Inferra AI / Company / TTD
Trade Desk, Inc.
TTD · Information Technology
Last earnings Aug 6, 2026 · Next earnings Nov 9, 2026
Key results
Revenuequarter
$694 million
Q2 was a strong quarter for The Trade Desk, with revenue growing to $694 million, up 19% year-over-year, as we continue to outpace the digital advertising market, said Jeff Green, CEO and Co-Founder, The Trade Desk.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Growthquarter
up 19%
Q2 was a strong quarter for The Trade Desk, with revenue growing to $694 million, up 19% year-over-year, as we continue to outpace the digital advertising market, said Jeff Green, CEO and Co-Founder, The Trade Desk.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Recent partnerships and pledges of integration and support include Freestar integrated with OpenPath and within six months saw 3x higher inventory fill rate and 27% higher programmatic revenue from The Trade Desk.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomequarter
25%
Tax rates on the tax-deductible portions of the stock-based compensation expense approximating 25% to 30% have been used in the computation of non-GAAP net income and non-GAAP diluted EPS.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $694 million | — | — |
| Growth | up 19% | — | — |
| Net income | 25% | — | — |
Guidance · company-stated
No guidance located in the held release
“Industry Recognition Wall Street Journal s Best Companies for the Future, 2026 Newsweek s America s Greatest Workplaces, 2026 Newsweek s America s Greatest Workplaces for Entry Level, 2026 QKS SPARK Matrix, Leader - Ad Tech Platforms, 2026 Financial Guidance Third Quarter 2026 outlook summary Revenue at least $650 million Adjusted EBITDA of approximately $160 million The Company has not provided an outlook for GAAP net income or reconciliation of Adjusted EBITDA guidance to net income, the closest corresponding U.”
Capital allocation
Share Repurchases The Company used $261 million of cash to repurchase its Class A common stock in the second quarter of 2025.
As of June 30, 2025, the Company had $375 million available and authorized for repurchases.
Event summary
Kokai is helping advertisers drive better results by integrating more data into every decision, using AI as a co-pilot, and unlocking the full potential of first-party data
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Share Repurchases The Company used $261 million of cash to repurchase its Class A common stock in the second quarter of 2025.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
As of June 30, 2025, the Company had $375 million available and authorized for repurchases.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Basic and diluted earnings per share attributable to common stockholders for Class A and Class B common stock were the same because they were entitled to the same liquidation and dividend rights.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Restricted stock awards are considered to be participating securities due to their non-forfeitable dividend rights.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
government and agency securities 19,939 185,390 205,329 Total $ 1,122,979 $ 362,354 $ 1,485,333 As of December 31, 2025 Cash and Cash Equivalents Short-Term Investments, Net Total Cash $ 240,916 $ $ 240,916 Level 1: Money market funds 306,658 306,658 Level 2: Commercial paper 83,180 133,222 216,402 Corporate debt securities 358,919 358,919 U.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
, as agent, entered into a Loan and Security Agreement (the Credit Facility ).
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
2:25-cv-01936), bringing claims against the Company as well as its Chief Executive Officer, then-Chief Financial Officer and Chief Strategy Officer.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The First Amended Complaint also asserts a separate claim under Section 20A alleging that the Company s Chief Executive Officer, then-Chief Financial Officer and Chief Strategy Officer engaged in insider trading during the proposed class period.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
These forward-looking statements involve risks, uncertainties and assumptions, including those related to the Company s ability to maintain and grow its client base and spend through its platform and related offerings, which makes it difficult to evaluate the Company s business and prospects, the market for programmatic advertising developing slower or differently than the Company s expectations, the demands and expectations of clients and the ability to attract and retain clients.
SEC original ↗Trade Desk, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Legal Proceedings 34 Item 1A.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company establishes accruals for contingencies, including uncertainties related to taxes not based on income, when the Company believes it is probable that a loss has been incurred and the amount of the loss can be reasonably estimated.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Due to the inherent complexity and uncertainty of these matters and judicial process in certain jurisdictions, the final outcome may be materially different from the Company s expectations.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Litigation From time to time, the Company is subject to various legal proceedings, litigation and claims, either asserted or unasserted, that arise in the ordinary course of business.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Although the outcome of the various legal proceedings, litigation and claims cannot be predicted with certainty, management does not believe it is probable that any of these proceedings or other claims will have a material adverse effect on the Company s business, financial condition, results of operations or cash flows.
SEC original ↗Trade Desk, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q3 2026
- 8-KTTD
Oct 20, 2026
- Q2 2026
- 8-KTTD
Sep 15, 2026
- 8-KTTD
Sep 4, 2026
- 10-QTTD
Aug 6, 2026
- 8-KTTD
Aug 6, 2026
- 8-KTTD
Jul 13, 2026
- Q1 2026
- 8-KTTD
Jun 9, 2026
- 8-KTTD
Jun 1, 2026
- 8-KTTD
May 29, 2026
- 8-KTTD
May 8, 2026
- 8-KTTD
May 8, 2026
- 10-QTTD
May 7, 2026
- 8-KTTD
May 7, 2026
- 8-KTTD
Apr 20, 2026
- 8-KTTD
Apr 6, 2026
- Q4 2025
- 8-KTTD
Mar 25, 2026
- 8-KTTD
Mar 9, 2026
- 10-KTTD
Feb 27, 2026
- 8-KTTD
Feb 25, 2026
- 8-KTTD
Jan 26, 2026
- Q3 2025
- 8-KTTD
Dec 15, 2025
- 10-QTTD
Nov 6, 2025
- 8-KTTD
Nov 6, 2025
- Q2 2025
- 8-KTTD
Sep 17, 2025
- 10-QTTD
Aug 7, 2025
- 8-KTTD
Aug 7, 2025
- 8-KTTD
Aug 7, 2025
- EX-99TTD
Aug 7, 2025
- Q1 2025
- 8-KTTD
May 29, 2025
- 10-QTTD
May 8, 2025
- 8-KTTD
May 8, 2025
Earnings releases
9 documentsPresentations
0 documentsNo presentations for Trade Desk, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Trade Desk, Inc. are held in this edition of the library.
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