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A Bull Case for Walmart
Motley Fool Money
Retail Media Advertising: A Stealth Business Opportunity
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The revenue that we generate through our usage based business model is significantly higher with the video ad impressions. The second area to call out is supply path optimization or SPO. This has been a long term growth driver for us, something we've been pioneering over the last four to five years. We see it as really at about a $15 billion market opportunity. It's growing in the mid 20s percentage range. And we think we have a lot to offer in this space, given that we focus on high performance and using at scale at being very efficient from a transaction perspective.
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