You have attributed TTD $8.2B, and I am curious about the basis for this figure. They had approximately $9 billion in total spend in 2023, but mentioned that only 40% of this is from North America. Can you please explain the rationale behind the $8.2 billion attribution?
TTD’s 10K 2023 says US revenue is 87% of total revenue. $9.4B x 87% = $8.2B in US
You have attributed TTD $8.2B, and I am curious about the basis for this figure. They had approximately $9 billion in total spend in 2023, but mentioned that only 40% of this is from North America. Can you please explain the rationale behind the $8.2 billion attribution?