AI brief of an SEC Form 8-K · Trade Desk, Inc. (TTD)

The Trade Desk Q3 revenue falls 0.5% to $736 million; net income drops to $38 million

Negative Impact 4 of 5 earnings

The Trade Desk reported third-quarter 2026 revenue of $736 million, down 0.5% from a year earlier, and GAAP net income of $38 million, down from $116 million. The board also approved an additional $731 million for share repurchases, bringing total available authorization to $1 billion.

Key points

  • Q3 2026 revenue was $736 million versus $739 million in Q3 2025; GAAP diluted EPS was $0.08 versus $0.23.
  • Adjusted EBITDA was $266 million versus $317 million a year earlier; the filing cites $44 million in restructuring charges under its 2026 Restructuring Plan.
  • Fourth-quarter 2026 outlook calls for revenue of at least $755 million and Adjusted EBITDA of at least $280 million.
  • The board authorized an additional $731 million under the share repurchase program, bringing the total available to $1 billion.

The filing

CompanyTrade Desk, Inc. (TTD)
Form8-K, current report
Filed with the SECNov 9, 2026, 4:09 PM ET
Accession number0001671933-26-000115

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 6:16 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.