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Jun 30, 2025
Trade Desk Q2 2025 Earnings Report
The Trade Desk reported strong Q2 2025 results with solid revenue and income growth driven by AI innovation and strategic partnerships.
Key Takeaways
The Trade Desk delivered a strong Q2 with revenue reaching $694 million and net income at $90 million. The company saw continued momentum from AI-powered tools like Kokai and strong customer retention. Adjusted EBITDA grew to $270.76 million with margins remaining high.
Forward Guidance
The Trade Desk provided a positive outlook for Q3 2025, forecasting further revenue growth and strong profitability as platform adoption continues.
Positive Outlook
- Revenue guidance for Q3 set at least $717M
- Adjusted EBITDA guidance at approximately $277M
- Ongoing adoption of Kokai platform enhances AI ad decisioning
- Expansion of OpenPath and Unified ID 2.0 improves addressability
- Strategic partnerships with major brands like Visa and Instacart
Challenges Ahead
- Adjusted EBITDA margin slightly down from last year
- Stock-based compensation remains high at $128.89M for Q2
- No GAAP net income guidance due to expense variability
- Macroeconomic uncertainty in digital ad market
Historical Earnings Impact
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Avg. Return Before/After Earnings
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