Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live

<p>The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break down Trade Desk&#39;s second-quarter 2026 results, including slowing revenue growth, declining margins, and back-to-back quarterly misses after eight straight years of beating Wall Street estimates.The conversation covers the company&#39;s pricing dispute with ad agency Publicis, rising competition from Amazon (NASDAQ:AMZN) and its own demand-side platform, and Trade Desk&#39;s newly hired C-suite team brought in to rebuild client relationships. We also discuss client retention trends, the shifting economics of digital advertising take rates, and whether Trade Desk&#39;s AI-powered platforms can help it hold its competitive edge.The episode closes with a look at valuation: is Trade Desk&#39;s beaten-down stock price already reflecting its challenges, or does it represent a buying opportunity for patient investors?🔗 Free 7investing trial: https://7investing.com/subscribe⚠️ This is not investing advice. Please do your own research before making any investment decisions.Chapters Timestamp Chapter00:00 Show Open &amp; Welcome02:47 Trade Desk&#39;s Historic Run: $13 to $130+ a Share04:43 Q2 2026 Earnings: Slowing Growth, Falling Margins08:12 CEO Jeff Green Blames Macro Headwinds10:08 Weak Q3 Guidance &amp; Two Straight Misses11:58 The Publicis Pricing Dispute13:44 Amazon&#39;s New DSP: A Direct Threat17:24 New C-Suite Hires: Rebuilding Client Trust21:06 Valuation Check: Is $13 a Share Justified?24:00 The End of the Cookie Story26:42 Take Rates &amp; Industry Consolidation28:21 Kokai AI Platform: Still Best-in-Class?31:01 Wrap-Up &amp; What&#39;s Coming This WeekHashtags#7investing #SimonErickson #TradeDesk #TTD #DigitalAdvertising #StockMarket #Amazon #AdTech #StockAnalysis #Investing</p>