earnings
confidence high
sentiment positive
materiality 0.80
Trade Desk Q1 revenue $616M (+25% YoY), EPS $0.10; guides Q2 rev at least $682M
Trade Desk, Inc.
2025-Q1 EPS reported
$0.10
revenue$616,021,000
- Revenue $616M (+25% YoY), GAAP net income $51M ($0.10 EPS), non-GAAP EPS $0.33.
- Adjusted EBITDA $208M (34% margin); Q2 guidance: rev ≥$682M, Adj. EBITDA ~$259M.
- Appointed Vivek Kundra (ex-Salesforce EVP, former US CIO) as COO.
- Repurchased $386M of common stock in Q1; $631M remaining under authorization.
- Customer retention >95% for 11th year; OpenPath partnered with Warner Bros., Guardian, NY Post (fill rate +8.6x).