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What Trade Desk promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

11 of 15 judged targets kept · 9 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Quarterly adjusted EBITDAapproximately $260 millionMar 2026Jun 2026:We generated $241 million of adjusted EBITDA during the quarter, representing a 34% margin.
Call transcript, Jun 2026 · no direct link		Missed
Quarterly adjusted EBITDAapproximately $160 millionJun 2026Jun 2026:We estimate adjusted EBITDA for Q3 to be approximately $160 million.
Call transcript, Jun 2026 · no direct link		New
Quarterly adjusted EBITDAapproximately $195 millionDec 2025Mar 2026:We generated $206 million of adjusted EBITDA during the quarter, representing a 30% margin.
Call transcript, Mar 2026 · no direct link		Achieved

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

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