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The Trade Desk, Inc.: Business Overview, Financials & Competitive Analysis

The Trade Desk, Inc. scores 6/10 on the AskCyborg Cyborg Score (Solid). With clarified regulatory landscape following DOJ's case against Google and a new suite of AI-driven tools, many analysts flag TTD as the premier recovery play for 2026. Despite recent stock decline, The Trade Desk's underlying financials remain resilient with Q3 2025 revenue of $739 million (18% YoY), full-year.

What is The Trade Desk, Inc.'s industry? The Trade Desk, Inc. (thetradedesk.com) operates in Programmatic Advertising / Ad-Tech. AskCyborg classifies The Trade Desk, Inc. under Programmatic Advertising / Ad-Tech in its company registry.

The Trade Desk offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including...

6/ 10Solid

Cyborg Score thesis

With clarified regulatory landscape following DOJ's case against Google and a new suite of AI-driven tools, many analysts flag...

Read the full analyst-debate transcript →
Industry Programmatic Advertising / Ad-Tech
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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What's in This Report
The Trade Desk, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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The Trade Desk, Inc. Overview

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The Trade Desk offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices. Unlike Google or Meta, The Trade Desk does not own any content or ad inventory, instead serving as an independent execution layer that avoids the arbitrage model.

Strategic Profile

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The company earns a platform fee typically around 15% to 20% based on total ad spend managed through its software, aligning TTD's success with advertiser success and fostering long-term loyalty and high retention rates. In December 2025, the company reorganized into dedicated business units for CTV, Retail Media, and Identity to better serve specialized needs of global brands.

Competitive Landscape

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Primary competitors include Google's ad tech solutions, particularly Display & Video 360, as well as Adobe's advertising cloud. Competition also comes from Magnite and Taboola despite company's strong market position. The Trade Desk continues to dominate the Open Internet, positioned as a vendor-neutral alternative to walled-garden platforms.

Industry Context

The Trade Desk, Inc. operates in Programmatic Advertising / Ad-Tech.

Key facts

Founded: 2009 · Headquarters: Ventura, US · Employees: 3,522 · Revenue: $2.8B · Market cap: $12.6B

What the analysts stress-tested

The top findings that survived the multi-agent debate for The Trade Desk, Inc..

  • Stock experienced significant correction in 2025, declining nearly 70% from highs amid concerns over slowing CTV growth and executive leadership changes
  • Kokai platform now utilized by over 85% of clients, with AI engine showing up to 20% improvements in cost-per-acquisition for clients
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Stock trading near $25-26 as of mid-February 2026 after 70% decline from 2024 highs
  • January 2026Interim CFO appointment and reaffirmed Q4 2025 guidance at $840 million revenue and $375 million EBITDA
  • +2 moreTrack every material event for The Trade Desk, Inc. as it happens. Explore monitoring →
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Display & Video 360Google's integrated ad buying platform for programmatic advertising→Adobe Advertising CloudEnterprise advertising platform for cross-channel campaign management→MagniteSupply-side platform helping publishers manage and monetize ad inventory→TaboolaPerformance advertising platform for the open web→

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Industry context

The Trade Desk, Inc. operates in Programmatic Advertising / Ad-Tech. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does The Trade Desk, Inc. do?+
The Trade Desk offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including...
What is The Trade Desk, Inc.'s Cyborg Score?+
The Trade Desk, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are The Trade Desk, Inc.'s main competitors?+
Named competitors include Display & Video 360, Adobe Advertising Cloud, Magnite, Taboola. The full competitive landscape is in the AskCyborg report.
How can I get the full The Trade Desk, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the The Trade Desk, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Programmatic Advertising research

Companies in the same sector and named competitors, ranked by Cyborg Score.

6The Trade Desk, Inc.7Magnite, Inc.