| TTD |
Report |
Revenue (2026 Q2) |
IN-LINE |
pred ~$758M vs. cons $752M |
MEDIUM |
| TTD |
Report |
Adjusted EBITDA (2026 Q2) |
BEAT |
pred ~$267M vs. cons $262M |
MEDIUM |
| TTD |
Report |
Non-GAAP diluted EPS (2026 Q2) |
BEAT |
pred ~$0.38 vs. cons $0.37 |
LOW |
| TTD |
Guide |
Revenue guidance |
LOWER |
guide ~$795M vs. cons $802M (2026 Q3) |
MEDIUM |
| TTD |
Guide |
Adjusted EBITDA guidance |
LOWER |
guide ~$320M vs. cons $328M (2026 Q3) |
MEDIUM |
| TTD |
Guide |
Adjusted EBITDA margin guidance |
UNCHANGED |
guide ≥40.0% vs. cons 40.0% (FY 2026) |
MEDIUM |
| TTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.0% |
— |
MEDIUM |
| TTD |
Return |
5-day cumulative residual |
-12.5% (FOLLOW-THROUGH) |
The Q2 beat is likely overshadowed by Q3 revenue guidance of ~$795M versus $802M consensus and Q3 adjusted EBITDA guidance of ~$320M versus $328M consensus; the implied out-period cuts should pressure estimates after day 1, extending the residual move from approximately -8.0% to -12.5%. |
MEDIUM |