| TTD |
Report |
Revenue |
IN-LINE |
pred ~$758M vs. cons $752M |
MEDIUM |
| TTD |
Report |
Adjusted EBITDA |
BEAT |
pred ~$267M vs. cons $262M |
MEDIUM |
| TTD |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$0.39 vs. cons $0.37 |
MEDIUM |
| TTD |
Guide |
3Q26 revenue guidance |
LOWER |
guide ~$705M vs. cons $715M (3Q26) |
MEDIUM |
| TTD |
Guide |
3Q26 adjusted EBITDA guidance |
LOWER |
guide ~$270M vs. cons $282M (3Q26) |
MEDIUM |
| TTD |
Guide |
Full-year adjusted EBITDA margin |
UNCHANGED |
guide ~40.0% vs. cons 40.0% (FY26) |
HIGH |
| TTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-8.0% |
— |
MEDIUM |
| TTD |
Return |
5-day cumulative residual |
-12.0% (FOLLOW-THROUGH) |
A modest reported beat of roughly $6M revenue and $5M EBITDA versus consensus is likely outweighed by an implied 3Q revenue-guide shortfall of roughly $10M and EBITDA-guide shortfall of roughly $12M; that out-period reset should drive downward FY26/FY27 revenue and EPS revisions. |
MEDIUM |