AI Earnings Predictions for The Trade Desk Inc. (TTD)

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Exhibit 99.1

The Trade Desk Reports Third Quarter 2026 Financial Results

The Trade Desk also announced a $731 million increase to its share repurchase authorization, bringing the total amount available for future repurchases to $1 billion of its Class A common stock.

LOS ANGELES--(BUSINESS WIRE)--November 9, 2026--The Trade Desk, Inc. (“The Trade Desk,” the “Company” or “we”) (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced financial results for its third quarter ended September 30, 2026.

“Q3 represented meaningful progress, with results well ahead of our expectations entering the quarter, but we are still operating below the level of growth we expect from ourselves,” said Jeff Green, Co-Founder and CEO of The Trade Desk. “We are moving with greater urgency across the company, strengthening how we engage with our largest customers, improving the platform through innovations such as Zuma, Audience Unlimited, agentic AI, and advancing a new approach to measurement designed to help marketers better understand what is actually driving business growth. We have more work to do, but I believe the actions we are taking are improving the underlying trajectory of the business and positioning The Trade Desk for stronger, more durable growth over the long term.”

Third Quarter 2026 Financial Highlights:

The following table summarizes the Company’s unaudited consolidated financial results for the three and nine months ended September 30, 2026 and 2025 ($ in millions, except per share amounts):

Three Months Ended

September 30,

Nine Months Ended

September 30,

2026

2025

2026

2025

GAAP Results

Revenue

$

736

$

739

$

2,140

$

2,049

Increase (decrease) in revenue year over year

(0.5)

%

18

%

4

%

20

%

Net income

$

38

$

116

$

142

$

256

Net income margin

5

%

16

%

7

%

13

%

GAAP diluted earnings per share

$

0.08

$

0.23

$

0.30

$

0.52

Non-GAAP Results

Adjusted EBITDA

$

266

$

317

$

713

$

796

Adjusted EBITDA margin

36

%

43

%

33

%

39

%

Non-GAAP net income

$

155

$

221

$

447

$

589

Non-GAAP diluted earnings per share

$

0.33

$

0.45

$

0.95

$

1.18

Third Quarter and Recent Business Highlights:

•Strong Customer Retention: Customer retention remained over 95% during the third quarter, as it has for over a decade.

•New Innovation and Partnership Announcements:

◦The Trade Desk introduced Kokai Zuma, the latest release of Kokai, bringing new agentic AI capabilities and a more intuitive user experience designed to help advertisers move faster and drive better campaign outcomes.

◦The Trade Desk expanded its healthcare measurement and optimization integrations with Veeva Crossix and IQVIA Digital, bringing more granular healthcare insights closer to media decisioning and enabling pharmaceutical advertisers to apply campaign learnings in real-time.

◦Kijiji made its first-party consumer intent data available for programmatic activation through The Trade Desk for the first time, giving advertisers access to Canadian marketplace signals across categories including automotive, real estate and home goods.

◦OptimizeRx is bringing authenticated healthcare professional (HCP) reach to The Trade Desk through OpenPath.

◦LoopMe announced a brand lift measurement integration with The Trade Desk.

◦Olyzon launched an agentic orchestration platform, with agents live across DSPs including The Trade Desk.

•Connected TV (CTV): The Trade Desk offers advertisers access to premium inventory across major networks and streaming services around the world.

◦Netflix expanded its integration with The Trade Desk, enabling advertisers beginning in November to use both first-party and third-party data to target audiences on Netflix through Kokai, with in-platform measurement capabilities expected to follow. This is in addition to Netflix joining The Trade Desk’s Sellers and Publishers 500+, enabling advertiser access to Netflix’s premier streaming environment automatically within Kokai.

◦The Trade Desk expanded its CTV offering in Italy with access to Pause Ads on HBO Max and Discovery+, giving advertisers a new programmatic format for reaching viewers within premium environments.

◦Gracenote (a Nielsen company) announced its first DSP integration with The Trade Desk, with show-level CTV targeting and reporting.

•Share Repurchases: The Company had approximately $269 million available and authorized for repurchases as of September 30, 2026. The Company also announced that its board of directors approved an additional $731 million under its share repurchase program, bringing the total amount available for future repurchases of the Company’s outstanding Class A common stock to $1 billion.

•Industry Recognition:

◦Recognized on Newsweek’s America's Greatest Companies 2026 list for strong business performance, innovation, workforce investment, and stakeholder trust.

