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The Trade Desk revenue slips as quarterly profit falls 67%

The Trade Desk reported a 0.5% revenue decline to $736M in Q3 2026, with net income dropping 67% to $38M. Adjusted EBITDA fell 16% to $266M, and margins contracted. CEO Jeff Green noted progress but acknowledged growth challenges. The company expects Q4 revenue of at least $755M and adjusted EBITDA of at least $280M, while increasing its share repurchase authorization by $731M.

Original reporting
finance.yahoo.com
Published Nov 10, 2026, 3:01 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 10, 2026, 3:21 PM UTC. Informational, not investment advice.
How this was made
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The Trade Desk revenue slips as quarterly profit falls 67% — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$TTDBearishHigh
01

Why it matters

The miss signals slowing ad spend, which could ripple through the ad‑tech ecosystem.

02

Market read

Earnings surprise may trigger short‑term sell pressure and influence sentiment toward ad‑tech stocks.

03

What to watch

Strong cash position and >95% customer retention may cushion longer‑term growth concerns.

Relevance 7/10Novelty 8/10Timing: after-hours

Background

The Trade Desk is a leading programmatic advertising platform; its earnings are closely watched for trends in digital ad spend.

Company-level read

Ticker impact

$TTDBearishHigh confidence
Context

The Trade Desk reported Q3 revenue down 0.5% and net income down 67%, plus lowered guidance and a $731M increase to its share repurchase authorization.

Expected impact

likely downside as the market prices in the revenue miss and profit decline

Evidence & confidence

Revenue fell year‑over‑year and profit collapsed, while guidance remains modest; investors typically react negatively to such earnings surprises.

Market effects

Sector

Ad‑tech sector may see broader scrutiny as demand softens, potentially affecting peers.

Regional

U.S. markets may open lower on ad‑tech earnings weakness.

Global

Limited to investors with exposure to digital advertising platforms.

Counterpoint

What could challenge this read

The increased buyback authorization could support the stock if investors focus on capital return rather than short‑term earnings miss.

Key entities

  • Company
    The Trade Desk

    U.S. advertising technology firm (NASDAQ:TTD).

Read at source← All news

StoryThe Trade Desk posts flat Q3 revenue, beats estimates but shares slide after rally

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