The Trade Desk, Inc. · TTD · Next earnings

The Trade Desk, Inc. reports Thursday, Nov 5, 2026

TTD reports after market close with consensus EPS at $0.25 and revenue at $650.9M. Last quarter: TTD Beats Revenue Estimates, Raises Q2 Guidance as Audience Unlimited Gains Traction

Reports After market close46 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.25 Calendar consensus
Consensus revenue $650.9M Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 46 days away

Where TTD left off: FY2026 Q1

Full report

TTD Beats Revenue Estimates, Raises Q2 Guidance as Audience Unlimited Gains Traction

EPS surprise -8.4% Reported $0.08 vs $0.09
Revenue surprise +1.5% Reported $688.9M vs $678.9M
Stock move -1.7% Event window
Subsequent drift -15.8% Up to 20 sessions

Guidance sentiment improved from 'maintained' in the prior quarter to 'raised' in Q1 2026. The prior quarter set Q1 2026 revenue guidance of at least $678M and adjusted EBITDA of $195M; actual results exceeded both at $689M revenue and $206M EBITDA. Management now guides Q2 revenue to at least $750M and has set a full-year adjusted EBITDA margin target of 40% or higher, up from the prior 'in line with 2025' framing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical uncertainty and tariff pressures affecting automotive and CPG advertising categories.
  • Measurement challenges and broken attribution models in the ad tech ecosystem.
  • Potential agency conflicts (Publicis negotiations) and competitive pressure from walled gardens including Google, Meta, Amazon, and TikTok.
  • Adoption risk of AI and agentic technologies, with commercial terms and timeline still unclear.
  • Macro-economic headwinds impacting advertiser budgets and spend velocity.

Questions analysts left open

  • Status of the Publicis partnership and any related conflicts.
  • Factors behind expected Q2 revenue deceleration from the prior quarter's pace.
  • Potential agency-related weakness beyond macro effects.
  • Timeline and commercial terms for agentic AI deployment and monetization.
  • Investment priorities and spending trajectory needed to achieve the 40% EBITDA margin target.

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Recent TTD quarters

All TTD earnings
-1.7%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.