Trade Desk, Inc. TTD

Revenue Intelligence Report • 34 quarters of SEC filing data • Updated 2026-03-06

Trade Desk, Inc. continues to demonstrate robust revenue growth, with the latest quarterly revenue reaching $847 million and a forecasted FY revenue of $3.38 billion, reflecting a 16.8% year-over-year increase. The company's strategic investments in research and development yield an impressive long-run revenue return of $8.24 for every dollar spent, while sales and marketing efforts generate $2.64 for each dollar invested. With a model accuracy of 6.1% MAPE and a recent holdout test predicting revenue within 0.7% of actual results, Trade Desk's financial outlook remains strong, driven by effective spending and a solid market position. Investors can expect continued growth as the company leverages its spending efficiency to capitalize on emerging opportunities in the digital advertising landscape.

Next FY Revenue
$3381.63M
+16.8% YoY
R&D Multiplier
$8.24 per $1
SG&A Multiplier
$2.64 per $1
Model Accuracy
6.1% MAPE
Holdout validation: The model predicted $853M vs the actual $847M — an error of 0.7%.

Revenue Forecast

TTD Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $853M $847M $809M – $897M +15.1% ✓ In range
Q2 2026 $723M $661M – $786M +17.4%
Q3 2026 $819M $742M – $895M +17.9%
Q4 2026 $861M $773M – $950M +16.5%
Q1 2027 $979M $880M – $1078M +15.6%

How Spending Drives Revenue

TTD Spending Timing
Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

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