For much of the past decade, digital advertising has been dominated by two companies: Google and Facebook. These two titans each had billions of users that allowed them to command the vast majority share of a market that was approaching nearly half a trillion dollars globally.
Yet these two thoroughbreds have both now changed names (now Alphabet (Nasdaq: GOOGL) and Meta Platforms (Nasdaq: META)) and are expanding into new opportunities (cloud computing and the Metaverse). As the digital ad market matures, it's giving new entrants an opportunity to introduce innovative new solutions. Perhaps these 'walled gardens' aren't as high as they used to be, and that gives an opportunity for investors to profit from the industry's changes.
In today's 7investing podcast, 7investing CEO Simon Erickson chats with Brad Freeman about the changes taking place in digital advertising. Brad is a huge fan of The Trade Desk (Nasdaq: TTD), who is capitalizing on the market's shift to a more privacy-centric and open internet. The two also discuss why changes in technology have negatively impacted Snap(NYSE: SNAP) and ROKU (Nasdaq: ROKU), and why larger publishers like Netflix (Nasdaq: NFLX) and Disney(NYSE: DIS) are suddenly becoming interested in ad-supported subscriptions.
In the second segment, Brad also shares his thoughts on Upstart Holdings (Nasdaq: UPST) and SOFI Holdings (Nasdaq: SOFI). These are two financial services companies who have been negatively impacted by the short-term macro, but are developing innovative platforms that might break late as the race marches onward.
Publicly-traded companies mentioned in this interview include Alphabet, Apple, Disney, Meta Platforms, Netflix, ROKU, Snap, SOFI Holdings, The Trade Desk, and Upstart Holdings. 7investing’s advisors or its guests may have positions in the companies mentioned.
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