finance.yahoo.com ·
trade desk q1 earnings call 050614210
The full article is on the original publisher site. This page only shows the headline and a very short excerpt.
AI insight
AI-generatedThe Trade Desk's earnings show solid growth in programmatic advertising, particularly connected TV and audio, despite tariff headwinds and weaker demand in some consumer sectors. The company maintains strong margins and invests in AI and retail data. No direct commodity or supply chain scarcity is indicated; the impact is on digital advertising market share and profitability.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- Q1 2026 revenue $689M, +12% YoY
- Adjusted EBITDA $206M, 30% margin
- Q2 2026 guidance: revenue ≥$750M, EBITDA ~$260M
- Full-year EBITDA margin target ≥40%
- Growth driven by connected TV and audio; video ~low-50% of business
Programmatic advertising demand strong; connected TV and audio growth supports revenue beat in the next 48h, with a 1-2% revenue uplift.
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