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The Trade Desk Misses EPS, Beats Revenue as Shares Slide on Q1 Report

Fresh guidance tests investor confidence after recent leadership turmoil.

Overview

  • The Trade Desk, which reported results Thursday, posted GAAP net income of $40 million with GAAP EPS of 8 cents and adjusted EPS of 28 cents on revenue of $688.9 million.
  • Adjusted EPS missed the 32-cent consensus. Revenue beat expectations of about $679 million and rose 12% year over year.
  • For the June quarter, the company guided to at least $750 million in revenue and about $260 million in adjusted EBITDA.
  • Shares fell about 14% after hours to $20.06 following the release, according to Benzinga Pro data.
  • The update lands after a wave of leadership exits and agency reviews in April that led some analysts to flag client revenue risk.