TTD · News · 20260807N
Revenue Performance and Mix
Trade Desk, Inc. · 2026-08-07 · Importance 25 · Surprise 32
The Trade Desk reported second-quarter 2026 revenue of $715 million, up 3% year over year and below the company’s guidance of at least $750 million. Revenue missed analysts’ $751 million estimate by $36 million, indicating weaker-than-expected advertiser spending. Management cited pressure among certain large consumer packaged goods and automotive customers as well as execution shortcomings. The reported results did not provide a segment revenue breakdown or quantify customer-specific revenue contributions.