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How The Trade Desk faces growing challenges amid rising competition

DATE POSTED:October 7, 2025

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Ad tech isn’t an easy business. Just ask The Trade Desk. Once the crown jewel of the industry, The Trade Desk is presently having a rough go. Between missed revenue targets and rising competition from the likes of Amazon, cracks are starting to form in the company’s crown.

For years, The Trade Desk was the premier platform, raking in enough spend to account for 33 consecutive quarters of meeting or beating expectations. Slowly, things started to change. Disgruntled media agency whispers around fees reached a fever pitch. Kokai, its AI-driven data platform upgrade, lost hype. Walmart split, ending the exclusive part of its partnership with The Trade Desk.

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