NASDAQ$TTD
Trade Desk Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
The Trade Desk reported Q4 2025 revenue of $847M with net income of $187M ($0.39 GAAP EPS) and non-GAAP EPS of $0.59.
Fourth-quarter revenue grew 14% to $847 million; full-year revenue reached $2.9 billion. GAAP net income was $187 million ($0.39 per share); non-GAAP diluted EPS was $0.59. The board added share repurchase authorization bringing total availability to $500 million.
- Q4 revenue $847M (+14% YoY).
- Full-year revenue $2.9B with strong cash flow.
- Non-GAAP diluted EPS $0.59 in Q4.
- Kokai and retail data investments highlighted for 2026.
Headline financials
Revenue & EPS history
Trade Desk · Revenue · Quarterly
$847M
Forward guidance
The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.
Tailwinds
- MD&A highlights liquidity, capital, and core business trends.
- Segment or product commentary supports the earnings narrative.
Headwinds
- Macro, rates, or input costs may pressure near-term margins.
- One-time items can affect year-over-year comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+7.6%
Avg return
Earnings day
+7.0%
Avg return
5 days after
+8.9%
Avg return
30 days after
69%
29 / 42 earnings
Positive
+46.8%
Q1 2018
Best reaction
-33.0%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -17.0% | -12.2% | -16.9% | |
| Q4 2025 | +12.0% | -0.6% | -15.4% | |
| Q3 2025 | -3.2% | -4.6% | -12.7% | |
| Q1 2025 | +18.7% | +32.1% | +19.3% | |
| Q4 2024 | -33.0% | -34.5% | -55.9% | |
| Q3 2024 | +0.3% | +5.1% | +11.5% | |
| Q2 2024 | +16.9% | +15.8% | +18.1% | |
| Q1 2024 | -1.1% | -2.4% | +5.1% | |
| Q4 2023 | +19.7% | +11.1% | +3.2% | |
| Q3 2023 | -18.8% | -14.2% | -10.4% | |
| Q2 2023 | -9.6% | -11.8% | -1.7% | |
| Q1 2023 | +0.6% | -0.2% | +16.3% | |
| Q4 2022 | +26.3% | +20.8% | +17.2% | |
| Q3 2022 | +9.5% | +10.1% | +10.2% | |
| Q2 2022 | +35.1% | +35.5% | +17.1% | |
| Q1 2022 | -3.7% | +15.4% | +16.7% | |
| Q4 2021 | -1.4% | -3.1% | -14.5% | |
| Q3 2021 | +41.6% | +46.4% | +42.8% | |
| Q2 2021 | +4.2% | -3.7% | -14.0% | |
| Q1 2021 | -22.2% | -21.8% | -11.5% | |
| Q4 2020 | +7.0% | -6.3% | -13.2% | |
| Q3 2020 | +29.6% | +11.8% | +42.9% | |
| Q2 2020 | -0.6% | -10.1% | -11.0% | |
| Q1 2020 | +1.1% | -0.5% | +13.5% | |
| Q4 2019 | +7.6% | +4.0% | -25.2% | |
| Q3 2019 | +0.6% | +15.1% | +27.2% | |
| Q2 2019 | +5.7% | +2.9% | -9.4% | |
| Q1 2019 | -17.4% | -16.6% | +10.3% | |
| Q4 2018 | +31.7% | +30.3% | +35.2% | |
| Q3 2018 | -7.1% | -15.0% | +1.3% | |
| Q2 2018 | +39.9% | +45.6% | +55.4% | |
| Q1 2018 | +46.8% | +55.7% | +72.0% | |
| Q4 2017 | +20.3% | +11.5% | +7.1% | |
| Q3 2017 | -17.3% | -23.7% | -26.6% | |
| Q2 2017 | +0.9% | -5.5% | +4.1% | |
| Q1 2016 | +29.4% | +30.3% | +28.2% | |
| Q1 2017 | +29.4% | +30.3% | +28.2% | |
| Q2 2016 | +2.2% | +10.5% | +24.8% | |
| Q4 2016 | +2.2% | +10.5% | +24.8% | |
| Q3 2016 | +10.9% | +10.0% | +19.7% | |
| Q4 2015 | +10.9% | +10.0% | +19.7% | |
| Q3 2015 | +10.9% | +10.0% | +19.7% | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — |
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