"The company reported momentum in its CTV, retail media, and data-driven buying offerings, citing integration with Dollar General, LinkedIn, Netflix, PacVue, and Skaai, as well as the recently launched agentic planning tools within its Koa platform."
"In prepared remarks to equities analysts, The Trade Desk CEO Jeff Green claimed, "March was our biggest month on record for JBP [joint business plan] signings [45 in total]...," adding that such arrangements - a key pillar of its growth strategy since last year - with brands continue to grow."
""New JBP deal spend grew 40% year over year during the quarter," he added. "Most great marketers have JBP or MSAs [master service agreements] directly with their buying platform, but they also have clear models of engagement with their agency partners.""
"However, in the hours ahead of the May 7 announcement, The Trade Desk confirmed to Adweek that Jacobson, who has been with the company for five years, managing its strategic investments and partnerships, will retain a seat on the company's board of directors as she departs for OpenAI."
The Trade Desk reported Q1 revenues of $689 million and described momentum across connected TV, retail media, and data-driven buying. The company cited integrations with Dollar General, LinkedIn, Netflix, PacVue, and Skaai, along with newly launched agentic planning tools within its Koa platform. The company also emphasized joint business plan activity as a growth strategy, reporting 45 JBP signings in March, its biggest month on record. New JBP deal spend increased 40% year over year during the quarter. Shortly before the market disclosure, the company confirmed that CSO Samantha Jacobson would depart for OpenAI while retaining a board seat, following recent senior executive changes described as a “changing of the guard.”
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