The ad-tech firm projects Q2 revenue of at least $750M and targets a 40% adjusted EBITDA margin for full-year 2026.
The Trade Desk reported Q1 2026 revenue of $689 million, up 12% year-over-year, driven by demand in connected TV and retail media. Adjusted EBITDA reached $206 million, reflecting a 30% margin for the quarter.
Management set a Q2 revenue outlook of at least $750M, signaling continued growth. The company also targeted a full-year 2026 adjusted EBITDA margin of at least 40%, aiming for expanded profitability.
Shares showed limited immediate reaction as investors digested the guidance, which aligns with long-term strategic goals.