Trade Desk is projected to report a Q2 revenue increase of +17.4% YoY while EPS growth is modest at +5.1% YoY. The company has successfully adopted AI-powered Kokai, with two-thirds of clients utilizing the tool, resulting in a decrease in cost per conversion by 24% and an improvement in campaign results. Retail media and CTV demand are crucial for the company's strategy, particularly with ongoing partnerships like that with Walmart. Investors are focused on these areas heading into the second half of the year.
For full-year 2025, revenue is projected to rise +17.4% YoY, while EPS is expected to grow just +5.1% YoY, indicating limited operating leverage.
Kokai adoption has reached two-thirds of clients, leading to significant performance improvements, including 24% lower cost per conversion and 20% lower cost per acquisition.
Retail media and CTV demand are key strategic pillars for Trade Desk, with investor focus on share gains and brand sentiment improving into H2.
The performance of the digital advertising market is stabilizing, raising investor expectations for Trade Desk's ability to sustain double-digit growth.
Collection
[
|
...
]