[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6331 followers
Created: 2025-05-09 03:26:03 UTC

$TTD Q1'25 Results:
↗️$616M rev (+25.5% YoY, +22.3% LQ) beat est by XXX%
↘️GM* (78.3%, -XXX PPs YoY)🟡
↗️Adj EBITDA Margin (33.8%, +0.8 PPs YoY)
↗️Operating Margin* (29.7%, +1.3 PPs YoY)
↗️FCF Margin (37.7%, +1.8 PPs YoY)
↗️Net Margin (26.8%, +0.1 PPs YoY)
↗️EPS* $XXXX beat est by XXXX%

*non-GAAP
➡️Customer Retention XX% (95% LQ)

Operating expenses
↘️S&M*/Revenue XXXX% (-0.6 PPs YoY)
↘️R&D*/Revenue XXXX% (-1.4 PPs YoY)
↘️G&A*/Revenue XXXX% (-1.1 PPs YoY)

Dilution
↗️SBC/rev 21%, +3.4 PPs QoQ
↗️Basic shares up XXX% YoY, +0.4 PPs QoQ
↘️Diluted shares down -XXX% YoY, -XXX PPs QoQ🟢

Guidance
↘️Q2'25 $682.0M guide (+16.6% YoY) missed est by -0.6%🔴

👉 Subscribe to my newsletter for the full earnings review.

![](https://pbs.twimg.com/media/GqehxauaoAAQjIH.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1920681645440725184/c:line.svg)

**Related Topics**
[eps](/topic/eps)
[rev](/topic/rev)
[$616m](/topic/$616m)
[$ttd](/topic/$ttd)
[trade desk inc](/topic/trade-desk-inc)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/SergeyCYW/status/1920681645440725184)