What To Expect From The Trade Desk’s (TTD) Q4 Earnings

What To Expect From The Trade Desk’s (TTD) Q4 Earnings

What To Expect From The Trade Desk’s (TTD) Q4 Earnings

Jabin Bastian

Tue, February 24, 2026 at 12:12 PM GMT+9 2 min read

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    TTD

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Digital advertising platform The Trade Desk (NASDAQ:TTD) will be announcing earnings results this Wednesday after market close. Here’s what to look for.

The Trade Desk beat analysts’ revenue expectations last quarter, reporting revenues of $739.4 million, up 17.7% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and EBITDA guidance for next quarter topping analysts’ expectations.

Is The Trade Desk a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting The Trade Desk’s revenue to grow 13.6% year on year, slowing from the 22.3% increase it recorded in the same quarter last year.

The Trade Desk Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. The Trade Desk rarely misses Wall Street’s revenue estimates.

Looking at The Trade Desk’s peers in the sales and marketing software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AppLovin delivered year-on-year revenue growth of 20.8%, beating analysts’ expectations by 2.2%, and LiveRamp reported revenues up 8.6%, in line with consensus estimates. AppLovin traded down 19.7% following the results while LiveRamp was up 3.5%.

Read our full analysis of AppLovin’s results here and LiveRamp’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in sales and marketing software stocks have been spared in this environment as share prices are down 22% on average over the last month. The Trade Desk is down 28.2% during the same time and is heading into earnings with an average analyst price target of $52.03 (compared to the current share price of $24.24).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.

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