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The Trade Desk Q2 2025 Earnings Call: 19% Revenue Growth Amid Kokai Adoption and New Leadership
ByAinvest
Thursday, Aug 7, 2025 9:03 pm ET1min read
The Trade Desk (TTD) expects a 14% Q3 revenue growth target, driven by rapid Kokai adoption and new leadership. CEO Jeffrey Terry Green reported a 19% revenue growth in Q2 2025 compared to last year, outpacing the digital advertising market due to innovation and value delivery.
The Trade Desk (TTD), a leading digital advertising platform, reported robust financial performance for the second quarter of 2025. The company's CEO, Jeffrey Terry Green, highlighted a 19% year-over-year revenue growth, driven by innovation and value delivery to clients. The strong performance was attributed to the growing adoption of the company's AI-driven Kokai platform and its leadership in connected TV (CTV) advertising.Green emphasized that the company continues to outpace the digital advertising market, with CTV remaining its fastest-growing channel. He noted deepening partnerships with major players such as Disney, NBCU, Walmart, Roku, LG, and Netflix. The Kokai platform, which claims to deliver significant cost savings and efficiency gains, is now adopted by about three-quarters of clients, with the company expecting full adoption by the end of 2025.
In terms of leadership, Green announced the appointment of Alex Kayyal as the new CFO, effective August 21, and welcomed AI expert Omar Tawakol to the board. The company also expects all clients to be using Kokai by the end of 2025, with ongoing strength in joint business plans and expanding international presence.
For the third quarter, The Trade Desk expects a 14% year-over-year revenue growth, reflecting strong fundamentals and the continued rollout of its advanced ad tools. The company's Q3 guidance also projects adjusted EBITDA of approximately $277 million.
While the company's Q2 report was well-received, the market's reaction to the Q3 outlook was mixed. Some analysts expressed curiosity and skepticism regarding competitive threats and the durability of product-driven KPI improvements. However, management maintained a confident and optimistic tone throughout the earnings call, emphasizing opportunities and innovation.
References:
[1] https://m.economictimes.com/news/international/us/trade-desk-stock-collapses-28-after-q2-shock-is-this-the-beginning-of-the-end-for-ad-techs-golden-run/articleshow/123174862.cms
[2] https://seekingalpha.com/news/4482175-the-trade-desk-outlines-14-percent-q3-revenue-growth-target-amid-rapid-kokai-adoption-and-new
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