In early May 2026, The Trade Desk reported first-quarter revenue of US$688.86 million with lower net income year on year, completed a multi-year US$2.43 billion share repurchase program, and saw Chief Strategy Officer Samantha Jacobson resign from her executive role while remaining on the board. These developments highlight a company balancing ongoing investment and capital returns with leadership changes and profitability pressure, raising important questions about how its business model is...