The trade desk is on the demand side of the digital advertising platforms and Pubmatic is on the supplier side. They just weren't generating as much pricing power as we might have thought, he says. So it just feels at the moment, DEDRA like wasted money and doesn't really fit the narrative,. He adds: "I don't have strong objections to what the trade desk is doing here"
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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