The Trade Desk has won the battle for supremacy on the open internet, says Needham & Company’s Laura Martin. But it might just be losing the war for the future of the web to walled gardens and AI search.
When The Trade Desk sneezes, ad tech catches a cold.
The Trade Desk continued its shaky 2025 earnings schedule when it reported Q2 results on Thursday.
The Trade Desk currently has no concrete plans to deprecate its legacy Solimar user interface in order to push adoption of its new UI, Kokai.
If you felt a strange gust around 5 p.m. ET on Thursday, it was probably just the cumulative sighs of relief across Wall Street as The Trade Desk shook off its Q4 blues with a better-than-expected first quarter earnings report.
The Google antitrust ruling will have wide-reaching implications for the tech industry at large, not just the ad businesses therein. But in the meantime, it’s only natural to see programmatic veterans letting off a bit of steam.
Why is programmatic media buying so dang complicated? That question was an ever-present topic at the 2025 ANA Media Conference in Orlando, Florida this week.
The Trade Desk’s weak Q4 emboldened the company’s critics; DOGE’s cuts to federal agencies are hurting ad agencies; and President Trump fires the two remaining Democratic FTC commissioners.
What exactly are joint business partnerships? Plus, AI chatbot responses may be susceptible to Russian propaganda.
To zero in on premium inventory, The Trade Desk is analyzing metadata signals about ad placements and pushing adoption of its alternative ID. It’s also betting the farm on CTV.
