The Trade Desk Stock Price, News & Analysis

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.

The Trade Desk (NASDAQ: TTD) has partnered with EDO to integrate Convergent TV measurement into its programmatic advertising platform. This first-of-its-kind integration allows advertisers to access EDO's investment-grade data across all brand categories to measure and optimize CTV campaign effectiveness. The solution enables marketers to track mid-funnel outcomes like brand searches and website visits, compare performance against industry benchmarks, and integrate first-party data for improved bidding decisions. The partnership represents a significant advancement in CTV measurement, making outcome-based data directly accessible through programmatic platforms. EDO has also established partnerships with DoubleVerify Scibids AI and Chalice AI, enabling AI-powered optimization and cross-platform planning capabilities on The Trade Desk platform.

The Trade Desk (NASDAQ:TTD) has announced Deal Desk, a groundbreaking new feature of its Kokai platform designed to revolutionize digital advertising deal management. This AI-powered tool provides unprecedented transparency into deal performance between advertisers and publishers. Key features include Deal Quality Scores, automated deal activation, and new APIs for publishers. The platform helps optimize campaign performance, troubleshoot pacing issues, and identify premium alternatives when deals underperform. Disney is among the initial publishers adopting Deal Desk for private marketplace deals. The tool addresses a critical industry need, as digital advertising deals represent a significant portion of programmatic spending but often underperform due to limited visibility into impression quality and pacing. Deal Desk will begin beta testing in Q3 2025.

The Trade Desk (TTD) has announced OpenSincera, a new free application that will provide comprehensive advertising metadata and insights to the entire advertising industry. The application, launching on June 6, 2025, will offer metrics on ad experience including ads-to-content ratio, page weight, average ads-in-view, and ad refresh rate.

Following The Trade Desk's acquisition of Sincera earlier this year, OpenSincera will make Sincera's digital advertising data more widely accessible, including to competitors. The launch includes a new API service enabling ad-tech companies to easily build services using the data. The initiative aims to improve transparency and efficiency in digital advertising supply chains.

The Trade Desk (NASDAQ: TTD) reported strong Q1 2025 financial results with revenue growing 25% year-over-year to $616 million. The company's net income reached $51 million with an 8% margin, while adjusted EBITDA was $208 million with a 34% margin. Customer retention remained above 95% for the eleventh consecutive year. Notable developments include the appointment of Vivek Kundra as COO, the acquisition of Sincera, and expanded partnerships for Unified ID 2.0 and OpenPath initiatives. The company repurchased $386 million of Class A common stock and provided Q2 2025 guidance projecting revenue of at least $682 million with adjusted EBITDA of approximately $259 million.

The Trade Desk (NASDAQ: TTD), a global advertising technology platform provider, has scheduled its first quarter 2025 financial results announcement for Thursday, May 8, 2025 after market close.

The company will host a webcast and conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) to discuss Q1 financial performance. Investors can access the live webcast through the company's Investor Relations website at investors.thetradedesk.com.

For telephone access, North American callers can dial 888-506-0062, while international callers should use 1-973-528-0011, with conference ID code '630300'. An audio replay will be available until May 15, 2025, accessible by dialing 877-481-4010 (US) or 1-919-882-2331 (international) with replay code 52337.

The Trade Desk has announced the appointment of Vivek Kundra as Chief Operating Officer (COO), effective March 31st. Kundra, who will oversee global operations and drive operational excellence, brings significant experience from his roles at Salesforce and as the first U.S. Government CIO.

During his tenure at Salesforce (2012-2017), Kundra helped quadruple revenue to $8.4 billion through enterprise cloud adoption and strategic industry expansions. As U.S. CIO (2009-2011), he managed $80 billion in technology investments and led cloud transition initiatives. Most recently, he served as COO at Sprinklr and project44.

The appointment comes as The Trade Desk seeks to enhance operational rigor amid significant growth in revenue, personnel, and global reach. CEO Jeff Green emphasized that Kundra's expertise aligns with the company's long-term growth objectives.

Fluidstack, the AI Cloud Platform, announced key executive appointments to strengthen its leadership team. Rob Perdue, former COO of The Trade Desk (TTD), joins as Chief Operating Officer, bringing experience from scaling TTD from $1M to $700M in revenue and increasing enterprise value from $20M to $22B.

Additional appointments include Dan Carpenter as VP of Sales from AWS, Mike McDonald as VP of Product with experience from Google and Microsoft, and Katherine Ollerhead as General Counsel, formerly of Canonical.

The leadership expansion follows Fluidstack's recent €10 billion commitment to building a 1-gigawatt AI supercomputer in France, announced at the AI Action Summit in Paris.

The Trade Desk (TTD) has appointed Alex Kayyal to its board of directors. Kayyal, currently a partner at Lightspeed Venture Partners, brings extensive experience as an investor, operator, and advisor to technology companies. He has a decade-long relationship with TTD as an early investor and previously served as Senior Vice President at Salesforce, where he managed Salesforce Ventures and expanded their global investment footprint to over $5 billion in deployed capital.

Kayyal's expertise includes identifying global trends, driving innovation, and scaling high-growth businesses. He has advised and invested in leading technology companies across 15 countries, including notable firms like Gong, Miro, and monday.com. His background includes founding HGP, a venture growth fund where he led the initial investment in The Trade Desk, and starting his career at Merrill Lynch advising growth-stage companies.