The Trade Desk 2025 Q2 Earnings Beats Expectations as Net Income Surges 6%
Generado por agente de IAAinvest Earnings Report Digest
jueves, 7 de agosto de 2025, 9:19 pm ET2 min de lectura
TTD--
The Trade Desk reported fiscal 2025 Q2 earnings on Aug 7, 2025, with both revenue and net income exceeding expectations. The company confirmed no formal guidance for GAAP net income but set a third-quarter revenue outlook of at least $717 million, signaling confidence in continued growth.
Revenue
The Trade Desk's total revenue rose 18.7% year-over-year to $694.04 million in Q2 2025, reflecting strong performance across its digital advertising platform.
Earnings/Net Income
Net income increased 6.0% to $90.13 million in Q2 2025, with earnings per share (EPS) rising 5.9% to $0.18. The company's profitability remained stable, supported by consistent revenue growth and operating efficiencies. The EPS result marked a positive outcome for shareholders.
Price Action
The stock price of The Trade DeskTTD-- fell 2.67% during the latest trading day but gained 1.58% over the past week and surged 19.32% month-to-date.
Post-Earnings Price Action Review
A post-earnings strategy of buying The Trade Desk shares following a revenue increase and holding for 30 days delivered a 85.58% return over the past three years, outperforming the benchmark return of 48.67% by 36.91%. The approach demonstrated strong performance with a compound annual growth rate (CAGR) of 23.69% and zero maximum drawdown, underscoring its effectiveness in capturing post-earnings momentum.
CEO Commentary
Jeff Green, CEO and Co-Founder, emphasized the company's robust Q2 performance, with revenue increasing 19% year-over-year to $694 million. He highlighted continued innovation in Kokai, progress in CTV, retail media, and the supply chain, as well as growing adoption of OpenPath and deeper ecosystem partnerships. These advancements, he noted, are delivering exceptional value to clients and strengthening the open internet.
Guidance
The company provided revenue guidance for Q3 2025 of at least $717 million and an Adjusted EBITDA outlook of approximately $277 million. However, it did not disclose GAAP net income guidance or a reconciliation of Adjusted EBITDA to net income, citing the complexity of forward-looking stock-based compensation expenses.
Additional News
The Trade Desk announced the appointment of Alex Kayyal as Chief Financial Officer, effective August 21, 2025. A seasoned executive with extensive experience at SalesforceCRM-- and LightspeedLSPD-- Venture Partners, Kayyal brings a strong operational background to the role and will continue serving on the Board of Directors. In addition, Omar Tawakol, founder of Rembrand and former BlueKai CEO, was appointed to the Board of Directors, bringing deep expertise in AI-driven advertising innovation. The company also repurchased $261 million of its Class A common stock in Q2, with $375 million remaining under its repurchase authorization.
The Trade Desk further expanded its OpenPath and Unified ID 2.0 initiatives, with notable integrations from Freestar, Bell Media, and SnowflakeSNOW--. New partnerships, including collaborations with VisaV--, Instacart, and Zepto, highlight the company’s expanding ecosystem and strategic focus on data-driven advertising solutions.
Revenue
The Trade Desk's total revenue rose 18.7% year-over-year to $694.04 million in Q2 2025, reflecting strong performance across its digital advertising platform.
Earnings/Net Income
Net income increased 6.0% to $90.13 million in Q2 2025, with earnings per share (EPS) rising 5.9% to $0.18. The company's profitability remained stable, supported by consistent revenue growth and operating efficiencies. The EPS result marked a positive outcome for shareholders.
Price Action
The stock price of The Trade DeskTTD-- fell 2.67% during the latest trading day but gained 1.58% over the past week and surged 19.32% month-to-date.
Post-Earnings Price Action Review
A post-earnings strategy of buying The Trade Desk shares following a revenue increase and holding for 30 days delivered a 85.58% return over the past three years, outperforming the benchmark return of 48.67% by 36.91%. The approach demonstrated strong performance with a compound annual growth rate (CAGR) of 23.69% and zero maximum drawdown, underscoring its effectiveness in capturing post-earnings momentum.
CEO Commentary
Jeff Green, CEO and Co-Founder, emphasized the company's robust Q2 performance, with revenue increasing 19% year-over-year to $694 million. He highlighted continued innovation in Kokai, progress in CTV, retail media, and the supply chain, as well as growing adoption of OpenPath and deeper ecosystem partnerships. These advancements, he noted, are delivering exceptional value to clients and strengthening the open internet.
Guidance
The company provided revenue guidance for Q3 2025 of at least $717 million and an Adjusted EBITDA outlook of approximately $277 million. However, it did not disclose GAAP net income guidance or a reconciliation of Adjusted EBITDA to net income, citing the complexity of forward-looking stock-based compensation expenses.
Additional News
The Trade Desk announced the appointment of Alex Kayyal as Chief Financial Officer, effective August 21, 2025. A seasoned executive with extensive experience at SalesforceCRM-- and LightspeedLSPD-- Venture Partners, Kayyal brings a strong operational background to the role and will continue serving on the Board of Directors. In addition, Omar Tawakol, founder of Rembrand and former BlueKai CEO, was appointed to the Board of Directors, bringing deep expertise in AI-driven advertising innovation. The company also repurchased $261 million of its Class A common stock in Q2, with $375 million remaining under its repurchase authorization.
The Trade Desk further expanded its OpenPath and Unified ID 2.0 initiatives, with notable integrations from Freestar, Bell Media, and SnowflakeSNOW--. New partnerships, including collaborations with VisaV--, Instacart, and Zepto, highlight the company’s expanding ecosystem and strategic focus on data-driven advertising solutions.
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