirmed upgrades are driving results. Highlighted Kokai at 2/3 adoption ahead of schedule, 100+ scrum teams shipping weekly, JBP pipeline at all-time highs with 40%+ of spend under JBPs.
Calendar 2024 Q4
can you just talk about what went wrong in the fourth quarter where you guys came in below your expectations
Show response
Green fully owned the miss, attributing it to execution missteps compounding while preparing for the future, not competition or shrinking opportunity. Detailed four major changes being made.
ROKURoku, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
can you help us bridge the 1Q revenue outlook of over 21% growth to the full year outlook of about 18% growth?
Show response
Dan directly bridged the Q1-versus-full-year gap via comps, Frndly and second-half visibility.
Calendar 2025 Q2
can you guys talk about what drove the outperformance in 2Q and also the full year raise?
Show response
Anthony attributed the beat and raise to the maturing platform-revenue strategy across ads and subscriptions.
Calendar 2024 Q4
what drove the outperformance? And do you guys expect that to continue in 2025?
Show response
Dan quantified platform growth and attributed strength to advertising and distribution, directly answering the driver question.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TTD The Trade Desk, Inc. | 7 | 0%none of 7 questions |
| ROKU Roku, Inc. | 3 | 0%none of 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth7
- Competitive Dynamics4
- Guidance Reliability3
- Product Launch2
- Macroeconomic1
- Trade Tariffs1
- Demand1