Trade Desk (TTD) Q1 FY26 earnings call

The Trade Desk delivered solid Q1 FY26 results with 12% revenue growth and strong adjusted EBITDA margins, driven by CTV and audio. Despite a complex macro environment and geopolitical uncertainties impacting certain verticals, the company remains confident in the long-term opportunity for programmatic advertising. Strategic investments in AI, retail media, and measurement, alongside strong JBP growth, position TTD to capitalize on the evolving open Internet and the shift towards data-driven advertising.