What happened
The Trade Desk reported Q3 2026 revenue of $736 million, slightly down from $739 million a year ago, while profit fell sharply from $116 million to $38 million. CEO Jeff Green noted a shift in media buying decisions to senior executives and procurement, and highlighted growth in APAC (up 30%) and EMEA (up 20%). The company is focusing on AI-driven agentic platforms, with campaign creation time down 9%, and is exploring M&A more actively. Healthcare partnerships with Veeva Crossix and IQVIA Digital were touted, along with an integration with OptimizeRx. CTV and retail media were less prominent on the earnings call, with audio becoming the fastest-growing channel.
Key facts & figures
- ·The Trade Desk's Q3 2026 revenue was $736 million, down from $739 million in Q3 2025.
- ·Profit fell to $38 million in Q3 2026 from $116 million a year earlier.
- ·APAC business grew 30% year-over-year in the first nine months of 2026, with China up 45%.
- ·The Trade Desk's agentic platform is in beta, reducing campaign creation time by 9% on average.
- ·The company announced healthcare measurement partnerships with Veeva Crossix and IQVIA Digital, and an integration with OptimizeRx.
Key questions for investors and operators
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Companies & platforms involved
The Trade Desk reported Q3 earnings with revenue slipping to $736 million and profit falling sharply.
The company touted healthcare measurement partnerships with Veeva Crossix and IQVIA Digital.
The company touted healthcare measurement partnerships with Veeva Crossix and IQVIA Digital.
The company mentioned an integration with OptimizeRx for medical ad inventory and targeting.