The Trade Desk Inc (TTD) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...

The Trade Desk CEO Jeff Green discusses the company's competitive positioning and growth strategy during their Q2 2025 earnings call, originally reported by GuruFocus.

Green addresses key strategic areas including competition with Amazon's advertising business, emphasizing that The Trade Desk maintains focus on transparency and objectivity across the open internet rather than competing directly with Amazon's inventory-focused approach. The company views programmatic advertising as advantageous during uncertain economic conditions, with their AI-powered Kokai platform showing remarkable success as campaigns outperform legacy systems by over 20 points on key performance indicators.

• Amazon is viewed as a potential partner rather than direct competitor due to different business models and inventory focus
• Kokai AI platform upgrade drives significant performance improvements with three-quarters of spend already utilizing the system
• Open internet advertising expected to gain market share over walled gardens due to premium content and better brand performance
• Economic uncertainty creates opportunities for programmatic advertising's agility and control advantages