The Q2 results and the Q3 guide were probably surprising even to the most committed TTD bears. We speculate that the impact of the dispute with Publicis was greater than anticipated and will last longer…

A very strong quarter, especially after APP’s results last night. Assuming non-Unity Vector revenue was $60m in Q2, Unity Vector grew 23% Q/Q, which also implies the guide, on the high end, for Unity Vector…

We are updating our model following Q2 FY26 report. Our price target and rating remain unchanged. We currently expect RDDT to report the following results: Q3 FY26: Average Daily Uniques (DAUq) of 133m; $824m in…

Financial metrics look very strong again, but there is somewhat cautious language in the Shareholder Letter about “choppy” search referrals and traffic getting “more volatile” at the end of the quarter. This combination suggests Q2…