Trade Desk Q1 revenue up 12% to $689M; GAAP EPS $0.08, non-GAAP $0.28; Q2 guidance $750M

Trade Desk, Inc.

2026-Q1 EPS reported $0.08 revenue$688,857,000

Q1 revenue $689M (+12% YoY); GAAP net income $40M ($0.08 diluted EPS), down from $51M ($0.10) YoY.
Non-GAAP adjusted EBITDA $206M (30% margin), down from $208M (34%) YoY; non-GAAP EPS $0.28 vs $0.33.
Customer retention >95% for over a decade; share repurchases $164M in Q1, $327M remaining authorized.
Q2 2026 guidance: revenue at least $750M, adjusted EBITDA approximately $260M.
Board appointed Drew Vollero; new product announcements include Koa Agents and OpenTTD.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Trade Desk, Inc. reported first quarter ended March 31, 2026 results: revenue $689 million, net income $40 million, EPS $0.08. Guidance reaffirmed.

Period: first quarter ended March 31, 2026
Revenue: $689 million
Net income: $40 million
EPS: $0.08
Guidance: reaffirmed
Result: reported results

Exact text from the filing

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

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Source: SEC EDGAR

accession 0001671933-26-000053

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