Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.15Same Quarter Last Year
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted durable, structural strengths—profitable growth, strong cash generation, meaningful product and partnership momentum (CTV, audio, retail data, Audience Unlimited, agentic AI), and robust JBP traction—while acknowledging near-term headwinds driven by macro uncertainty, category-specific softening (CPG, auto tariffs), elevated operating expenses ex-SBC, and some leadership/agency noise. Management provided conservative near-term guidance but reiterated confidence in long-term TAM expansion and a disciplined reinvestment strategy.Company Guidance
Revenue and Profitability
Q1 revenue $689M, up 12% year-over-year; net income $40M ($0.08 diluted, ~6% of revenue); adjusted net income $134M ($0.28 diluted).
Strong Adjusted EBITDA and Guidance
Q1 adjusted EBITDA $206M (30% margin). Q2 outlook: revenue at least $750M and adjusted EBITDA ~ $260M. Full-year 2026 adjusted EBITDA margin expected to be at least 40% (≈in line with 2025).
Cash Generation and Balance Sheet Strength
Net cash provided by operating activities $392M and free cash flow $276M in Q1; cash, cash equivalents and short-term investments ~$1.4B at quarter end; $164M of stock repurchases in Q1.
CTV/Video-Led Channel Mix
Video (including CTV) represented the low-50s% of revenue and continues to grow as a share of the mix, reflecting secular shift from linear TV to CTV.
Audio Momentum
Audio represented ~6% of revenue in Q1 and was the fastest-growing channel year-over-year during the quarter.
Joint Business Partnership (JBP) Momentum
March was the largest month on record with 45 JBP signings. Total JBP count grew 55% YoY in Q1; excluding renewals, new JBP deal spend grew 40% YoY. Notable win: a large pharma advertiser will increase spend on the platform by 114% YoY.
Audience Unlimited Performance
Test case showed Audience Unlimited delivered 30% lower CPMs, 38% lower data costs, a 75% more efficient CPA, and a 2.7x increase in conversion rate versus control, while reducing manual audience selection effort.
Retail Data Marketplace Advantage
Company claims retailers in its data marketplace represent >80% of sales from top U.S. retailers (compared to Amazon <15% U.S. retail spend), positioning a strong edge for retail media and measurement.
Strategic Partnerships and Product Wins
New and expanding partnerships highlighted: Stagwell (agentic AI), Lyft Ads (off-site rider experience), integrations with Criteo and Dollar General for retail media; continuing partnerships with major publishers (Disney, NBCU, Spotify, Netflix).
Disciplined Operating Priorities
Company expects headcount growth to remain below revenue growth, emphasizing productivity and targeted reinvestment in AI, retail media, measurement and platform innovation.
CH:TT8 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Trade Desk (CH:TT8) report earnings?
Trade Desk (CH:TT8) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Trade Desk (CH:TT8) earnings time?
Trade Desk (CH:TT8) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Trade Desk stock?
The P/E ratio of Trade Desk is N/A.
What is CH:TT8 EPS forecast?
CH:TT8 EPS forecast for the fiscal quarter 2026 (Q2) is 0.14.
