Trade Desk shares plummet following soft guidance, quarterly revenue miss

Published 13/02/2025, 10:46
© Reuters.

Investing.com - Shares in The Trade Desk (NASDAQ:TTD) shed more than 25% of their value in premarket trading on Thursday after the digital advertising service provider unveiled first-quarter revenue guidance short of analysts’ estimates.

The California-based group specializes in advertisements on streaming platforms available on smart televisions or other devices, has surged in prominence as more people move away from traditional TV. This has fueled an uptick in expectations for the company among investors, with the price of the stock spiking by more than 67% over the past one-year period.

Yet Chief Executive Officer Jeff Green flagged that the business "fell short of expectations" in its latest quarter, in a potential sign that a time of elevated interest rates and economic uncertainty was weighing on clients’ marketing budgets.

"The GDP, unusual election uncertainty, continued pricing pressure on some consumers and some companies doesn’t create an ideal environment. And this one wasn’t a perfect environment," Green told analysts in a post-earnings call.

The Trade Desk reported fourth-quarter adjusted earnings per share of $0.59 on revenue of $741 million. Analysts polled by Investing.com had anticipated per-share income of $0.57 and revenue of $759.1 million for the three months ended December 31.

Current-quarter revenue was subsequently tipped to be "at least $575 million," compared with estimates of $582.7 million. Earnings before interest, taxes, depreciation and amortization was also seen at roughly $145 million, versus Wall Street projections of $192 million.

However, Green still presented a relatively upbeat outlook, adding that The Trade Desk implemented a broad reorganization effort in December aimed at accelerating "opportunities" across its operations. The company also increased its repurchase authorization by an additional $564 million, bringing its total amount of future buybacks up to $1 billion.

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