TTD · 10-Q · 2026Q2 · Full report

Macroeconomic Factors Impact

Trade Desk, Inc. · 2026-08-06 · Importance 29 · Surprise 24

Trade Desk states that changes in interest rates, foreign-currency exchange rates, trade policies, inflation and geopolitical developments have contributed to a global slowdown that could reduce demand for clients’ goods and services and disrupt advertising activity. Falling portfolio interest rates and lower invested balances reduced interest income, while foreign-currency transaction losses increased due to exchange-rate changes against the U.S. dollar during the three and six months ended June 30, 2026. The company also reports rising prices for hosting infrastructure components because of high demand and says it cannot predict the size or duration of the macroeconomic impact on revenue or results of operations.