TTD The Trade Desk, Inc.
The Trade Desk, Inc. operates in the Services-Computer Programming, Data Processing, Etc. industry.
On the Wire · latest 3
Aug 21 · Investing.comThe Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI FutureThe Trade Desk’s earnings miss has put its ability to turn AI investment into durable growth under scrutiny. With fiscal-year revenue of $2.9B, up 18.5% year over year, the setup is a growth-expectations reset rather than a simple profitability story.
Aug 9 · ts2.techThe Trade Desk (TTD) drops 22% on Q3 outlook signaling 12% revenue declineThe Trade Desk plunged 22% after its Q3 outlook signaled a 12% revenue fall, sharply resetting expectations for the ad-tech platform. The setup is now centered on whether the forward guide overwhelms its FY2025 revenue growth profile and 15.3% net margin.- Aug 8 · Investing.comGuggenheim cuts Trade Desk stock rating on weak results, margin pressureGuggenheim cut its rating on Trade Desk after weak results and margin pressure. With Trade Desk reporting $2.9B of FY2025 revenue, up 18.5% year over year, and 15.3% net margins, the setup turns on whether growth can reaccelerate without further profitability erosion.
The numbers · FY2025, filed
SEC EDGARAll filed figures
Snapshot
SEC EDGAR · FY 2025-12-31Revenue by fiscal year
Operating leverage — margins
Financials, annual · income and cash flowSEC EDGAR · open ▸
Financials — annual
SEC EDGAR · last 5 FY · tap a row to explain it| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $1.2B | $1.6B | $1.9B | $2.4B | $2.9B |
| Gross Profit | — | — | — | — | — |
| Operating Income | $124.8M | $113.7M | $200.5M | $427.2M | $589.3M |
| Net Income | $137.8M | $53.4M | $178.9M | $393.1M | $443.3M |
| Diluted EPS | $0.28 | $0.11 | $0.36 | $0.78 | $0.90 |
| Operating Cash Flow | $378.5M | $548.7M | $598.3M | $739.5M | $992.7M |
| Free Cash Flow | $323.7M | $464.6M | $551.5M | $641.2M | $795.7M |
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The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
The Trade Desk’s earnings miss has put its ability to turn AI investment into durable growth under scrutiny. With fiscal-year revenue of $2.9B, up 18.5% year over year, the setup is a growth-expectations reset rather than a simple profitability story.
The Trade Desk (TTD) drops 22% on Q3 outlook signaling 12% revenue decline
The Trade Desk plunged 22% after its Q3 outlook signaled a 12% revenue fall, sharply resetting expectations for the ad-tech platform. The setup is now centered on whether the forward guide overwhelms its FY2025 revenue growth profile and 15.3% net margin.
Guggenheim cuts Trade Desk stock rating on weak results, margin pressure
Guggenheim cut its rating on Trade Desk after weak results and margin pressure. With Trade Desk reporting $2.9B of FY2025 revenue, up 18.5% year over year, and 15.3% net margins, the setup turns on whether growth can reaccelerate without further profitability erosion.
Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.