Jun. 18 at 11:06 AM
Never thought i'd see this stock crash so hard
$TTD
THey sit in the middle of every programmatic ad dollar on the internet
upstream they pull inventory from every publisher and content platform, display, video, CTV, mobile, social.
$PUBM is in there too as a direct supply partner
the AI and data layer is what makes it sticky. advertisers aren't just buying ads, they're buying targeting and optimization that gets smarter over time
two holding companies alone already account for ~30% of revenue, and they're locked in via Master Services Agreements
the more ad spend shifts to CTV and programmatic, the more money flows through
$TTD