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鈥淲e鈥檙e starting to see some of these ecosystems 鈥� come together,鈥� said Will Doherty, senior vice president of inventory development at The Trade Desk. By platform: Mobile web delivers an outsize portion of ad sales. Mobile advertising鈥檚 most fundamental divide is between mobile web and in-app advertising.

The Trade Desk is developing a CTV operating system: Its ambitions could trigger a new age in CTV advertising and potentially upend the balance of power.

Another strong quarter for The Trade Desk: International growth and CTV surge, boosted by data-driven advertising and the new Kokai platform.

Nectar360, which has signed a deal with The Trade Desk to expand its off-site reach, enabling customers to target Nectar audiences across various channels, including connected TV (CTV) and online video inventory. AI-powered personalization is the next frontier for loyalty programs鈥攂ut it has potential pitfalls. AI-powered personalization can take loyalty programs to the next level.

Spotify鈥檚 CFO, Christian Luiga, told investors in February that 2025 will be the 鈥測ear of building,鈥� as it looks to add more DSP integrations beyond its pilot partner, The Trade Desk. If all goes to plan, 2026 will be the year the platform gets to scale, per Luiga.

The company鈥檚 recent partnership with The Trade Desk is likely aimed at reducing friction for ad buyers accustomed to other ad managers. That $20 billion target is ambitious. We forecast that US digital audio services ad spending will reach $7.55 billion this year; Dentsu forecasts $36.4 billion in worldwide audio ad spending in 2025. What鈥檚 next?

Disney and NBCU signal a major shift in CTV ad buys: Both are working with The Trade Desk to make inventory available programmatically.

The Trade Desk shows a way forward for advertising: Strong adoption of its Unified ID 2.0 solution led the company to strong Q4 earnings.

said Jeff Daniel, general manager of retail data partnerships at The Trade Desk. 鈥淣ow that there鈥檚 all this retail data-enabled off-site scale I can see and use, how do I reconcile it with my national media?鈥�. Advertisers鈥� appetite for experimentation will be curbed but not eliminated. Used a certain way, retail media networks (RMNs) offer the prospect of unusually high ROI to advertisers.

By shedding its gaming division, AppLovin strengthens its competitive positioning against industry giants like Google, Meta, and The Trade Desk. The sale boosts capital efficiency and profitability. With the gaming business gone, AppLovin's higher-margin advertising arm (78% EBITDA vs. 19% for gaming) becomes the main growth driver.

The Trade Desk. Tinuiti.

CVS Media Exchange (CMX) announced yesterday the beta launch of a new self-service offering in collaboration with The Trade Desk. The offering includes enhanced audience targeting, transparent ad pricing, the ability to activate media through its data service provider, and improved performance insights.

Ninety-one percent of US advertisers plan to maintain or increase their investment in retail data in the next few years, according to data from The Trade Desk Intelligence.

For the past few years, some of the biggest names in ad tech鈥擳he Trade Desk, PubMatic, Magnite鈥攈ave held onto CTV as a shiny growth narrative. Although investors鈥� enthusiasm seems to have started subsiding, CTV does represent a massive long-term opportunity for ad tech stakeholders. In the near term, a good deal of programmatic CTV ad dollars will transact directly with platforms that are still committed to keeping their content and data behind garden walls.

Amazon, Google's DV360, and The Trade Desk are the leading DSPs 鈥渋n that order,鈥� with companies like Xandr and Yahoo comprising a second tier of platforms. LiveRamp's position as what Howe calls 鈥渢he power company鈥� of ad tech allows it to partner broadly, as it doesn鈥檛 compete in media, agency services, or other adjacent businesses that might create conflicts of interest.

In March, Disney partnered with demand-side platforms (DSPs) The Trade Desk and Google鈥檚 Display & Video 360 to open up more of its streaming ad inventory to programmatic sales. And in June, Disney announced that it would target 鈥渕id-market advertisers鈥� that spend between $30 million to $300 million on advertising per year.

The Trade Desk (TTD) made waves with its Sellers and Publishers 500+ Marketplace last year. The solution, essentially a large inclusion list, narrows the open web down to a subset of websites and apps that TTD regularly vets and updates. In 2022, GroupM launched Premium Marketplace to provide clients with direct access to high-quality inventory.

It recently partnered with ad tech provider The Trade Desk and rewards platform Ibotta to help advertisers deliver more personalized campaigns and coupons across beauty, alcohol, and other categories. Its outlook anticipates 鈥渟ignificant鈥� investment in expansion, which could pressure its profits.

The Trade Desk (TTD) made waves with its Sellers and Publishers 500+ Marketplace last year. The solution, essentially a large inclusion list, narrows the open web down to a subset of websites and apps that TTD regularly vets and updates. In 2022, GroupM launched Premium Marketplace to provide clients with direct access to high-quality inventory.

Criteo, The Trade Desk, Taboola, Disney, and even individual publishers like The New York Times are pushing AI-powered advertising tools to meet growing demand from marketers.

The full funnel: DoorDash has teamed up with The Trade Desk in an effort to help advertisers deliver more relevant campaigns across display, mobile, streaming audio, and connected TV (CTV), as well as achieve closed-loop measurement.

said Jeff Daniel, general manager of retail data partnerships at The Trade Desk. 鈥淣ow that there鈥檚 all this retail data-enabled off-site scale I can see and use, how do I reconcile it with my national media?鈥�. Advertisers鈥� appetite for experimentation will be curbed but not eliminated. Used a certain way, retail media networks (RMNs) offer the prospect of unusually high ROI to advertisers.

Companies large and small will net hundreds of billions in US incremental ecommerce and digital ad dollars in the next two years. Who will be the big winners?

They can also activate programmatically through over a dozen platforms, including Google鈥檚 Display & Video 360, The Trade Desk, and Yahoo. Amplified Intelligence. Amplified Intelligence is an Australia-based provider touting proprietary attention data from over 100,000 human subjects from 15 countries.

However, advertising grumblings about unfair practices and transparency issues at Google could drive interest in competing offerings from other tech giants or from comparatively smaller players like the Trade Desk. That's what we've got time for this episode. We'll be talking a lot more about this and the other Google trial going forward, so stay tuned for that. In part, this is going to take time.