The Big Story The Trade Desk Miss That Shook Ad Tech
Feb 20, 2025
James Herscher, an AdExchanger journalist with deep insights into the ad tech landscape, discusses the ramifications of The Trade Desk's recent earnings miss. He highlights how this event has rattled the digital marketing world and its impact on stock performance. The conversation also touches on the rivalry between major players like Amazon and Google, and the challenges facing platforms like Reddit due to algorithm changes. Herscher explores how companies are adapting to AI and data privacy concerns while striving for effective audience targeting.
AI Snips
Chapters
Transcript
Episode notes
Trade Desk's First Miss
- The Trade Desk, an ad tech company, experienced its first earnings miss, causing a significant stock decline.
- This event garnered attention and sparked discussions within the ad tech industry.
Somber Earnings Call
- During the earnings call, the Trade Desk's CEO and CFO expressed remorse for missing their numbers.
- James Herscher noted their tone suggested a somber atmosphere.
Ripple Effect on Ad Tech
- The Trade Desk's earnings miss impacted other public ad tech companies.
- Their stock prices also declined, indicating the Trade Desk's influence on the sector.