Short answer
Trade Desk (The) (TTD) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $715M (up 3.0% year over year) with net income of $64M.
Q2 2026 key financials · XBRL
- Revenue
- $715M
- +3.0% YoY · +3.8% QoQ
- Net income
- $64M
- −28.6% YoY · +61.0% QoQ
- Operating margin
- 14.2%
- EPS (diluted)
- $0.14
- −22.2% YoY · +75.0% QoQ
Source: XBRL data from the Trade Desk (The) (TTD) Q2 2026 10-Q on SEC EDGAR. USD.
Trade Desk (The) Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $715.1M, up 3% YoY from $694.0M
- Operating margin 14% vs 17% YoY
- Net income $64.4M, down 29% YoY from $90.1M
- Cash and equivalents $1.1B, short-term investments $362M
- Operating cash flow $545M for six months; hosting costs rising amid AI growth and data-center component prices
Risk Factors
- No explicit new risk factor identified; excerpt does not compare changes with the latest 10-K
- AI competition risk; competitors’ improved AI technologies could increase infrastructure costs and weaken platform competitiveness
- Cybersecurity risk; attacks increasingly use sophisticated techniques, including AI, against systems and employee mailboxes
- CTV concentration risk; reduced CTV growth or unsuccessful programmatic television execution could harm growth prospects
- Client concentration risk; two holding companies each exceeded 10% of 2025 gross billings as aggregated relationships
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Trade Desk (The) quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.