Key Takeaways Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. TTD expects a 38% adjusted EBITDA margin, aided by AI tools like Kokai and growing CTV momentumThe Trade Desk, Inc. (TTD) expects at least $682 million in revenues for the second quarter of 2025, implying approximately 17% year-over-year growth. It is to be noted that in the first quarter, the company recorded 25% year-ove ...