Facing a challenging period on the stock market, The Trade Desk has initiated a multi-pronged strategic response. After witnessing its share price decline by more than 60% during the difficult 2025 trading year, the advertising technology specialist is now unveiling several key initiatives designed to reclaim momentum. The critical question remains whether these moves will be sufficient to alleviate persistent investor concerns.
New DIRECTV Alliance Targets Connected-TV Growth
In a significant prelude to its broader announcement, The Trade Desk revealed a surprising partnership with DIRECTV. This collaboration, announced just one day prior to the OpenAds launch, is focused on developing a customized version of The Trade Desk’s proprietary TV operating system, Ventura. The project aims to merge DIRECTV’s streaming interface with The Trade Desk’s programmatic advertising technology.
The ambitious objective is to provide television manufacturers with a comprehensive, integrated solution that seamlessly blends content and advertising. Devices equipped with this new system are scheduled to launch in the second half of 2025. This partnership strategically positions The Trade Desk to capture a larger share of the lucrative connected-TV market, a vital growth segment for the company.
OpenAds Platform Addresses Industry Turbulence
Responding directly to recent upheavals in the programmatic advertising sector, The Trade Desk introduced its new auction platform, “OpenAds,” on October 2nd. This development comes after Prebid.org’s late-August decision to deactivate a crucial transaction identifier, a move that substantially complicated the detection of duplicate bids across the advertising ecosystem.
Should investors sell immediately? Or is it worth buying Trade Desk?
Jeff Green, the company’s CEO, characterized OpenAds as an essential measure to maintain equitable and transparent auction mechanisms. The platform will be available in two distinct formats: an enterprise-level solution tailored for major publishers and a streamlined version for smaller content providers. An initial rollout to partner organizations is set to begin within October.
Strategic Moves Amid a Shifting Competitive Landscape
These initiatives arrive at a pivotal juncture for The Trade Desk. The company is currently navigating a landscape marked by decelerating revenue expansion and mounting competitive pressures. Financial results for the second quarter of 2025 showed a 19% year-over-year revenue increase, a figure that surpassed market expectations. However, this growth rate represents a slowdown compared to the company’s historical quarterly performance.
Through the OpenAds platform, The Trade Desk is reinforcing its core position within the “open internet,” directly countering the “walled garden” approaches of industry giants like Google and Amazon. For the upcoming third quarter, management has provided revenue guidance targeting a minimum of $717 million. This strategic push follows closely on the heels of another recent innovation: the late-September introduction of “Audience Unlimited,” an AI-powered overhaul of the company’s data marketplace.
Ad
Trade Desk Stock: Buy or Sell?! New Trade Desk Analysis from January 9 delivers the answer:
The latest Trade Desk figures speak for themselves: Urgent action needed for Trade Desk investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from January 9.
Trade Desk: Buy or sell? Read more here...
