Trade Desk posts transcript of Q2 2026 earnings call
TTD•Product priorities
Product priorities centered on a new measurement framework in alpha, broader rollout of Audience Unlimited, and a usability upgrade dubbed Zuma later this month.
Third-quarter outlook
Q3 outlook called for revenue of at least USD 650 million. Adjusted EBITDA was expected near USD 160 million.
Second-quarter results
Q2 revenue reached USD 715 million, up 3% y/y. Adjusted EBITDA totaled USD 241 million for a 34% margin, and net income was USD 64 million.
Q2 2026 earnings call highlights
Trade Desk held its Q2 2026 earnings call on Aug. 6 with CEO Jeff Green, CFO Nate Olmstead, and IR VP Chris Toth.
Management flagged revenue growth below internal expectations, citing macro pressure on large brands and weaker execution; CPG and autos generate about 25% of revenue.
