The Trade Desk (NASDAQ: TTD) has experienced a notable decline, shedding 66.2% of its value in 2025, positioning it as one of the worst performers in the S&P 500. Key factors contributing to this downturn include increased competition from Amazon, executive turnover, and revenue slowdowns, following the company’s first revenue estimate miss in 33 quarters earlier this year.
For 2025, The Trade Desk is projected to generate $2.89 billion in revenue, reflecting an 18.2% growth rate—an 8-percentage-point deceleration compared to 2024. The company has also faced challenges as Amazon begins to offer competitive demand-side programmatic advertising services at significantly lower fees, raising investor concerns over customer retention and future growth prospects. Despite these challenges, CEO Jeff Greene remains optimistic about the company’s long-term investment strategies focused on digital advertising.
