Trade Desk's international growth surpasses North America with positive outlook for global digital ad market.

From Nasdaq: 2025-06-23 08:53:00

The Trade Desk’s international growth surpassed North America for the ninth consecutive quarter, expanding its global footprint in EMEA and APAC. Connected TV remains a driving force, with Trade Desk capitalizing on the shift to streaming platforms, reaching over 90 million households. Flagship products like Kokai are gaining demand momentum, cutting costs for clients.

Trade Desk is optimistic about its business strength despite uncertain macro conditions. For Q2 2025, it expects $682 million in revenues, with 17% year-over-year growth. The global digital ad spending market is projected to reach $1,483 billion by 2034, providing opportunities for Trade Desk to leverage its international momentum.

Magnite Inc. is seeing strong momentum in CTV space, with 19% year-over-year growth in 2024. PubMatic Inc. is also benefiting from the shift to streaming ad spending, with strong results in global markets. Both companies are challenging Trade Desk in the digital ad game, offering unique strengths and opportunities for growth.

The Trade Desk’s stock has fallen 28.7% in the past year, trading at a higher forward price-to-sales ratio than the industry average. The company’s earnings estimate remains steady, with a Zacks Rank of #3 (Hold). Despite challenges, Trade Desk remains well-positioned to capitalize on global digital ad spending trends and its expanding international presence.



Read more at Nasdaq: TTD Global Momentum Increases as International Growth Overtakes U.S.