So, The Trade Desk. Another CFO change. Just…another one. It’s like they’re running a revolving door over there. You’d think if things were really humming, people wouldn’t be making quick exits. But no. Five months. Five months on the job and suddenly you’re looking for a new gig? It’s just…rude. To the shareholders, mostly. You build a little faith in a guy, you start to understand his quarterly calls, and then poof. Gone. And they expect us to just…accept this? It’s infuriating.
They tried to soothe us, of course. Reaffirmed their fourth-quarter guidance. “Don’t worry,” they say. “Everything’s fine!” Like a reaffirmation fixes anything. It’s like saying, “I accidentally bumped into you, but I thought about not bumping into you.” It doesn’t make it better. It just highlights the fact that something happened. And now we’re supposed to pretend it didn’t? I’m telling you, these PR people…they think we’re all idiots.
What’s Going On Here?
This Alex Kayyal, the guy who lasted five months…he was on the board. The board! You put someone on the board, you expect a little commitment. It’s not like a free sample at Costco. It’s a position of trust. And then he’s out? What, did he realize the coffee machine was broken? I mean, seriously. It’s a complete lack of follow-through. And the fact that they’re acting like it’s no big deal…it’s just…it’s a choice, you know? A deliberate choice to disrespect my time.
Luckily, they have Tahnil Davis, who’s been there for eleven years. Eleven years! So, she knows where the good staplers are, at least. That’s something, I guess. But an interim CFO? It’s like putting a band-aid on a broken leg. It’s a temporary fix, and we all know temporary fixes rarely work out. It’s just delaying the inevitable. And I’m supposed to be okay with that?
The Numbers, Ugh
They’re still projecting growth, sure. But it’s slowing growth. Thirteen percent? That’s it? Last quarter was eighteen, the quarter before that, nineteen. It’s a downward trend, people! A downward trend! And they expect us to celebrate this? It’s like getting a participation trophy. It’s just…demeaning. They’re saying it’s because of political advertising last year. Okay, fine. But that doesn’t excuse the fact that the growth is slowing. It’s a simple concept, really.
Look, I’m not saying it’s a disaster. But a revolving door of CFOs combined with decelerating growth and a premium valuation? It’s a recipe for…something. Something unpleasant. They’re trading at forty times earnings! Forty! What are we, suckers? They need to demonstrate some serious acceleration in top-line growth, or this thing is going to come crashing down. And frankly, I don’t have the energy to watch it happen.
It’s just…the whole thing feels off. It feels like they’re trying to pull a fast one. And you know what? I’m calling them out on it. I’m just…I’m just saying. It’s a matter of principle, you understand?
Read More
- 39th Developer Notes: 2.5th Anniversary Update
- Gold Rate Forecast
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- TON PREDICTION. TON cryptocurrency
- Bitcoin’s Bizarre Ballet: Hyper’s $20M Gamble & Why Your Grandma Will Buy BTC (Spoiler: She Won’t)
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
- Nikki Glaser Explains Why She Cut ICE, Trump, and Brad Pitt Jokes From the Golden Globes
- Russian Crypto Crime Scene: Garantex’s $34M Comeback & Cloak-and-Dagger Tactics
- 30 Overrated Strategy Games Everyone Seems To Like
- Ephemeral Engines: A Triptych of Tech
2026-01-26 21:13