기업 정보 불러오는 중
Just reported
Q3 2026 results
From Trade Desk's results release of 2026년 11월 9일; its quarterly report has since been filed.
Revenue
Actual
US$736M
-0.5% y/y
+2.9% q/qGuided
US$650M
midpoint
Above guide+13%EPS, GAAP
Actual
US$0.08
-65% y/y
-43% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$92.6M
-43% y/y
-8.8% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$755M-11% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Trade Desk is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Advertising Agencies
Graded A or B and worth $2B or more: A first, then the largest.
APPAppLovin CorporationUS$134BA+
OMCOmnicom Group Inc.US$24.2BA
MGNIMagnite, Inc.US$4.2BA+
STGWStagwell IncUS$2.8BA
DVDoubleVerify Holdings, Inc.US$2.1BB
Grade rose recently in Communication Services
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMXAmerica Movil SAB DE CV2026년 10월 22일BAGraded B, now A
LYVLive Nation Entertainment, Inc.2026년 11월 5일CBGraded C, now B
TKOTKO Group Holdings, Inc.2026년 11월 4일BAGraded B, now A
CHTRCharter Communications, Inc.2026년 11월 6일FBGraded F, now B
NXSTNexstar Media Group, Inc.2026년 11월 5일CAGraded C, now A
어떻게 돈을 버는가
- Fees for ad-buying software, campaign services, and data100%
매출 비중은 year ended December 31, 2025, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
The Trade Desk advertising software
The main self-service software buyers use to purchase digital ad placements, manage campaigns, and review performance.
Koa
An AI assistant within the advertising software that analyzes campaign data and suggests insights and adjustments, while letting the user retain control.
Data marketplace
A place within the software where clients can access third-party audience data to help target and measure ads.
3개 더 보기
Enterprise application programming interfaces
Tools clients can use to connect the advertising software to their own systems or build custom interfaces and reporting.
OpenPath
A way for advertisers to reach publisher ad space through a more direct connection.
Unified ID 2.0
An open identity system that turns an email address or phone number into a coded advertising identifier designed not to directly identify a person.
누가 사는가3
- Advertising agencies, which use the software to buy and manage campaigns for their advertising clients.
- Advertisers, which can use the software themselves to buy and measure their digital ad campaigns.
- Other service providers working for agencies or advertisers, which can use the software and related data or campaign services.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Clients generally sign ongoing master services agreements, but those agreements do not require them to spend a set amount through the company’s software.
- 2The business depends on access to ad space from exchanges, publishers, and companies that help publishers sell ads.
- 3Campaign targeting and measurement depend on access to usable data and on privacy laws and industry rules that govern how data may be collected and used.
- 4The software depends on data-center and cloud-hosting services, computing equipment, and suppliers of data and campaign services.
잘못될 수 있는 일
- 1If agencies or advertisers reduce their use of the software, or the company fails to add clients and increase existing clients’ spending, revenue may be affected.
- 2If the company cannot maintain or expand access to suitable ad space from publishers and other inventory suppliers, it may have less inventory to offer clients.
- 3Changes to privacy laws, consumer opt-outs, or industry rules may limit the data available for ad targeting and measurement, require changes to the service, or reduce client demand.
Trade Desk, Inc. 소개
The Trade Desk sells web-based software that lets advertisers and agencies plan, buy, and measure digital ads; the software automates the purchase of individual ad placements. Buyers can use their own customer data and third-party data to choose which ads to show, and can run campaigns across connected television (CTV), mobile apps, websites, audio, and other channels. The company also provides data and other campaign services, artificial intelligence (AI) features, and application programming interfaces (APIs) that clients can use to customize the software.
- 본사
- Ventura, California
- 설립
- 2009
- 임직원 수
- 3,843 (December 31, 2025, high confidence)
- 상장 시장
- Nasdaq
- 회계연도 종료
- December 31
Trade Desk, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
