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Trade Desk (TTD) guidance and outlook
Trade Desk (TTD) gave its guidance on Nov 9, 2026: Revenue $755M for Q4 2026; EBITDA $280M for Q4 2026. Trade Desk's 10-Q filed Nov 9, 2026 makes 32 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $755M | new |
| EBITDA | Q4 2026 | $280M | new |
From the earnings release filed Nov 9, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 9, 2026
- We also believe that the industry trends noted above will lead to advertisers adopting programmatic advertising through platforms such as ours.
- We remain focused on operating efficiently as an agile, scalable organization while investing in significant opportunities that we believe will contribute the most toward long-term growth.
- We anticipate that our platform operations will continue to increase as we scale our hosting capabilities to support the anticipated growth of queries per second (“QPS”) on our platform and to support AI and machine learning capabilities on the platform.
- We also anticipate that we will make focused, strategic investments in technology and development to enhance our platform and related offerings, including our continued focus on the development and incorporation of AI.
- In addition, we expect to optimize our investments in our infrastructure, including our information technology, financial and administrative systems and controls to support our operations.
- We intend to make balanced investments in our platform and our team to capitalize on the opportunity in international markets.
- We believe that these investments will contribute to our long-term growth, although they may negatively impact profitability in the near term.
- We currently expect that the charges under the 2026 Restructuring Plan have been substantially recognized as of September 30, 2026.
- We currently expect payments for cash severance and other termination benefits to be substantially completed by the end of the first quarter of 2027.
- The decreases were also partially offset by $15 million of incremental revenue earned from a strategic partner that we do not expect to recur.
- In addition, the increase in revenue was also driven by $15 million of incremental revenue earned from a strategic partner that we do not expect to recur.
- We expect that our revenue earned from our clients’ gross spend will fluctuate in the future pursuant to these factors, especially as our platform evolves and we introduce new and enhanced platform features and related offerings that may be adopted by our clients, expand our omnichannel capabilities, continue to enter into joint business plans and other strategic partnerships, extend our reach to more CTV and…
Trade Desk's latest quarter
Trade Desk, Q3 2026: revenue $736M (-0.5% year over year), operating margin 12.6%, net earnings $38.0M, operating cash flow $258M. The chart follows the revenue to costs, profit and cash.
Questions
Did Trade Desk raise or lower its guidance?
Trade Desk (TTD) gave its guidance on Nov 9, 2026: Revenue $755M for Q4 2026; EBITDA $280M for Q4 2026.
What does Trade Desk expect?
We also believe that the industry trends noted above will lead to advertisers adopting programmatic advertising through platforms such as ours. We remain focused on operating efficiently as an agile, scalable organization while investing in significant opportunities that we believe will contribute the most toward long-term growth. We anticipate that our platform operations will continue to increase as we scale our hosting capabilities to support the anticipated growth of queries per second (“QPS”) on our platform and to support AI and machine learning capabilities on the platform.
Updated Nov 10, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.