TTD · 10-Q · 2026Q2 · Full report

Customer Dynamics

Trade Desk, Inc. · 2026-08-06 · Importance 20 · Surprise 24

Clients include advertising agencies, advertisers, and service providers that support agencies or advertisers, generally under ongoing master services agreements. Recent campaign growth came from new clients and, over the six-month period, from both new and existing clients, although existing-client gross spend declined in the second quarter. Future growth depends on retaining existing clients, increasing the portion of their advertising budgets handled through the platform, and broadening relationships with existing enterprise customers and mid-market clients.