The Trade Desk Company $TTD announced Q1 2026 results



- Revenue = $689 million (beating expectations of $679.5 million by +1.4%) with +12% annual growth (the slowest in the company's history)
- Adjusted earnings per share = $0.28 (below expectations of $0.32 by -12.5%, compared to $0.33 a year ago)
- Adjusted net profit = $134 million (down from $165 million a year ago)
- Net profit = $40 million with a margin of 6% (compared to $51 million and 8% a year ago)
- Adjusted EBITDA = $206 million with a margin of 30% (compared to $208 million and 34% a year ago)
- Customer retention rate = +95% (for the 12th consecutive year)
- Operating cash flow = $392 million
- Cash + short-term investments = $1.4 billion
- Q1 share repurchase = $164 million
- Remaining buyback program = $327 million

Guidance for Q2 2026:
- Revenue = at least $750 million (below expectations of $772.4 million by -2.9%)
- Adjusted EBITDA = ~ $260 million
- Full-year 2026 adjusted EBITDA margin = +40% (similar to 2025)

Why did the stock drop -13%?
First reason: Slowing growth.. the company was growing at +25-30% annually, now only +12% (the slowest in its history)
Second reason: Weak Q2 guidance
Expected revenue = $750 million versus expectations of $772 million, indicating that the slowdown is not temporary
Third reason: EBITDA margin declined from 34% to 30%
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