TTD · 10-Q · 2026Q2 · Full report

Advertising Demand Trends

Trade Desk, Inc. · 2026-08-06 · Importance 49 · Surprise 32

Trade Desk’s revenue growth was driven primarily by increased gross spend on its platform, with more advertising campaigns executed by new clients in the second quarter and by new and existing clients during the first six months of 2026. Gross spend from existing clients declined in the second quarter, while higher utilization of value-added services and data offerings supported growth. Management expects continued expansion in programmatic advertising adoption, client spend, advertising inventory, and platform query volumes.