Investors rewarded prematurely heading into earnings on January 22, but it ended up being a disappointment. Revenue and EPS both beat consensus, but it wasn't enough to lift the mood. Revenue came in at $13.67 billion vs. the $13.39 consensus. Non-GAAP EPS came in at $0.15 vs. the $0.08 consensus. What disappointed the market was the Q1 guidance, with Intel expecting $11.7-12.7 billion. The midpoint of $12.2 billion came in below $12.53 billion expected.
Here's the thing about The Trade Desk's upcoming report: the numbers almost don't matter. I mean, they do -- analysts want roughly $841 million in revenue (up from $749 million) and $0.34 per share in earnings (down from $0.59). Management guided for revenue of at least $840 million. But this stock fell after strong reports all 2025 long. The market is in a mood, and even solid numbers are no guarantee of a bullish Street reaction.