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Dec 31, 2022

Trade Desk Q4 2022 Earnings Report

The Trade Desk reported strong Q4 results, exceeding expectations and demonstrating growth in revenue and key partnerships.

Key Takeaways

The Trade Desk reported a strong Q4 2022, with revenue reaching $491 million, a 24% increase year-over-year. The company's performance was driven by growth in fast-growing channels like CTV and retail media, as well as the adoption of new identity tools. The board of directors authorized a $700 million share repurchase program.

Q4 revenue increased by 24% year-over-year, reaching $491 million.

Customer retention rate remained above 95% for the past nine years.

The company's board authorized a $700 million share repurchase program.

The Trade Desk is building support for Unified ID 2.0 (UID2), an industry-wide approach to identity.

Total Revenue
$491M
Previous year: $396M
+24.0%
EPS
$0.38
Previous year: $0.42
-9.5%
Gross Profit
$411M
Previous year: $329M
+25.1%
Cash and Equivalents
$1.03B
Previous year: $754M
+36.6%
Free Cash Flow
$126M
Previous year: $153M
-17.6%
Total Assets
$4.38B
Previous year: $3.58B
+22.5%

Trade Desk

Trade Desk

Forward Guidance

For the first quarter of 2023, The Trade Desk anticipates revenue of at least $363 million and adjusted EBITDA of approximately $78 million.

Positive Outlook

  • Revenue at least $363 million
  • Adjusted EBITDA of approximately $78 million