Overview
- The stock ticked up after a 16‑month slide that left it down nearly 85% from its December 2024 peak.
- CEO Jeff Green bought about 6.4 million shares for roughly $150 million and published an op‑ed arguing Wall Street has it wrong and promoting OpenTTD, a push to let partners build on the company’s ad‑tech platform.
- Agency reviews intensified pressure on client ties after a report said Publicis urged clients to pause spending following an audit that flagged fees, and Green said the company has not failed any audit.
- Amazon’s demand‑side platform—the software advertisers use to buy digital ads—is squeezing Trade Desk on pricing and data access, and customers also reported glitches and removed features in Trade Desk’s new Kokai system.
- Despite the selloff, 2025 results showed revenue of $2.9 billion up 18% and net income of $443 million up about 15%, and one Seeking Alpha author upgraded the stock to buy on signs the shares may be bottoming.