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The Trade Desk Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0873 |
| EPS actual | $0.0800 |
| EPS Surprise | -8.38% |
| Revenue estimate | 678.866M |
| Revenue actual | 688.857M |
| Revenue Surprise | 1.47% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.339 |
| EPS actual | $0.390 |
| EPS Surprise | 15.11% |
| Revenue estimate | 840.635M |
| Revenue actual | 846.791M |
| Revenue Surprise | 0.732% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.201 |
| EPS actual | $0.450 |
| EPS Surprise | 123.88% |
| Revenue estimate | 719.042M |
| Revenue actual | 739.433M |
| Revenue Surprise | 2.84% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.178 |
| EPS actual | $0.180 |
| EPS Surprise | 1.35% |
| Revenue estimate | 685.467M |
| Revenue actual | 694.039M |
| Revenue Surprise | 1.25% |
Last 4 Quarters for The Trade Desk
Below you can see how TTD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $88.33 |
| EPS estimate | $0.178 |
| EPS actual | $0.180 |
| EPS surprise | 1.35% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $86.08 |
| Aug 04, 2025 | $89.76 |
| Aug 05, 2025 | $87.70 |
| Aug 06, 2025 | $89.58 |
| Aug 07, 2025 | $88.33 |
| Aug 08, 2025 | $54.23 |
| Aug 11, 2025 | $53.18 |
| Aug 12, 2025 | $53.27 |
| Aug 13, 2025 | $54.36 |
| 4 days before | 2.61% |
| 4 days after | -38.46% |
| On release day | -38.61% |
| Change in period | -36.85% |
| Release date | Nov 06, 2025 |
| Price on release | $45.87 |
| EPS estimate | $0.201 |
| EPS actual | $0.450 |
| EPS surprise | 123.88% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $50.28 |
| Nov 03, 2025 | $49.12 |
| Nov 04, 2025 | $47.24 |
| Nov 05, 2025 | $47.70 |
| Nov 06, 2025 | $45.87 |
| Nov 07, 2025 | $43.00 |
| Nov 10, 2025 | $43.26 |
| Nov 11, 2025 | $44.20 |
| Nov 12, 2025 | $43.79 |
| 4 days before | -8.77% |
| 4 days after | -4.53% |
| On release day | -6.26% |
| Change in period | -12.91% |
| Release date | Feb 25, 2026 |
| Price on release | $25.16 |
| EPS estimate | $0.339 |
| EPS actual | $0.390 |
| EPS surprise | 15.11% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $25.24 |
| Feb 20, 2026 | $25.10 |
| Feb 23, 2026 | $24.17 |
| Feb 24, 2026 | $24.94 |
| Feb 25, 2026 | $25.16 |
| Feb 26, 2026 | $23.95 |
| Feb 27, 2026 | $23.82 |
| Mar 02, 2026 | $24.32 |
| Mar 03, 2026 | $25.00 |
| 4 days before | -0.317% |
| 4 days after | -0.636% |
| On release day | -4.81% |
| Change in period | -0.95% |
| Release date | May 07, 2026 |
| Price on release | $23.49 |
| EPS estimate | $0.0873 |
| EPS actual | $0.0800 |
| EPS surprise | -8.38% |
| Date | Price |
|---|---|
| May 01, 2026 | $24.24 |
| May 04, 2026 | $24.10 |
| May 05, 2026 | $24.61 |
| May 06, 2026 | $24.01 |
| May 07, 2026 | $23.49 |
| May 08, 2026 | $23.08 |
| May 11, 2026 | $21.52 |
| May 12, 2026 | $21.14 |
| May 13, 2026 | $20.49 |
| 4 days before | -3.09% |
| 4 days after | -12.77% |
| On release day | -1.75% |
| Change in period | -15.47% |
The Trade Desk Earnings Call Transcript Summary of Q1 2026
The Trade Desk reported a solid Q1 2026 with $689M revenue (up 12% YoY), $206M adjusted EBITDA (30% margin), $40M GAAP net income, and strong cash generation ($392M operating cash, $276M free cash flow). Management reiterated conviction in the large and growing programmatic/CTV/addressable advertising TAM (>$1T) and emphasized the company’s differentiated position as an objective, independent buying platform. Key growth drivers called out: CTV/video (low-50s% of revenue), accelerating audio, retail media (Audience Unlimited and sponsored listings integrations), international expansion, and agentic/AI-driven product innovation. Product highlights included Audience Unlimited pilot results (material CPM, data cost and CPA improvements) and wins such as new JBPs (45 in March; total JBP count +55% YoY; new JBP deal spend +40% YoY in Q1) and the Lyft Ads selection. The company ended the quarter with ~$1.4B in cash and completed $164M of opportunistic buybacks; it expects continued disciplined reinvestment (headcount growth below revenue growth). Guidance: Q2 revenue at least $750M and Q2 adjusted EBITDA ~ $260M; full-year 2026 adjusted EBITDA margin expected to be at least 40% (approximately in line with 2025). Management addressed ongoing Publicis discussions (negotiations continuing), confirmed Chief Strategy Officer Samantha Jacobson is joining OpenAI but will remain on the board, and emphasized that measurement reform, retail data and agentic AI are strategic priorities to drive re-acceleration over time.
