The Trade Desk(TTD) ZACKS·2025-05-01 15:08Core Viewpoint - The Trade Desk (TTD) is expected to report a year-over-year decline in earnings despite higher revenues, with the market closely watching how actual results compare to estimates [1][2]. Company Summary - The Trade Desk is anticipated to post quarterly earnings of $0.25 per share, reflecting a year-over-year decrease of 3.9%. Revenues are projected to reach $574.27 million, which is an increase of 16.9% from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 6.87% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. - The Most Accurate Estimate for The Trade Desk is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -9.45%. The stock currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [11][10]. Earnings Surprise History - In the last reported quarter, The Trade Desk was expected to post earnings of $0.58 per share but actually delivered $0.59, resulting in a surprise of +1.72%. Over the past four quarters, the company has beaten consensus EPS estimates four times [12][13]. Industry Context - Another player in the Zacks Internet - Services industry, Uber Technologies (UBER), is expected to report earnings of $0.51 per share for the same quarter, indicating a significant year-over-year increase of 259.4%. Revenues are expected to be $11.6 billion, up 14.5% from the previous year [17]. - The consensus EPS estimate for Uber has been revised down by 1.4% over the last 30 days, and it currently has an Earnings ESP of -0.20%, combined with a Zacks Rank of 3, making it difficult to predict an earnings beat [18].