The Trade Desk Plunges 35.8% on Policy Warnings, CFO Exit

The Trade Desk's stock plummeted by 35.8% in pre-market trading on August 8, 2025, as investors reacted to a series of negative developments.

The company's CEO warned of potential impacts from changing trade policies, which could significantly affect its market valuation. This warning came after the company reported a sharp slowdown in second-quarter revenue growth, driven by softer demand for its digital advertising services, particularly in the connected TV sector.

Adding to the turmoil, The Trade Desk announced that its CFO, Laura Schenkein, would be stepping down after more than a decade in the role. This leadership change, coupled with the revenue slowdown, has raised investor skepticism about the company's future growth prospects.

Despite delivering robust quarterly results, including 19% year-over-year revenue growth, the market's reaction suggests that investors are focusing more on the potential headwinds and leadership changes rather than the current performance.