| TTD |
Report |
Revenue |
BEAT |
pred ~$761M vs. cons $752.1M |
MEDIUM |
| TTD |
Report |
Adjusted EBITDA |
BEAT |
pred ~$267M vs. cons $262.5M |
MEDIUM |
| TTD |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.410 vs. cons $0.404 |
MEDIUM |
| TTD |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide at least ~$800M vs. cons $804.8M |
LOW |
| TTD |
Guide |
Adjusted EBITDA (Q3 2026) |
LOWER |
guide approximately ~$330M vs. cons $338.1M |
LOW |
| TTD |
Guide |
FY26 adjusted EBITDA margin |
UNCHANGED |
guide at least 40% vs. no verified consensus margin |
LOW |
| TTD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.0% |
— |
LOW |
| TTD |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — lower Q3 EBITDA guide drives estimate cuts |
LOW |