The Trade Desk CTV revenue jumps 50% in EMEA and APAC
The Trade Desk reported over 50% year-over-year growth in CTV revenue across EMEA and APAC regions, signaling strong international momentum despite the U.S. market accounting for 83% of total revenue. The company faces increasing competition in programmatic CTV from vendors like Magnite and PubMatic, both of which are also expanding their agentic buying capabilities in international markets.
Key Takeaways
- International markets now contribute 17% of total revenue, with China growing over 100% year-to-date.
- Advertisers outside the top 500 accounts are delivering more than 50% year-to-date growth.
- Magnite and PubMatic are challenging TTD's dominance by launching agentic buying campaigns in France and Spain.
- PubMatic reported that CTV, mobile, and emerging streams now account for 60% of its total revenue.
Why It Matters
The 50% surge in international CTV revenue indicates that programmatic advertising is maturing rapidly outside the U.S., providing a necessary hedge against domestic market saturation. However, the rise of agentic buying from competitors like Magnite and PubMatic in Europe suggests that TTD no longer holds a clear technological monopoly in high-end automation. As global streamers increasingly rely on these programmatic channels to scale, the battle for international market share will likely compress margins for pure-play demand-side platforms. Watch for TTD's next earnings report to see if international contributions can offset the recent 47.4% decline in share price relative to the S&P 500.
Read full article at qz.com
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