TTD The Trade Desk

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Regulatory risk from insurance laws impacting Host Damage Protection program; potential coverage denials, premium increases, and insolvent insurers affecting cost and liability
• • Macroeconomic exposure to global travel downturns; 61% of revenue outside U.S. vulnerable to economic, political, and pandemic disruptions
• • Operational dependency on third-party support providers and AI-driven customer service expansion, risking quality deterioration and rising costs
• • Competitive threat from search engines like Google potentially disintermediating platform traffic and leveraging own travel services
• • Financial risk from managing substantial customer funds; failure in internal controls or regulatory compliance could lead to penalties and reputational damage

Management Discussion & Analysis

• • Revenue $12.2B, up 10% YoY (+$1.1B), driven by Nights and Seats Booked growth and 3% ADR increase
• • Net income $2.5B, down 5% YoY; net margin 21% vs 24% due to higher compensation, marketing, and lower interest income
• • Best segment Latin America revenue $1.16B (+20%), worst North America revenue $5.2B (+4%) — largest regional revenue but slowest growth
• • Operating cash flow $4.6B (+3%), free cash flow $4.6B with $3.8B of share repurchases completed, $5.6B repurchase capacity remaining
• • Management sees macroeconomic and geopolitical risks (inflation, currency, tariffs) as uncertain future impact; no material effect to date

Business Overview

• • Core business model: Global marketplace connecting guests with unique stays, experiences, and services across 220+ countries and regions
• • Introduced Airbnb Services and redesigned experiences in May 2025 to expand offerings beyond traditional travel accommodations
• • Strategic emphasis on localized product updates and marketing in less mature markets to drive global expansion and user engagement
• • Employee count grew to approximately 8,200 in 2025 with an additional 13,000 third-party workers supporting community contacts
• • Completed major technology stack rebuild in 2025, enhancing scalability, AI integration, and platform stability for faster innovation and trust improvements

What are the latest TTD SEC filings in 2026?

The Trade Desk (TTD) has filed a 10-K annual report on February 12, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did TTD file its most recent 10-K annual report?

The Trade Desk (TTD) filed its most recent 10-K annual report on February 12, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view TTD 10-Q quarterly reports?

The Trade Desk (TTD)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every TTD 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has TTD filed recently?

The Trade Desk (TTD)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find TTD insider trading activity (Form 4)?

SignalX aggregates every TTD Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does TTD file with the SEC?

The Trade Desk (TTD) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new TTD filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for The Trade Desk (TTD).

What is TTD's SEC CIK number?

The Trade Desk (TTD)'s SEC CIK (Central Index Key) number is 1559720. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1559720 to look up all TTD filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find TTD return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from The Trade Desk (TTD) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.