"“We are convinced that the evolution and changes being made in the open internet today will make it soon become a place where, consistently, an advertiser's first dollar is spent,” Green told investors."
"“Once the open Internet consistently gets the first dollar, most of the walled gardens will open up their inventory and join the open Internet,” Green hypothesized. “I view this as inevitable.”"
"The Trade Desk made $689 million in Q1 2026, up 12% from the period last year, while its net income and profit margin dipped slightly to $40 million and 6%, respectively, according to its quarterly earnings report on Thursday."
"Green touched on some of the main growth channels that TTD mentions every quarter: namely, streaming TV and retail media. And, of course, AI received its fair share of attention."
The Trade Desk reported $689 million in Q1 2026 revenue, up 12% year over year, while net income fell to $40 million and profit margin dipped to 6%. The CEO warned that difficult macroeconomic conditions are making marketers cautious, and investors responded by sending shares down 15% after earnings. Growth channels emphasized include streaming TV and retail media, with AI also receiving attention. The CEO outlined a DSP strategy for a changing advertising environment, including a forecast that open internet changes will lead advertisers to spend their first dollar there. If that happens, walled gardens are expected to open their inventory and join the open internet, reducing the current budget deficit for open-internet publishers and media companies.
Read at AdExchanger
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