The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke

Aug 3, 2025
Explore the transformative role of The Trade Desk in programmatic advertising, highlighting its position as a trusted platform amid industry giants. Delve into the Open Path Initiative, which seeks to connect advertisers directly with publishers for better efficiency. Discover the significance of UID2 as a replacement for third-party cookies in enhancing user privacy and ad effectiveness. Unpack the shifts in the digital advertising landscape, especially as Google faces regulatory scrutiny, presenting an opportunity for The Trade Desk to thrive.
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INSIGHT

Trade Desk's Unique Neutral Position

  • The Trade Desk acts solely as a neutral broker for advertisers, unlike Google and Amazon which also control their own ad inventories.
  • This neutrality helps Trade Desk avoid conflicts of interest and focuses on getting the best value for ad buyers.
INSIGHT

Programmatic Advertising Explained

  • Programmatic advertising automates ad buying via real-time auctions across many platforms.
  • The Trade Desk provides transparency and detailed analytics helping advertisers optimize ad spend effectively.
INSIGHT

OpenPath Cuts Advertising Middlemen

  • Trade Desk's OpenPath connects advertisers directly with publishers, cutting out costly middlemen.
  • This could expand Trade Desk's margins if enough publishers adopt the technology.
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