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Just reported
Q3 2026 results
From Trade Desk's results release of 9 ноября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
736M $
-0,5 % y/y
+2,9 % q/qGuided
650M $
midpoint
Above guide+13 %EPS, GAAP
Actual
0,08 $
-65 % y/y
-43 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
92,6M $
-43 % y/y
-8,8 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue755M $-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.
The full earnings report →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 theme it is part of
Highest-graded in Advertising Agencies
Graded A or B and worth $2B or more: A first, then the largest.
APPAppLovin Corporation130,4B $A+
OMCOmnicom Group Inc.23,7B $A
MGNIMagnite, Inc.4,2B $A+
STGWStagwell Inc2,8B $A
DVDoubleVerify Holdings, Inc.2,1B $B
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 CV22 окт. 2026 г.BAGraded B, now A
LYVLive Nation Entertainment, Inc.5 нояб. 2026 г.CBGraded C, now B
TKOTKO Group Holdings, Inc.4 нояб. 2026 г.BAGraded B, now A
CHTRCharter Communications, Inc.6 нояб. 2026 г.FBGraded F, now B
NXSTNexstar Media Group, Inc.5 нояб. 2026 г.CAGraded C, now A
На чём зарабатывает
- Fees for ad-buying software, campaign services, and data100 %
Доли выручки — это оценки за year ended December 31, 2025, high confidence, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
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.
Показать ещё 3
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.
Кто покупает3
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании Trade Desk, Inc.
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.
- Штаб-квартира
- Ventura, California
- Год основания
- 2009
- Сотрудников
- 3,843 (December 31, 2025, high confidence)
- Торгуется на
- Nasdaq
- Конец финансового года
- December 31
Построено по собственной отчётности Trade Desk, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.
