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The Trade Desk Q3 Revenue Soars, Shares Plunge 7.4%

11/7/2025

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Summary

Story summary

The Trade Desk, Inc. (NASDAQ:TTD) reported Q3 2025 revenue of $739.4 million, up 17.7% year over year and 2.8% above estimates.
The adjusted earnings per share were $0.45, in line with forecasts.
For Q4 2025, The Trade Desk guided revenue of $840 million, above estimates.
The Trade Desk shares fell 7.4% after results due to investor concerns over capital intensity, despite a 5.2-month CAC payback period and a rise in capital expenditures.

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Story summary

The Trade Desk, Inc. (NASDAQ:TTD) reported Q3 2025 revenue of $739.4 million, up 17.7% year over year and 2.8% above estimates.
The adjusted earnings per share were $0.45, in line with forecasts.
For Q4 2025, The Trade Desk guided revenue of $840 million, above estimates.
The Trade Desk shares fell 7.4% after results due to investor concerns over capital intensity, despite a 5.2-month CAC payback period and a rise in capital expenditures.