Q2 FY2026 EarningsQ2 FY26 results missed consensus across all primary metrics: revenue was $715.1M vs. $751.4M expected, and Non-GAAP EPS was $0.34 vs. $0.398 expected. Management acknowledged the quarter did not meet internal standards due to execution challenges and a complex marketing environment. Q3 FY26 revenue guidance of 'at least $650M' was significantly below the prevailing market sentiment, indicating a notable deceleration and a cautious outlook for the near term.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Trade Desk(TTD) the Revenue is 715.06 M (+3.03%), Miss estimate;the EBIT is 101.58 M (-13.02%), Miss estimate;the EPS is 0.14 (-22.22%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.72B3.03%
0.75B8.26%
-0.04B5.23%
EBITMiss expectations
0.10B13.02%
0.11B3.66%
-0.01B9.36%
EPSMiss expectations
0.1422.22%
0.17880.69%
-0.038821.53%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf