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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for The Trade Desk, Inc. (TTD) is 8/10.
The Trade Desk grew revenue 12% year-over-year to $689M with continued CPG and auto vertical pressure, while adjusted EBITDA of $206M reflected a 30% margin as the company invested in growth initiatives. Record JBP signings of 45 in March alone represented 55% year-over-year growth, and audio emerged as the fastest-growing channel with Spotify measurement reform advancing. Audience Unlimited showed early results with 75% more efficient CPA, and Q2 guidance of at least $750M signaled expected acceleration as macro uncertainty from geopolitics and tariffs moderated.
Scored from The Trade Desk, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $741M | +22.3% | $0.36 | +89.5% | 26.4% | 24.6% | $177M |
| FY2025 Q1 | $616M | +25.4% | $0.10 | +57.5% | 8.8% | 8.2% | $230M |
| FY2025 Q2 | $694M | +18.7% | $0.18 | +5.9% | 16.8% | 13.0% | $117M |
| FY2025 Q3 | $739M | +17.7% | $0.23 | +21.1% | 21.8% | 15.6% | $164M |
| FY2025 Q4 | $847M | +14.3% | $0.40 | +11.1% | 30.3% | 22.1% | $277M |
| FY2026 Q1 | $689M | +11.8% | $0.08 | -20.0% | 9.7% | 5.8% | $279M |
| FY2026 Q2 | $715M | +3.0% | $0.14 | -22.2% | 14.2% | 9.0% | $419M |