The Trade Desk Is Leverages Powerful CTV Tailwinds To Transform Its Future Growth Trajectory But Will It Work?

The Trade Desk, Inc. reported a solid performance in its third quarter of 2025, demonstrating robust revenue growth and strategic advances within the programmatic advertising space. Revenue increased by 18% year-over-year to $739 million, marking an impressive 22% growth when excluding political ad spends from the prior year. The company’s largest and fastest-growing channel, Connected TV (CTV), continues to drive this growth, reflecting the industry’s shift towards biddable CTV. This trend aligns with The Trade Desk’s strategic focus on enhancing flexibility, control, and performance for advertisers through decision-buying approaches over traditional programmatic methods. From a product standpoint, The Trade Desk has introduced several innovative solutions, such as the Kokai platform, which utilizes advanced AI architectures to enhance performance metrics significantly compared to previous versions. These enhancements have resulted in a 26% better cost per acquisition and a 94% improved click-through rate, illustrating the platform’s competitive edge in optimizing advertising spend.