The Trade Desk(US:TTD) Zheng Quan Ri Bao Wang·2025-08-11 11:42Core Insights - TheTradeDesk (TTD) reported Q2 2025 revenue of $694 million, a 19% year-over-year increase, outperforming the global digital advertising market [1] - TTD maintained a customer retention rate of over 95%, consistent over the past 11 years [1] - The company highlighted significant advancements in platform innovation, particularly with the Kokai media buying platform, which integrates more data into decision-making and utilizes AI to enhance first-party data value [1] - TTD achieved breakthroughs in CTV, retail media, and supply chain sectors, aiding top global brands in reaching target audiences within the Open Internet ecosystem [1] - TTD repurchased $261 million of Class A common stock in Q2 2025, with $375 million remaining in authorized but unused stock repurchase capacity [1] Financial Outlook - TTD anticipates Q3 2025 revenue to be at least $717 million, with adjusted EBITDA projected at approximately $277 million [2]