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Sep 30, 2021

Trade Desk Q3 2021 Earnings Report

The Trade Desk reported revenue growth of 39%, significantly outpacing worldwide programmatic advertising growth.

Key Takeaways

The Trade Desk reported a strong third quarter with revenue of $301.1 million and adjusted EBITDA of $122.7 million. The company's revenue growth significantly outpaced worldwide programmatic advertising growth, driven by increased adoption of its platform by leading brands and agencies.

Revenue increased by 39% year-over-year, reaching $301.1 million.

Adjusted EBITDA was $122.7 million, with an adjusted EBITDA margin of 41%.

Customer retention remained above 95% during the quarter.

The company launched its new trading platform, Solimar, enhancing data-driven precision for advertisers.

Total Revenue
$301M
Previous year: $216M
+39.3%
EPS
$0.18
Previous year: $0.13
+38.5%
Gross Profit
$248M
Previous year: $171M
+44.6%
Cash and Equivalents
$577M
Previous year: $434M
+32.8%
Free Cash Flow
$104M
Previous year: $68.5M
+52.3%
Total Assets
$2.99B
Previous year: $2.14B
+39.8%

Trade Desk

Trade Desk

Forward Guidance

The company estimates revenue of at least $388 million and adjusted EBITDA of approximately $175 million for the fourth quarter of 2021, assuming continued economic recovery and no major COVID-19 related setbacks.