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Trade Desk (TTD)
NASDAQ:TTD
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.42Last Year’s EPS
0.39Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 23.36%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted robust revenue growth, significant adoption of new technologies, and a strong financial position. Despite economic uncertainties impacting some clients, the company showed resilience and adaptability. The positive momentum of Kokai and OpenPath, along with international expansion, paints an optimistic picture for the future.Company Guidance
During The Trade Desk's Q1 2025 earnings call, the company reported a robust 25% year-over-year revenue growth, reaching $616 million, which significantly exceeded expectations despite the challenging economic environment. The call highlighted the adoption of their new platform, Kokai, which is now used by about two-thirds of their clients, contributing to a 24% reduction in cost per conversion and a 20% reduction in cost per acquisition. The Trade Desk also achieved a 34% adjusted EBITDA margin, equating to $208 million for the quarter. The company continues its strategic focus on the open internet, gaining market share amidst a fairer competitive landscape following recent legal setbacks for Google. International growth outpaced North America for the ninth consecutive quarter, with CTV remaining the largest and fastest-growing advertising channel. Looking ahead, The Trade Desk anticipates Q2 revenue of at least $682 million, reflecting 17% year-over-year growth, with an adjusted EBITDA expected around $259 million.Strong Revenue Growth
The Trade Desk reported a Q1 revenue of $616 million, marking a 25% increase year-over-year, surpassing expectations despite economic uncertainties.
Significant CTV Growth
CTV continues to be the largest and fastest-growing advertising channel, with video (including CTV) representing a high 40s percentage share of the business.
Kokai Adoption and AI Integration
Around two-thirds of clients are now using the Kokai platform, which is ahead of schedule. Kokai has been delivering on lower funnel KPIs with a 24% lower cost per conversion and 20% lower cost per acquisition.
International Growth
International growth outpaced North America for the ninth consecutive quarter, representing about 12% of the overall spend.
Strong Financial Position
The company reported $1.7 billion in cash and no debt. They also repurchased $386 million of Class A common stock in Q1.
Positive Impact of OpenPath
OpenPath has shown significant improvements in publisher fill rates and revenue, exemplified by Arena Group's 4x increase in fill rates and a 79% rise in programmatic revenue.
TTD Earnings History
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 |
|---|---|---|---|
May 08, 2025 | $59.90 | $71.04 | +18.60% |
Feb 12, 2025 | $122.23 | $81.92 | -32.98% |
Nov 07, 2024 | $132.53 | $125.13 | -5.58% |
Aug 08, 2024 | $88.27 | $99.30 | +12.50% |
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 Aug 07, 2025, TBA Not Confirmed.
What is Trade Desk (TTD) earnings time?
Trade Desk (TTD) earnings time is at Aug 07, 2025, TBA Not 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 (Q2) is 0.42.
