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Trade Desk (TTD)
NASDAQ:TTD
US Market
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Trade Desk (TTD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.34
Last Year’s EPS
0.59
Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong revenue growth and operational improvements, with significant product innovations and international expansion. Despite some macro-economic challenges and competitive pressures, the company is well-positioned for future growth.
Company Guidance
During The Trade Desk's Third Quarter 2025 Earnings Conference Call, CEO Jeff Green highlighted several key metrics and developments. Revenue increased by approximately 18% year-over-year, and when political spend is excluded, the revenue growth was 22%. CTV remained the company's largest and fastest-growing channel, contributing significantly to overall business growth. The company also emphasized strong adoption of retail media across various verticals, with notable expansion into CTV and AI chatbots. The financial outlook for Q4 anticipates at least $840 million in revenue, representing an 18.5% increase year-over-year, excluding political ad spend. The adjusted EBITDA for Q4 is projected to be approximately $375 million. Additionally, The Trade Desk's CTV and audio channels are expected to grow as a percentage of the channel mix, driven by their premium and authenticated nature. The company also reported a strong balance sheet with approximately $1.4 billion in cash and no debt.
Revenue Growth
Revenue grew approximately 18% compared with Q3 of last year, and excluding political spend, revenue grew by 22%.
CTV and Kokai Performance
CTV remains the largest and fastest-growing channel. Kokai has delivered 26% better cost per acquisition, 58% better cost per unique reach, and a 94% better click-through rate compared to Solimar.
International Growth
The company's growth across international markets continues to outpace growth in North America.
Operational Enhancements
Introduction of new leadership roles, operational progress, and a focus on more data-driven culture and accountability.
Product Innovations
Introduction of OpenPath, OpenAds, Pubdesk, Deal Desk, Audience Unlimited, and Trading Modes.
Financial Strength
Generated approximately $317 million in adjusted EBITDA, or about 43% of revenue, with a strong cash position of $1.4 billion and no debt.

Trade Desk (TTD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

TTD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.34 / -
0.59
Nov 06, 2025
2025 (Q3)
0.20 / 0.23
0.41-43.90% (-0.18)
Aug 07, 2025
2025 (Q2)
0.18 / 0.18
0.39-53.85% (-0.21)
May 08, 2025
2025 (Q1)
0.14 / 0.10
0.26-61.54% (-0.16)
Feb 12, 2025
2024 (Q4)
0.57 / 0.59
0.4143.90% (+0.18)
Nov 07, 2024
2024 (Q3)
0.40 / 0.41
0.3324.24% (+0.08)
Aug 08, 2024
2024 (Q2)
0.36 / 0.39
0.2839.29% (+0.11)
May 08, 2024
2024 (Q1)
0.22 / 0.26
0.2313.04% (+0.03)
Feb 15, 2024
2023 (Q4)
0.41 / 0.41
0.387.89% (+0.03)
Nov 09, 2023
2023 (Q3)
0.29 / 0.33
0.2626.92% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

TTD Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$45.90$43.00-6.32%
Aug 07, 2025
$88.33$54.23-38.61%
May 08, 2025
$59.90$71.04+18.60%
Feb 12, 2025
$122.23$81.92-32.98%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Trade Desk (TTD) report earnings?
Trade Desk (TTD) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
    What is Trade Desk (TTD) earnings time?
    Trade Desk (TTD) earnings time is at Feb 18, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is TTD EPS forecast?
          TTD EPS forecast for the fiscal quarter 2025 (Q4) is 0.34.

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