The Trade Desk Stock Price, News & Analysis

The Trade Desk (NASDAQ:TTD) and DIRECTV have announced a strategic collaboration to develop a custom version of Ventura TV OS that will integrate DIRECTV's streaming user interface. The customized operating system aims to provide a seamless solution for TV manufacturers, retailers, and hospitality partners while establishing a stable revenue model.

The partnership will enable viewers to access MyFree DIRECTV (FAST service) and various DIRECTV Genre Packs through a unified platform. The system will feature access to streaming apps from the Ventura TV OS app store and personalized advertising capabilities. This collaboration aims to address current market fragmentation while providing OEMs with a proven user experience and advertisers with a more transparent ecosystem.

The Trade Desk (NASDAQ: TTD) has announced the launch of Audience Unlimited, a major upgrade to its digital advertising data marketplace. The new platform will use AI to score and curate third-party data segments, making them more accessible and cost-effective for advertisers.

The company is introducing two Koa Adaptive Trading Modes: Performance Mode, which includes Audience Unlimited at no extra cost and provides AI-driven optimization, and Control Mode, which offers a la carte pricing with rates of 3.3% and 4.4% of impression costs. The platform aims to solve the current challenges where advertisers typically spend nearly 20% of media costs on third-party data.

The rollout will begin with select agencies in late 2025, followed by full availability in early 2026.

The Trade Desk (Nasdaq: TTD) has appointed Alex Kayyal as its new Chief Financial Officer, effective August 21, 2023. Kayyal, who currently serves on TTD's Board of Directors, will replace Laura Schenkein, who is transitioning from the role after more than a decade of finance leadership at the company.

Kayyal brings significant experience from his roles at Salesforce, where he served as Senior Vice President and Managing Partner of Salesforce Ventures, and most recently as Partner at Lightspeed Venture Partners. He holds an MBA from Harvard Business School and was an early investor in The Trade Desk through Hermes Growth Partners. Schenkein will remain with the company through year-end to ensure a smooth transition.

The Trade Desk (NASDAQ: TTD) reported strong Q2 2025 financial results with revenue reaching $694 million, up 19% year-over-year. The company maintained its impressive 95% customer retention rate for the 11th consecutive year.

Key financial metrics include Q2 net income of $90 million with a 13% margin, and adjusted EBITDA of $271 million with a 39% margin. The company announced Alex Kayyal as new CFO effective August 21, and appointed Omar Tawakol to its Board of Directors.

The Trade Desk continued expanding its technology offerings through Kokai, OpenPath, and Unified ID 2.0, forming new partnerships with companies like Instacart, Visa, and NIQ. The company repurchased shares worth $261 million in Q2 and provided Q3 2025 guidance of at least $717 million in revenue.

The Trade Desk (Nasdaq: TTD) has appointed Omar Tawakol to its board of directors. Tawakol, currently CEO and Founder of creative AI platform Rembrand, brings over 20 years of experience in advertising technology, data platforms, and artificial intelligence.

Tawakol's impressive background includes founding BlueKai (acquired by Oracle), Voicea (acquired by Cisco), and his current venture Rembrand. At Oracle, he served as SVP and GM of Oracle Data Cloud after the BlueKai acquisition. He also serves on LiveRamp's board and holds degrees from MIT and Stanford.

The appointment strengthens TTD's leadership in programmatic advertising, particularly as the company focuses on AI integration and global expansion.

The Trade Desk (NASDAQ: TTD) has released a comprehensive study revealing that 66% of Southeast Asian consumers are experiencing ad fatigue from repetitive single-channel advertising. The study, titled "The Untapped Opportunity of Omnichannel," highlights the critical need for advertisers to shift from siloed multichannel approaches to integrated omnichannel strategies.

The research shows that Southeast Asian consumers spend over 8 hours daily across 5 media environments. Indonesia (69%) and the Philippines (67%) report the highest ad fatigue levels. Despite this fatigue, 55% of Southeast Asian consumers say ads influence their purchases, with Thailand (66%) and Indonesia (60%) showing the highest influence rates. The study demonstrates that omnichannel campaigns can reduce ad fatigue by 2.2 times and increase purchase intent by 1.7 times when three channels are connected holistically.

The Trade Desk (NASDAQ: TTD), a global advertising technology platform provider, has scheduled its Q2 2025 earnings release and conference call for August 7, 2025. The company will release its financial results after market close, followed by a webcast and conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time).

Investors can access the live webcast through the company's Investor Relations website. For telephone access, participants in North America can dial 888-506-0062, while international callers should use 1-973-528-0011 with conference ID "760543". An audio replay will be available until August 14, 2025.

The Trade Desk (NASDAQ: TTD), a leading global advertising technology company, has announced its inclusion in the S&P 500® Index effective July 18, 2025. This milestone represents a significant achievement for the company, as the S&P 500 is considered the premier benchmark for large-cap U.S. equities, comprising 500 leading companies and representing approximately 80% of available market capitalization.

CEO Jeff Green highlighted this achievement as a testament to the company's 16-year journey in delivering innovation to the digital advertising industry, crediting the success to TTD's employees, clients, and partners who have supported their programmatic advertising vision.

Instacart (CART) has expanded its partnership with The Trade Desk (TTD) to enhance programmatic advertising capabilities using retail media data. As the first U.S. retail media network to integrate grocery selection with The Trade Desk platform, Instacart now enables advertisers to create custom audiences and access real-time sales measurement signals. The partnership allows CPG brands to build self-serve custom audiences, utilize ready-made segments across various categories, and measure campaign performance through closed-loop measurement including attributed sales and ROAS. The integration eliminates the need for insertion orders while maintaining brand safety controls and data privacy compliance. Notable brands like Danone have already leveraged this integration for their campaigns, with Instacart's advertising ecosystem now spanning across 7,000 active brands and 1,800 retail partners.