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The Trade Desk’s Revenue Growth Stalls As Big Brands Tighten Their Belts | AdExchanger

The Trade Desk generated $715 million in Q2, up by only 3% year-over-year. Shares dropped by more than 20% in after-hours trading immediately after TTD reported its results on Thursday. “Our revenue growth is below our expectations and below the standard we hold ourselves to,” CEO Jeff Green told investors. Although he also cautioned that […]

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The Trade Desk’s Revenue Growth Stalls As Big Brands Tighten Their Belts | AdExchanger

The Trade Desk posted $715M Q2 revenue (+3% YoY only) pressured by Fortune-500 CPG and automotive cutbacks, but challenger brands grew 50% YoY and audio became the fastest-growing media format. Take-rate competition is intensifying: with Amazon DSP at 0% and Google Buyer Direct at ~10%, TTD's 20% fee makes independent DSPs vulnerable as brands optimize adtech stack costs.

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The Trade Desk is betting part of its recovery on measurement nobody can argue with

The Trade Desk missed Q2 forecast as buyers prioritize price; launching measurement framework and Audience Unlimited (subscription with AI scoring) to prove ROI. Transparent attribution flips the dynamic: advertisers stop buying cheap when data justifies premium inventory.

Timeline cronologica

venerdì 7 agosto 2026·digiday.com
The Trade Desk is betting part of its recovery on measurement nobody can argue with
Inside The Trade Desk’s plan to make cheap reach look cheap.
venerdì 7 agosto 2026·adexchanger.com
The Trade Desk’s Revenue Growth Stalls As Big Brands Tighten Their Belts | AdExchanger
The Trade Desk generated $715 million in Q2, up by only 3% year-over-year. Shares dropped by more than 20% in after-hours trading immediately after TTD reported its results on…