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$15.68 +0.21 (+1.36%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$7.41B
Shares
472.89M
Volume · Nov 13 14.7M Avg daily vol (3M) 21.23M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $2.9B up 18.5% 10-K filed Feb 27, 2026 Quarterly report New FY2026 Q3 Revenue $735.97M down 0.5% 10-Q filed Nov 9, 2026 Latest results New Revenue slips as repurchase authorization expands 8-K filed Nov 9, 2026 Earnings call New Q3 2026 earnings call Held Nov 9, 2026
2026
Nov 9
Earnings call
Q3 revenue $736 million; Q4 guide at least $755 million

Trade Desk reported Q3 revenue of $736 million, down 0.5% year-over-year, and adjusted EBITDA of $266 million. It expects Q4 revenue of at least $755 million and adjusted EBITDA of at least $280 million.

4 source passages
The Trade Desk, Inc., third quarter, 2026 earnings conference call. In Q3, we delivered revenue of $736 million, down 0.5% year-over-year, and meaningfully ahead of the outlook we provided in August. We generated $266 million of adjusted EBITDA during the quarter, representing a 36% margin, also meaningfully ahead of our expectations. For Q4, we expect revenue to be at least $755 million. We estimate adjusted EBITDA for Q4 to be at least $280 million. Open the document at this passage
Nov 9
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Restructuring cuts workforce 15% as quarterly revenue declines

Trade Desk implemented a September 2026 restructuring that reduced its global workforce by approximately 15% and generated approximately $44 million in charges. Third-quarter revenue decreased 0.5% from the prior-year period.

Revenue $735.97M ▼ 0.5% Net income $38.05M ▼ 67.1% Diluted EPS $0.08 ▼ 65.2%
Read from the MD&A section
3 source passages
In September 2026, we implemented the 2026 Restructuring Plan as a part of a company-wide effort to align resources with our highest-priority growth opportunities, improve operational effectiveness and build a more focused, agile and scalable organization. The Plan included the elimination of positions and the reduction of our global workforce by approximately 15%. In connection with the 2026 Restructuring Plan, we recognized approximately $44 million of charges, resulting primarily from the provision for cash severance and other termination benefits. Revenue decreased by $3 million, or 0.5%, for the three months ended September 30, 2026, as compared to the three months ended September 30, 2025. Open the document at this passage
Nov 9
Current report 8-K
Revenue slips as repurchase authorization expands

Third-quarter revenue was $736 million, down (0.5)%, and net income was $38 million. The Trade Desk added $731 million to its repurchase authorization, bringing availability to $1 billion, and guided to fourth-quarter revenue of at least $755 million.

Financial results, Other events
8 source passages
The Trade Desk, Inc. (“The Trade Desk,” the “Company” or “we”) (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced financial results for its third quarter ended September 30, 2026. The following table summarizes the Company’s unaudited consolidated financial results for the three and nine months ended September 30, 2026 and 2025 ($ in millions, except per share amounts): Revenue | 736 | | 739 | | 2,140 | | 2,049 | Increase (decrease) in revenue year over year | (0.5) | % | 18 | % | 4 | % | 20 | % Net income | 38 | | 116 | | 142 | | 256 | The Company also announced that its board of directors approved an additional $731 million under its share repurchase program, bringing the total amount available for future repurchases of the Company’s outstanding Class A common stock to $1 billion. Fourth Quarter 2026 outlook summary: Revenue at least $755 million Open the document at this passage
Oct 8
Proxy statement DEFA14A
Proxy statement

Trade Desk, Inc. clarified that abstentions count as present for quorum and as “AGAINST” Proposal One, but not as votes cast for Proposal One or Proposal Two, for the October 19, 2026 special meeting.

Sep 18
Proxy statement DEF 14A Meeting Oct 19, 2026
Proxy statement AI summary on its way
Sep 8
Proxy statement PRE 14A Meeting Oct 19, 2026
Proxy statement AI summary on its way
Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $715.06M ▲ 3.0% Net income $64.39M ▼ 28.6% Diluted EPS $0.14 ▼ 22.2%
May 7
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $688.86M ▲ 11.8% Net income $40M ▼ 21.1% Diluted EPS $0.08 ▼ 20.0%
Apr 9
Proxy statement DEF 14A Meeting May 4, 2026
Proxy statement AI summary on its way
Feb 27
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $2.9B ▲ 18.5% Net income $443.3M ▲ 12.8% Diluted EPS $0.90 ▲ 15.4%
2025
Nov 6
Quarterly report 10-Q FY2025 Q3, ended Sep 30
Quarterly report for FY2025 Q3
Revenue $739.43M ▲ 17.7% Net income $115.55M ▲ 22.7% Diluted EPS $0.23 ▲ 21.1%
Aug 7
Quarterly report 10-Q FY2025 Q2, ended Jun 30
Quarterly report for FY2025 Q2
Revenue $694.04M ▲ 18.7% Net income $90.13M ▲ 6.0% Diluted EPS $0.18 ▲ 5.9%
May 8
Quarterly report 10-Q FY2025 Q1, ended Mar 31
Quarterly report for FY2025 Q1
Revenue $616.02M ▲ 25.4% Net income $50.68M ▲ 60.1% Diluted EPS $0.10 ▲ 66.7%
Showing 1–50 of 159 documents
Key facts CIK 1671933 CUSIP 88339J105 13F (30d) 530 filings 454 filers Visit website Investor relations