| TTD |
Report |
Q2 Revenue |
BEAT |
pred ~$762M vs. cons $752M |
MEDIUM |
| TTD |
Report |
Q2 Adj. EBITDA |
BEAT |
pred ~$268M vs. cons $262.5M |
MEDIUM |
| TTD |
Report |
Q2 Adj. EPS (Diluted) |
BEAT |
pred ~$0.41 vs. cons $0.404 |
MEDIUM |
| TTD |
Guide |
Q3 2026 Revenue (Q3 2026) |
LOWER |
guide ~$800M vs. cons ~$816M |
MEDIUM |
| TTD |
Guide |
FY 2026 Adj. EBITDA Margin (FY 2026) |
UNCHANGED |
reaffirm >=40% vs. cons >=40% |
HIGH |
| TTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| TTD |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side cuts H2 estimates on below-consensus Q3 guide; short covering provides partial floor but does not flip the direction |
MEDIUM |