Media buying platform and global advertising technology company the Trade Desk lifted revenue a better than expected 25% to $US616 million in the March quarter despite “macro volatility”.
CEO and co-founder Jeff Green said he was optimistic about the company’s ability to continue to outpace the market.
The Trade Desk expects June quarter revenue to be at least $682 million.
“Amid increased macro volatility to start the year, 2025 is shaping up as an important time for marketers,” he said.
“Leading marketers are looking for ways to embrace the open internet, where their consumers are spending most of their time, to drive business differentiation and growth.
“(Media buying process) Kokai is giving them more power than ever to accomplish that, in stark contrast to the many limitations of walled gardens.
"As a result, The Trade Desk is well positioned to help our clients succeed and capture greater share by harnessing the full power of the open internet.”
The result outpaced consensus estimates.
"This isn’t just a bounce — it’s a statement. With customer retention still sky-high at over 95%, TTD proved that Q4’s stumble was the exception, not the rule," said Emarketer analyst Jeremy Goldman.
"Even better, this momentum is fueled not by one-off campaign wins but by durable platform improvements. Kokai is gaining traction, OpenPath is streamlining publisher access, and Unified ID 2.0 continues to gather global support, with new adopters in Japan, Italy, and among marquee publishers like The Guardian and NY Post.
"Yes, this is a return to form — but it comes with a price: expectations are now reset higher. Growth may have re-accelerated to 25%, but the tougher comps start now. The company's challenge is to maintain this velocity in a year full of macro curveballs, from economic jitters to geopolitical flux to Amazon breathing down its DSP neck.
"And while the Sincera acquisition brings better measurement optics, it remains to be seen whether that translates to incremental revenues or simply better-informed buyers."
The March quarter 2025 numbers:
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