The Trade Desk reaffirms its fourth quarter guidance, indicating confidence in its near-term performance. The company also announced a change in interim CFO, highlighting internal financial leadership strength.
Reaffirms Q4 2025 revenue guidance of at least $840 million.
positiveReaffirms Q4 2025 Adjusted EBITDA guidance of approximately $375 million.
positiveAppointed Tahnil Davis as Interim Chief Financial Officer, highlighting strong internal financial leadership.
positiveThe company is not providing GAAP net income guidance due to the variability of stock-based compensation, tax-related items, and other non-recurring items.
attentionThe company expects variability in non-recurring items could have a significant and potentially unpredictable impact on future U.S. GAAP financial results.
attentionMargin metrics will be available once backend extracts data from insights_json
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Tahnil is an exceptionally strong operator and leader who understands our business inside and out.
Her combination of financial rigor, strategic insight, and hands-on execution has been instrumental in helping us build a finance organization that can support our next phase of growth.
I look forward to our continued partnership as we continue to execute against our strategic priorities.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.