The Trade Desk, Inc. · TTD · Next earnings

The Trade Desk, Inc. reports Monday, Nov 9, 2026

TTD reports after market close with consensus EPS at $0.04 and revenue at $650.9M. Last quarter: TTD: Slower Growth and Lower Q3 Guidance Shift the Near-Term Setup

Reports After market close4 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $0.04 Calendar consensus
Consensus revenue $650.9M Calendar consensus
Report date Nov 9, 2026 Monday, date estimated
Session After market close 4 days away

Where TTD left off: FY2026 Q2

Full report

TTD: Slower Growth and Lower Q3 Guidance Shift the Near-Term Setup

EPS surprise -21.2% Reported $0.14 vs $0.18
Revenue surprise -5.0% Reported $715.1M vs $752.4M
Stock move -21.9% Event window
Subsequent drift +4.6% Up to 20 sessions

Management lowered Q3 revenue guidance to at least $650 million after Q2 revenue growth slowed to 3% year over year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • A continued slowdown in advertiser spending, especially in CPG and automotive.
  • Execution shortfalls or delayed adoption for new products and go-to-market initiatives.
  • Competition from walled-garden DSPs and programmatic-guaranteed platforms.
  • Reliance on a limited group of large Fortune 500 advertisers.

Questions analysts left open

  • Macro pressure on advertiser spend and the durability of pricing and take rates.
  • Execution and timing of the measurement, Audience Unlimited, and Zuma rollouts.
  • Long-term profitability, capital discipline, and agency relationships, particularly Publicis.

Ask FN2 about TTD next report

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Recent TTD quarters

All TTD earnings
-21.9%FY2026 Q2-1.7%FY2026 Q1-4.8%FY2025 Q4-6.3%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.