Trade Desk Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-21.1%projected annual EPS growth
Analyst Coverage
30analysts covering
FY EPS (est.)
$1.16next fiscal year
Monitoring Framework
Key Performance Indicators
Customer Retention Rate Quarterly9,500.0%Target: Maintain above 95%
Quarterly Revenue Growth (YoY) Quarterly1,200.0%Target: Stabilization above 10%, re-acceleration to 15%+
Adjusted EBITDA Margin Quarterly3,000.0%Target: At least 40% for Full-Year 2026
Watch Items
- Publicis Groupe Audit Dispute and Agency NegotiationsTrigger: Resolution of fee overcharge allegations and contract renewalAction: Monitor management commentary on earnings calls and agency ad spend allocation shifts.
- Take Rate Compression and Programmatic CompetitionTrigger: Take rate dropping below the historical ~20% averageAction: Analyze gross spending versus net revenue trends to evaluate pricing power against Amazon and Google.
- Executive Leadership Transition StabilityTrigger: Appointment of a permanent Chief Financial OfficerAction: Assess the background of the new appointee and monitor for further senior management turnover.
Research as of 2 Sep 2026