Equity Profile

TTD

The Trade Desk, Inc.

Communication ServicesAdvertising$9.4B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:01 PM EDT

The Trade Desk Misses on EPS, Stock Up 0.00%

Metric	Actual	Expected	Surprise
EPS	$0.28	$0.32	+127.64%
Revenue	—	$679M	—

management commentary, guidance changes, and full analysis available with Pro.

The Trade Desk Misses on EPS, Stock Up 0.00%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.28	$0.32	+127.64%
Revenue	—	$679M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

The Trade Desk's earnings report showed a significant EPS miss compared to expectations, but the stock reaction was neutral, remaining unchanged. The lack of revenue data and management commentary leaves investors with limited insight into the company's performance and future outlook. The substantial surprise in EPS may raise questions about the company's profitability and operational efficiency moving forward.

Company Snapshot

The Trade Desk, Inc. (TTD) is a technology company that specializes in digital advertising....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.32

Revenue

Revenue growth is essential for assessing the company's ability to expand its market share and maintain a competitive edge.

$679M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

The Trade Desk, Inc. (TTD) is a technology company that specializes in digital advertising. It helps businesses buy and manage advertising space across various platforms, making it a key player in the growing online advertising sector.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+116.39%

Avg Stock Reaction

+1.43%

Last Quarter Recap

In the last quarter, The Trade Desk reported an earnings surprise of 56.91%, significantly outperforming expectations. The stock reacted positively, gaining 0.88% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about The Trade Desk's upcoming earnings, expecting continued growth in both earnings and revenue. The consensus EPS estimate is $0.32, with revenue projected at $679 million.

Bull Case

If The Trade Desk can exceed earnings expectations, it may signal strong demand for its advertising technology, potentially leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about its growth trajectory and lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$679M

Revenue growth is essential for assessing the company's ability to expand its market share and maintain a competitive edge.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will The Trade Desk's revenue growth exceed the consensus estimate of $679 million?

Exceeding this revenue target would indicate strong demand for its advertising services and could boost investor confidence.

Can the company maintain or improve its EPS above the consensus of $0.32?

A higher EPS would demonstrate effective cost management and profitability, which are critical for sustaining investor interest.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating The Trade Desk's ability to capitalize on increased digital advertising spending, particularly in emerging markets.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational performance.

Options pricing suggests a larger move than historical averages, indicating potential for a significant surprise.

Key Risk

If revenue growth comes in below $674 million, it could undermine confidence in the company's growth strategy.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to meet or exceed expectations for both revenue and earnings.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.26 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±15.8% while TTD has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

55.4%

Calls (2.1M)P/C Ratio: 0.98Puts (1.8M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If The Trade Desk beats expectations, history suggests the stock could rise by around 1.20%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline of around 3.50%, reflecting disappointment in the company's growth prospects.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·3 sells

Members

House only

Est. Notional

$6,006.00–$90,000.00

disclosed dollar ranges

Most Active Members

R-FLByron DonaldsRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships that could drive future revenue.
2Insights into market trends affecting digital advertising spending.
3Management's outlook on competitive pressures in the advertising technology space.
4Details on cost management strategies and their impact on profitability.
5Any commentary on international expansion efforts and their potential impact on growth.

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Company Snapshot

The Trade Desk, Inc. (TTD) is a technology company that specializes in digital advertising....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.32

Revenue

Revenue growth is essential for assessing the company's ability to expand its market share and maintain a competitive edge.

$679M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+116.39%

Avg Stock Reaction

+1.43%

Last Quarter Recap

In the last quarter, The Trade Desk reported an earnings surprise of 56.91%, significantly outperforming expectations. The stock reacted positively, gaining 0.88% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If The Trade Desk can exceed earnings expectations, it may signal strong demand for its advertising technology, potentially leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about its growth trajectory and lead to a significant drop in stock price.

Key Metrics to Watch

EPS

$0.32

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$679M

Revenue growth is essential for assessing the company's ability to expand its market share and maintain a competitive edge.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will The Trade Desk's revenue growth exceed the consensus estimate of $679 million?

Exceeding this revenue target would indicate strong demand for its advertising services and could boost investor confidence.

Can the company maintain or improve its EPS above the consensus of $0.32?

A higher EPS would demonstrate effective cost management and profitability, which are critical for sustaining investor interest.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating The Trade Desk's ability to capitalize on increased digital advertising spending, particularly in emerging markets.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational performance.

Options pricing suggests a larger move than historical averages, indicating potential for a significant surprise.

Key Risk

If revenue growth comes in below $674 million, it could undermine confidence in the company's growth strategy.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the company's ability to meet or exceed expectations for both revenue and earnings.

Bull Confirmed If

An EPS of $0.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.26 would confirm the bear case, raising concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±15.76%

Historical Avg

±3.3%

Pricing rich

The options market is pricing in a significant potential move, indicating that traders expect volatility around the earnings announcement.

Options are pricing ±15.8% while TTD has averaged ±3.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.7%

30d HV

55.4%

Calls (2.1M)P/C Ratio: 0.98Puts (1.8M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If The Trade Desk beats expectations, history suggests the stock could rise by around 1.20%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline of around 3.50%, reflecting disappointment in the company's growth prospects.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

3 buys·3 sells

Members

House only

Est. Notional

$6,006.00–$90,000.00

disclosed dollar ranges

Most Active Members

R-FLByron DonaldsRep.
3

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships that could drive future revenue.
2Insights into market trends affecting digital advertising spending.
3Management's outlook on competitive pressures in the advertising technology space.
4Details on cost management strategies and their impact on profitability.
5Any commentary on international expansion efforts and their potential impact on growth.