Trade Desk Q1 revenue rises 12% as CTV deals expand
The Trade Desk reported its Q1 2026 financial results, with revenue growing 12% year-over-year to $689 million, and projected Q2 2026 revenue of at least $750 million. The company highlighted strategic advancements including Koa Agents for AI media planning, OpenTTD for integrated analytics, and new partnerships for CTV advertising with LinkedIn and programmatic buying with Paramount through UID2 support.
Key Takeaways
- Q1 2026 revenue reached $689 million, up from $616 million a year earlier.
- Customer retention stayed above 95% in the quarter, a level The Trade Desk said it has held for more than a decade.
- Koa Agents launched with Stagwell as the first partner for AI media planning, buying, optimization, and measurement across the open internet.
- LinkedIn picked The Trade Desk as its first DSP partner for activation of B2B data for CTV.
- Paramount announced live, in-game programmatic buying for select commercial ad units via The Trade Desk, and Xumo became the first CTV publisher to integrate OpenPath through the FreeWheel ad server.
Why It Matters
The immediate read is that The Trade Desk is still growing while layering in new tools for planning, identity, and CTV activation. Q1 revenue rose to $689 million, retention stayed above 95%, and management guided to at least $750 million in Q2 revenue and about $260 million in adjusted EBITDA. The ecosystem angle is in the mix of launches and integrations: Koa Agents, OpenTTD, OpenAds, UID2, LinkedIn, Paramount, Xumo, and FreeWheel all point to deeper ties across buyers, publishers, and streaming inventory. Watch the Q2 print for whether revenue clears the $750 million floor and whether these partnerships show up in operating results.
Read full article at thetradedesk.com
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