Key Takeaways TTD posted 25% revenue growth with Kokai adoption ahead of schedule and over 95% customer retention. PUBM's CTV business rose 50% year over year, but total sales fell 4% mainly due to a DSP client shift. TTD trades at a higher P/E than PUBM, raising valuation concerns amid uncertainty.Both The Trade Desk (TTD) and PubMatic (PUBM) play pivotal roles in the programmatic advertising ecosystem, but at opposite ends of the spectrum. TTD operates a leading demand-side platform (DSP), which helps a ...

Key Takeaways TTD repurchased $386M in shares in Q1 2025, exceeding its free cash flow of $230M for the quarter. A $1B authorization backs TTD's repurchase strategy, supported by $1.7B in liquidity and no debt. TTD expects Q2 revenues of at least $682M, implying 17% growth with stable macro conditions.The Trade Desk, Inc. (TTD) announced in its first-quarter 2025 earnings release that it used $386 million in cash to buy back its common stock. Strong balance sheet and consistent cash flow aided the repurch ...

Key Takeaways TTD expands its Instacart partnership to enable real-time sales and ROAS tracking in programmatic ads. Advertisers can now build custom units mid-campaign using CART's grocery catalog via TTD's Kokai platform. Instacart's integration spans 220 sites, making it a full-funnel hub for omnichannel campaign execution.The Trade Desk, Inc. (TTD) recently extended its collaboration with North America's top grocery technology platform, Instacart (CART) . This partnership makes Instacart the first U.S ...

Key Takeaways TTD unveils Deal Desk to enhance transparency and performance in digital advertising deals. Deal Desk uses AI to deliver Deal Quality Scores and automate deal activation and pacing. Disney is among the first to adopt Deal Desk, signaling strong industry support for the tool.The Trade Desk, Inc. (TTD) recently introduced Deal Desk, a cutting-edge innovation within its Kokai platform designed to enhance how advertisers and publishers manage one-to-one deals and upfront commitments. With artifi ...