Earnings move database · CC BY 4.0 · Updated 2026-08-27

TTD: Expectations vs Outcomes

Every tracked The Trade Desk print on both axes: what the straddle charged going in against what the stock did coming out, and what management guided against what the company printed.

Rolling ratio

1.68x

mean of 1 scored print

Beat the straddle

100%

of 1 scored prints

Cleared its guide

n/a

no guidance tracked

One scored print is not a track record. A rolling ratio only starts meaning something after several quarters, and this name has 1. Read the row, not the average.

Print by Print

Q2 2026

Scored

Reported 2026-08-06 (after close) · reaction session 2026-08-07

Implied
±13.0%
struck an earlier session, 2026-08-03
Realised
-21.9%
close to close
Ratio
1.68x
+8.9% vs priced
Rolling
1.68x
after 1 scored

17.67 to 13.8

Bought rather than passed, on the argument that the last three prints realised 28 to 37% against implieds nowhere near that. Resolved on the August 7 close: 17.67 to 13.80, a fall of 21.90% against a 13% implied, so the straddle paid about 1.7x its cost and the argument held for a fourth quarter. Early reads on the morning ran near 25%; the close is 21.90%.

Our preview, trade logNasdaq historical closesMotley Fool: Trade Desk plunged to a seven-year low

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TTD rows from the Implied vs Realised Earnings Move Database, Regards of Wallstreet. Licensed CC BY 4.0. Methodology · Full database