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

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...

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What's in This Report
The Trade Desk, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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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...

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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: June 15, 2026
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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

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

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Display & Video 360Google's integrated ad buying platform for programmatic advertisingAdobe Advertising CloudEnterprise advertising platform for cross-channel campaign managementMagniteSupply-side platform helping publishers manage and monetize ad inventoryTaboolaPerformance 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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