Altcoins News

Story: TTD Stock Crashes 20% as Amazon Threatens Programmatic Ad Dominance

By Sakamoto Nashi

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Amazon Muscles Into Connected TV. The Trade Desk faces a real problem. Amazon's pushing hard into connected TV advertising, using…

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Retention Stays Strong But Growth Fades. Customer retention's still above 95%, which sounds good.

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The Trade Desk got hammered. Shares fell more than 20% after the company reported first-quarter earnings that missed Wall Street targets and issued guidance showing growth is…

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Revenue came in at $689 million for the quarter, up 12% from a year earlier. But profits didn't keep pace. Adjusted earnings per share hit $0.28, well below the $0.

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The Trade Desk faces a real problem. Amazon's pushing hard into connected TV advertising, using Prime Video and its massive retail data trove to compete directly in one of The…

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Connected TV was supposed to be The Trade Desk's big opportunity. Streaming services need ad tech, and the company positioned itself as the neutral partner that could work across…

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The competitive pressure's showing up in the numbers. Revenue growth dropped from 25% in the first quarter of 2025 to just 12% in the same period this year.

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Customer retention's still above 95%, which sounds good. The Trade Desk reported adjusted EBITDA of $206 million with a 30% margin. But those metrics didn't calm investors down.

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The platform lets advertisers buy digital ads across websites, apps, streaming services, and other channels.

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Related: Miami Crypto Summit Turns Into Hygiene Nightmare as Attendees Skip Deodorant

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Investors who bought the stock at its peak are down huge. The 85% drop reflects a complete reversal in sentiment.

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Analysts are cutting price targets. Some are downgrading the stock outright. The concern isn't that The Trade Desk is going away, but that it can't justify the valuation it…

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The company's trying to innovate. Management talks about new product features and expanding into new channels.

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The second-quarter guidance basically told investors to expect more of the same. Growth's slowing, competition's intensifying, and the path back to 20%-plus revenue increases…

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