Trade Desk, Inc.
The Trade Desk provides a digital advertising platform for advertising agencies, advertisers and other service providers. Its self-service platform helps ad buyers plan, purchase, manage, optimize and measure programmatic campaigns across channels, devices and ad formats. Clients can use artificial intelligence tools, third-party data, their own data and measurement features, and can customize the platform through application programming interfaces. The Trade Desk also offers data and value-added services, including data management and publisher management tools, and supports access to inventory through exchanges, publishers and supply-side platforms. The company makes money by charging clients a platform fee generally based on a percentage of their total platform spend, as well as fees for value-added services and data. Clients typically work with The Trade Desk under ongoing master services agreements. The company is headquartered in Ventura, California.
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See all $TTD insider activity →The Trade Desk, an ad-tech firm, announced that co-founder Dave Pickles is rejoining the company in an expanded technology leadership role. Pickles, who previously served as CTO, will lead a new CTO Council and guide the company's technology and product development. The Trade Desk's shares rose about 5% following the announcement, closing at $13.23 on Nov. 4.
SpotsNow launched SuperAgent, an AI tool for podcast ad campaigns across 60,000 shows. Descript expanded its AI editing platform with new tools for podcasters. The Trade Desk announced Dave Pickles' return as a technology leader to establish a CTO Council.
Trade Desk (TTD) stock fell 73.8% in the year to November 3, 2026, with the steepest drop after its Q2 report. Revenue growth slowed from 18.7% to 3.0% over the past year, with management forecasting further decline. Operating income decreased from $117M to $102M in Q2 2026. The company expects adjusted EBITDA of $160M in Q3, down from $241M in Q2.
Over the past 7 days, AlphAI's AI scored 11 news stories mentioning TTD (Trade Desk, Inc.). Coverage has skewed bearish: 2 bullish, 3 neutral, and 6 bearish.
Recent TTD coverage spans earnings, technology and market movers.
Positive catalyst from leadership return likely supports further upside.
Expanded technology leadership may signal renewed product/engineering focus and faster roadmap execution.
The slowdown in sales and profit guidance suggests continued downside pressure on the stock.
TTD’s reaction is likely sentiment-driven, with no direct fundamental trigger provided in the article.
Negative sentiment could weigh on the stock.
AlphAI scores every news story that mentions TTD with an AI model for sentiment and relevance, and aggregates insider trades from Trade Desk, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
The Trade Desk, an ad-tech firm, announced that co-founder Dave Pickles is rejoining the company in an expanded technology leadership role. Pickles, who previously served as CTO, will lead a new CTO Council and guide the company's technology and product development. The Trade Desk's shares rose about 5% following the announcement, closing at $13.23 on Nov. 4.
SpotsNow launched SuperAgent, an AI tool for podcast ad campaigns across 60,000 shows. Descript expanded its AI editing platform with new tools for podcasters. The Trade Desk announced Dave Pickles' return as a technology leader to establish a CTO Council.
Trade Desk (TTD) stock fell 73.8% in the year to November 3, 2026, with the steepest drop after its Q2 report. Revenue growth slowed from 18.7% to 3.0% over the past year, with management forecasting further decline. Operating income decreased from $117M to $102M in Q2 2026. The company expects adjusted EBITDA of $160M in Q3, down from $241M in Q2.
AppLovin (APP) shares rose 6% to $243.12 ahead of Q3 earnings, despite a 64% YTD decline. The company guided for Q3 2026 revenue of $2.055B-$2.085B and adjusted EBITDA of $1.71B-$1.74B. Peers Unity (U) and The Trade Desk (TTD) also gained, up 4% and 0.7% respectively. AppLovin's AI ad engine, AXON, drives its revenue growth.
Pinterest and The Trade Desk are compared based on financial health, risks, and valuation. Pinterest has a lower debt-to-equity ratio (0.2x), higher current ratio (1.6x), and $795.7M in free cash flow, but faces advertising revenue reliance and legal risks. The Trade Desk depends on programmatic advertising growth and faces competition and privacy-related risks.
Trade Desk (TTD) stock trades at 14.1x earnings, lower than the S&P 500's 22.6x. Revenue growth slowed to 3% in Q2 2026 from 18.7% a year earlier, attributed to advertiser budget cuts and shifting priorities. Management guided revenue to at least $650M for Q3 2026, down from $739M a year earlier. The stock has fallen 75.4% over the year, while free cash flow rose to $136M in Q2 2026.
Reddit is gaining advertiser share, while The Trade Desk's revenue growth slowed. The Trade Desk reported $741M in Q4 2026, up 22% YoY, but growth dropped to 3% in Q2 2026. Q3 revenue is expected to decline YoY, indicating struggles amid competition.
Digital Envoy's NetAcuity data is now integrated into The Trade Desk's platform, enabling advertisers to create more precise audience segments using ISP, mobile carrier, and organization-level signals. The partnership is live globally, including in EMEA and APAC, and supports campaigns beyond traditional geographic targeting. According to Digital Envoy, this integration unlocks new audience strategies for advertisers, particularly in technology and telecommunications sectors.
Trade Desk (TTD) reported slower overall growth (3% in Q2 2026) but faster growth in EMEA and APAC regions (30% each). Management guided for Q3 revenue below the prior year. The company plans to focus investments and announced layoffs. Growth in international regions is a key factor for investors to watch.
Netflix is expanding its partnership with The Trade Desk to enhance targeting and measurement for advertisers using Kokai, a programmatic platform. Starting in November, advertisers can use first- and third-party data to target Netflix audiences. This follows Netflix's July integration with Sellers and Publishers 500+ for broader inventory access.
