Symbols

TTD

The Trade Desk·NASDAQ

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TTD fundamentals

TTD Q4 2025 Earnings

The Trade Desk (TTD) released its earnings on Feb 25, 2026: revenue was 846.79M (YoY +14.28%), beat estimates; EPS was 0.39 (YoY -33.90%), beat estimates.

Revenue / YoY

846.79M

+14.28%

EPS / YoY

0.39

-33.90%

Report date

Feb 25, 2026

TTD Earnings Call Summary for Q4,2025

Revenue Growth: Q4 2025 revenue +14% YoY ($847M), driven by CTV (+50% share), audio (+6%), and EMEA/APAC (+outpace NA).
AI-Driven Innovation: Kokai AI reduced IKEA CPA by 17%, Deal Desk deals perform 2x better. Audience Unlimited monetizes 3rd-party data via AI.
Challenges: CPG/Auto verticals (-5%+ growth drag) offset by +60% growth in Medical/Technology. Q1 2026 guide: $678M (+10% YoY).
Financial Discipline: 2025 EBITDA margin 47%, 2026 margin ~2025 levels. $423M Q4 buybacks, $1.3B cash balance.
Competitive Edge: 100% objective buying model vs. Amazon's owned-inventory bias. CTV deals perform 6x better than Amazon DSP.

Earnings

EPS

Revenue

Revenue & Expenses

TTD has released its 2025 Q4 earnings report, with revenue of 846.79M, reflecting a YoY change of 14.27%, and net profit of 186.95M, showing a YoY change of 2.59%. The Sankey diagram below clearly presents TTD's revenue sources and cost distribution.

Key Indicators

The Trade Desk (TTD) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

The Trade Desk (TTD)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

The Trade Desk (TTD)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

The Trade Desk (TTD)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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