The Trade Desk, Inc.

“We've begun integrating with partners like Koddi and even more recently, Dollar General, and we expect more retailers to enable programmatic access to sponsored listings in 2026.”

Dollar General is integrating with The Trade Desk to enable programmatic access to on-site sponsored listings, extending Dollar General's retail-media monetization.

“We were also recently chosen by Lyft Ads to power their off-site rider experience or mobility media, as Lyft calls it.”

Lyft Ads chose The Trade Desk to power its off-site mobility-media advertising, a positive read-through for Lyft's advertising/media business.

“we announced the first of many partnerships with one of the up-and-coming large agencies, Stagwell.”

The Trade Desk announced an agentic-AI partnership with agency Stagwell to create, edit and modify campaigns, a positive for Stagwell's programmatic capabilities.

“since 2018, we've done billions of dollars of business with Publicis through the agreement that we have.”

The Trade Desk has done billions in business with agency Publicis since 2018 and is in ongoing negotiations about the next chapter of the partnership amid public friction.

“about a decade ago, Google made the decision to stop sharing ad level logs or log-level data.”

The Trade Desk contrasts its data-sharing approach with Google, which stopped sharing log-level data a decade ago; framed as a walled-garden competitor dynamic.

“our pharma team recently went head-to-head against Amazon for one of the largest pharmaceutical advertisers in the world.”

The Trade Desk won back a large pharma advertiser from Amazon's ad platform, and separately noted Amazon represents under 15% of US retail spend versus TTD's broader retail-data marketplace.

“NBCU has institutionally embraced that better signals and better options will move more dollars to CTV.”

Comcast's NBCUniversal (including FreeWheel) is leaning into supply-chain and price-discovery initiatives that move more ad dollars to CTV, a positive read-through for NBCU's ad platform.

“Our partnership with Netflix is a source of optimism for us, but also for the open Internet.”

Netflix's methodical ad rollout and partnership with The Trade Desk is highlighted as a positive for Netflix's ad business and the open Internet.

“Disney has one of the largest ad businesses of any publisher in CTV.”

Disney is a major CTV ad publisher with a close biddable/programmatic relationship with The Trade Desk, benefiting from better data and higher CPMs.

“just over 10% of Spotify's revenue has come from ads.”

The Trade Desk sees large untapped ad upside at Spotify, noting ads are only ~10% of Spotify revenue and expressing bullishness on Spotify audio ad monetization.