◦Recogni

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Exhibit 99.1

The Trade Desk Reports Second Quarter 2026 Financial Results

LOS ANGELES--(BUSINESS WIRE)--August 6, 2026--The Trade Desk, Inc. (“The Trade Desk,” the “Company” or “we”) (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced financial results for its second quarter ended June 30, 2026.

“This quarter did not meet the standard we set for ourselves, but it has reinforced our belief that we are focused on the right opportunities for the future,” said Jeff Green, Co-Founder and CEO of The Trade Desk. “Marketers are navigating a complex environment, but complexity increases the value of decisioning, measurement and AI. We have a clear understanding of the factors that impacted our performance, and we are taking decisive action to strengthen our execution, upgrade our platform, and sharpen our focus on the areas where we can create the greatest value. While there is work ahead, I am confident our actions will help marketers drive better business outcomes and support the shift of media budgets toward the open internet.”

Second Quarter 2026 Financial Highlights:

The following table summarizes the Company’s unaudited consolidated financial results for the three and six months ended June 30, 2026 and 2025 ($ in millions, except per share amounts):

Three Months Ended

June 30,

Six Months Ended

June 30,

2026

2025

2026

2025

GAAP Results

Revenue

$

715

$

694

$

1,404

$

1,310

Increase in revenue year over year

3

%

19

%

7

%

22

%

Net income

$

64

$

90

$

104

$

141

Net income margin

9

%

13

%

7

%

11

%

GAAP diluted earnings per share

$

0.14

$

0.18

$

0.22

$

0.28

Non-GAAP Results

Adjusted EBITDA

$

241

$

271

$

447

$

479

Adjusted EBITDA margin

34

%

39

%

32

%

37

%

Non-GAAP net income

$

158

$

203

$

292

$

368

Non-GAAP diluted earnings per share

$

0.34

$

0.41

$

0.62

$

0.74

Second Quarter and Recent Business Highlights:

•Strong Customer Retention: Customer retention remained over 95% during the second quarter, as it has for over a decade.

•New Innovation and Partnership Announcements:

◦Dentsu named The Trade Desk as the first DSP partner for its new end-to-end retail data offering from New Stream Media.

◦The Trade Desk expanded its commerce media ecosystem through integrations with leading travel, hospitality and mobility including Booking.com, Agoda, Kayak, Priceline, Marriott, Uber and United Airlines, helping advertisers activate high-intent commerce and travel signals and unify campaign activation, measurement and optimization across the open internet.

◦Databricks named The Trade Desk a launch partner for CustomerLake, connecting first-party data and agentic AI directly to media execution across the open internet.

◦Adobe and The Trade Desk forged a new integration connecting paid media exposure data directly to first-party profiles in Adobe Real-Time CDP.

•Connected TV (CTV): The Trade Desk offers advertisers access to premium inventory across major networks and streaming services around the world.

◦Netflix joined The Trade Desk’s Sellers and Publishers 500+, enabling advertiser access to Netflix’s premier streaming environment automatically through the company’s scaled inventory marketplace.

◦Samsung Ads opened its premium home screen inventory to programmatic buyers, with The Trade Desk named among the first platforms granted access, giving advertisers a unified view of creative and measurement performance.

•Strengthened Executive Leadership and Governance:

◦The Trade Desk recently appointed Nate Olmstead as Chief Financial Officer, Sarah Gavin as Chief Marketing Officer and EVP, Kristi Argyilan as Chief Commercial Officer and EVP, Ron Lamprecht as Chief Business Development Officer and SVP, and Vinny Rinaldi as Vice President of Client Strategy & Growth, further strengthening the company’s leadership across finance, marketing, commercial strategy, data partnerships and strategic partnerships.

◦The Company also added advertising, AI, and global scaling expertise to its Board of Directors, through the appointments of Penry Price and David Haddad to its board of directors.

•Share Repurchases: The Company used approximately $78 million of cash to repurchase its Class A common stock in the second quarter of 2026. As of June 30, 2026, the Company had $269 million available and authorized for repurchases.

•Industry Recognition:

◦Wall Street Journal’s Best Companies for the Future, 2026

◦Newsweek’s America’s Greatest Workplaces, 2026

◦Newsweek’s America’s Greatest Workplaces for Entry Level, 2026

◦QKS SPARK Matrix, Leader - Ad Tech Platforms, 2026

Financial Guidance:

Third Quarter 2026 outlook summary:

•Revenue at least $650 million

•Adjusted EBITDA of approximately $160 million

The Company has not provided an outlook for GAAP net income or reconciliation of Adjusted EBITDA guidance to net income, the closest co

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Exhibit 99.1

The Trade Desk Reports First Quarter 2026 Financial Results

LOS ANGELES--(BUSINESS WIRE)--May 7, 2026--The Trade Desk, Inc. (“The Trade Desk,” the “Company” or “we”) (NASDAQ: TTD), a provider of a global technology platform for buyers of advertising, today announced financial results for its first quarter ended March 31, 2026.

