The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
Monday, November 9, 2026
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From X
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom.
Charles Frischer on X
$NN Claiming that this will hurt NN's chances for an NPRM are just silly, not based upon the facts and fear mongering by a short focuses analyst. In think it is clear that the FCC sees the 900 Mhz band as important spectrum and is setting fair rules for all participants.
Charles Frischer on X
$NN I would like to see the company come out in full support of this NPRM. I think they would send the message this is good for NN, the country and consumers. Patience is being required but will be rewarded at the end of the process.
Charles Frischer on X
$NN While there have been delays in approval, the value of the spectrum continues to rise everyday. NN owns a valuable asset and shareholders should likely be very happy at the end of the process.
Charles Frischer on X
$NN The FCC yesterday issued an NPRM to allow Part 15 devices to use the 900 Mhz band in space. Capstone claims this is bad news for NN. I think this is actually great news for NN. The FCC is looking to have an active 900 MHz band, including the NN spectrum.
Charles Frischer on X
$NN I suggest folks read the NPRM. It provides the same protections to Part 15 as they already have for terrestrial spectrum, no more, no less. NN is absolutely confident through the testing done to date that we don't create harmful interference. And we won't with satellite uses.
Charles Frischer on X
@sScCrRaAbBLLeE @snack8812 $NN Dell, I am still long and strong on NN. Clearly I wish we had made the blog this week, but I think we are still a priority of the FCC. Based upon what I know right now, I think we should be on the blog in the next month or two. I agree it has taken longer than we would like.
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All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- FCL Capital October 2026 INTR $1.8BRSGN $881M
- Protean Funds October 2026 AAK $4.8BVIMGF $2.3B
- Horizon Kinetics 3rd Quarter 2026 LB $5.1B
- NS Partners third quarter 2026 LZRFY $6B
- Invesco — Small Cap Value Fund Q3 2026 ITGR $4.3BKNCRF $7.6B
- Arisaig Partners September 2026 CHA $2.4BJBFCY $2.8B
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