Trade Desk (TTD) lost 76.4% in a year while the S&P 500 returned 15.3%, but its EMEA and APAC regions have each grown almost 30% so far in 2026, per management on the August 6, 2026 earnings call. Total revenue grew only 11.8% in fiscal Q1 2026 and 3% in fiscal Q2, though CTV in both regions rose over 50% in fiscal Q2. Guidance for fiscal Q3 2026 is at least $650 million, below $739 million a year earlier, as management said tariffs and oil prices had set back CPG and auto advertisers. Less investment could slow growth abroad, and news reports said on September 4, 2026 that Trade Desk was laying off 15% of its staff. The regions' growth is the figure to watch when fiscal Q3 2026 results arrive in November 2026.
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