“Q1 was another strong quarter for The Trade Desk, with revenue growing to $689 million, representing 12% year-over-year growth,” said Jeff Green, CEO and Co-Founder of The Trade Desk. “We’re encouraged by the impact of the strategic upgrades we’ve been making across the company, which contributed to our outperformance in Q1. Despite headwinds in the macro environment, we remain confident in our ability to lead and innovate within the programmatic ecosystem. We’re focused on delivering increasing value to marketers and to help them prioritize objective, transparent and data-driven media buying on the open internet.”

First Quarter 2026 Financial Highlights:

The following table summarizes the Company’s unaudited consolidated financial results for the three months ended March 31, 2026 and 2025 ($ in millions, except per share amounts):

Three Months Ended

March 31,

2026

2025

GAAP Results

Revenue

$

689

$

616

Increase in revenue year over year

12

%

25

%

Net income

$

40

$

51

Net income margin

6

%

8

%

GAAP diluted earnings per share

$

0.08

$

0.10

Non-GAAP Results

Adjusted EBITDA

$

206

$

208

Adjusted EBITDA margin

30

%

34

%

Non-GAAP net income

$

134

$

165

Non-GAAP diluted earnings per share

$

0.28

$

0.33

First Quarter and Recent Business Highlights:

•Strong Customer Retention: Customer retention remained over 95% during the first quarter, as it has for over a decade.

•New Innovation and Partnership Announcements:

◦Koa Agents, agentic AI capabilities for media planning, buying, optimization, and measurement across the open internet, with Stagwell as the first partner.

◦OpenTTD, creates a single login and integrated analytics for clients and partners who work with The Trade Desk in multiple ways, such as DoorDash, which is a brand advertiser, seller of ad inventory, and provider of third-party data.

◦OpenAds adopted by first wave of publishers including AccuWeather, The Arena Group, BuzzFeed, The Guardian, Hearst Magazines, Hearst TV, Newsweek, People Inc., and Ziff Davis.

◦LinkedIn selected The Trade Desk as its first DSP partner for activation of B2B data for CTV, enabling advertisers to reach professional audiences in streaming environments.

◦Pacvue and Skai announced new integrations with The Trade Desk that allows mutual clients to streamline enterprise activation of programmatic advertising campaigns alongside retail media investments.

◦Dollar General, in partnership with Kevel, announced a unification of retail media inventory that allows brands to plan, activate and optimize both offsite and onsite inventory on The Trade Desk.

•Continued Collaboration and Support for Unified ID 2.0: The Trade Desk is building support for Unified ID 2.0 (UID2), an industry-wide approach to identity that preserves the value of relevant advertising. Recent partnerships and pledges of integration and support include:

◦MetaRouter, a high-performance customer data management platform, partnered with The Trade Desk to help brands synchronize UID2 and conversion events in real time directly in The Trade Desk platform to enable a more direct connection between consented identity and activation.

•Connected TV (CTV): The Trade Desk offers advertisers access to premium inventory across major networks and streaming services around the world.

◦Paramount announced live, in-game programmatic buying for select commercial ad units within marquee sporting events via The Trade Desk.

◦Xumo became the first CTV publisher to integrate OpenPath through the FreeWheel ad server.

•Corporate Governance and Leadership:

◦Drew Vollero appointed to The Trade Desk Board of Directors. Vollero brings deep financial and operational expertise, with a proven track record of helping high-growth technology companies scale and navigate complex market dynamics.

•Share Repurchases: The Company used approximately $164 million of cash to repurchase its Class A common stock in the first quarter of 2026. As of March 31, 2026, the Company had $327 million available and authorized for repurchases.

•Industry Recognition:

◦America’s Greatest Workplaces for Entry Level, 2026

Financial Guidance:

Second Quarter 2026 outlook summary:

•Revenue at least $750 million

•Adjusted EBITDA of approximately $260 million

The Company has not provided an outlook for GAAP net income or reconciliation of Adjusted EBITDA guidance to net income, the closest corresponding U.S. GAAP measure, because net income outlook is not available without unreasonable efforts on a forward-looking basis due to the variability and complexity wit