The Trade Desk (NasdaqGM:TTD) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Director Equity ResearchChris Toth - VP of Investor RelationsJason Helfstein - Managing Director - Head of Internet ResearchJeff Green - CEO, Co-Founder, and Board ChairmanMatthew Swanson - Director Equity ResearchTahnil Davis - Interim CFO and Chief Accounting OfficeYoussef Squali - Managing Director and Head of Internet and Digital Media Research GroupNone - Company RepresentativeConferenc ...

The Trade Desk (NasdaqGM:TTD) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker6Greetings. Welcome to The Trade Desk fourth quarter and full year 2025 earnings conference call. At this time, all participants are on a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. Please note, this conference is being recorded. I will now turn the conference over to ...

INVESTOR RELATIONS PRESENTATION 2026 Statement of caution under the Private Securities Litigation Reform Act of 1995 O B J E C T I V E We operate only on the buy-side and are not biased toward specific inventory or partners. Our interests are aligned with our clients. This document contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to expectations concerning matters that (a) are not historical facts, (b) predict or foreca ...

Here's a look at the details from the report   TTD stock is moving. Watch the price action here.The Details: The Trade Desk reported quarterly earnings of 59 cents per share, which beat the consensus estimate of 58 cents, according to data from Benzinga Pro.Quarterly sales of $846.79 million beat the Street estimate of $840.46 million and were up from $741.01 million in the same period last year.The Trade Desk reported the following full-year highlights: 2025 gross spend of $13.4 billion.Customer retention ...

Here's a look at the details from the report   TTD stock is moving. Watch the price action here.The Details: The Trade Desk reported quarterly earnings of 59 cents per share, which beat the consensus estimate of 58 cents, according to data from Benzinga Pro.Quarterly sales of $846.79 million beat the Street estimate of $840.46 million and were up from $741.01 million in the same period last year.The Trade Desk reported the following full-year highlights: 2025 gross spend of $13.4 billion.Customer retention ...

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Key Takeaways Trade Desk launched Ventura Ecosystem to enhance transparency and efficiency in CTV ads.TTD Q3 revenue grew 18% to $739M, driven by exceptional CTV strength.Trade Desk guides Q4 revenue of at least $840M and EBITDA near $375M.The Trade Desk, Inc. (TTD) has expanded its push to reshape connected TV (CTV) advertising with the launch of the Ventura Ecosystem, an industry-wide collaboration built to foster greater transparency, fairness and revenue efficiency in streaming. Trade Desk’s Ventura is ...

The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse - 24/7 Wall St.[S&P 5006,927.00 +0.52%][Dow Jones49,256.00 +0.18%][Nasdaq 10025,269.80 +1.16%][Russell 20002,645.71 -0.22%][FTSE 10010,764.60 +0.47%][Nikkei 22559,490.30 +2.69%][Stock Market Live February 25, 2026: S&P 500 (SPY) Up on Trump and Tech][Investing]# The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse### Quick ReadTrade Desk (TTD) stock fell 67% over the past year despite 18% revenue growth and custom ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Evercore ISI maintains an Outperform rating and a $70 price target for The Trade Desk, anticipating a modest earnings beat in Q4 and constructive guidance for the future [1]. Group 1: Earnings Expectations - The Trade Desk is expected to deliver a modest earnings beat in Q4, with guidance likely to be in line, indicating a favorable outlook for Q1 [1]. - The firm estimates that gross spend excluding political ads decelerated by 2 percentage points in Q4 2024, following 8-point decelerations in both Q3 and Q2 2024 [3]. Group 2: Market Position and Competitive Landscape - Shares of The Trade Desk have declined approximately 33% year to date, leading to muted market expectations, prompting Evercore to reiterate its Tactical Outperform positioning [2]. - Despite some softness in the consumer packaged goods (CPG) category and increased competition from Amazon DSP, The Trade Desk has enhanced its value propositions, such as Audience Unlimited, to drive higher platform engagement and spending [2]. Group 3: Profitability Outlook - Evercore expects Street EBITDA estimates to be achievable and aligned with management guidance, implying roughly 9% quarter-over-quarter expense growth, which is above recent seasonal norms [3].