"The Trade Desk still grew revenue in the high teens (around 18% year over year) in 2025. Customer retention remained above 95%, a level few companies can achieve consistently."
"The stock didn't fall because growth disappeared. It fell because investors' expectations have changed. The Trade Desk beat revenue estimates for more than 30 consecutive quarters."
"Competition has intensified across the board. Amazon has built an advertising business generating more than $60 billion annually, and it continues to expand into the demand-side platform (DSP) space."
The Trade Desk experienced a significant stock decline of over 50% in 2025, despite achieving 18% year-over-year revenue growth and maintaining high customer retention. The company continued to develop its AI-driven platform, Kokai, which supports nearly all client campaigns. However, a missed revenue expectation in late 2024 shattered investor confidence, leading to further declines in 2025 amid intensified competition from companies like Amazon, which has rapidly expanded its advertising business and demand-side platform capabilities.
Read at The Motley Fool
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