Podcasts about The Trade Desk

American technology company

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Best podcasts about The Trade Desk

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Latest podcast episodes about The Trade Desk

The Digiday Podcast
Ferrero's Danielle Sporkin breaks down the reality behind retail media's full-funnel promise

The Digiday Podcast

Play Episode Listen Later Sep 16, 2025 41:59


Retail media networks have been striking deals and inking partnerships with social and streaming platforms to open up ad inventory across the internet. It's a push to get advertisers to see RMNs as full funnel marketing channels as opposed to a search and display one trick pony. Now, if advertisers like Ferrero see it as such, that's still up for debate (18:29). Also on this episode, why Paramount Skydance is eyeing a bid for Warner Bros Discovery (3:18), what the Amazon and Netflix DSP deal could mean for The Trade Desk (8:47) and inside the FTC's latest big tech probe (14:30).

Mastering Metail
This Month Above the Fold w/ Patrick Miller – Walmart x The Trade Desk, The end of the De Minimis Tax Exemption, & Agentic AI

Mastering Metail

Play Episode Listen Later Sep 10, 2025 18:58


In this episode, Emma and Patrick break down Walmart ending its exclusive partnership with The Trade Desk and explore what that means for DSPs and advertisers. Next, they tackle the end of the de minimis tax exemption, unpacking the impact for global marketplaces, sellers, and small businesses. Finally, they debate whether agentic AI is truly the future of commerce or just the latest tech mirage.

Strategy with Jason
Automotive Consumer Trends & Analysis | Experian Auto Insights Podcast - Episode 4

Strategy with Jason

Play Episode Listen Later Sep 10, 2025 37:27


Welcome to the Experian Auto Insights podcast — where we unpack key insights from Experian's Quarterly Automotive Trends Reports. In this episode, Kirsten Von Busch, Jennifer Ng and I explore trends in SUV registrations, automotive consumer lifestyle segmentation, insights from The Trade Desk and so much more! Get Experian's Quarterly Automotive Trends Reports here: https://www.experian.com/automotive/auto-quarterly-trends Kirsten Von Busch: Kirsten.VonBusch@experian.com Jennifer Ng: jennifer.ng@thetradedesk.com #automotive #automotiveindustry #automotivesoftware #dealership #dealerships #dealersolutions #strategy️ #data #automotivedata #automotivemarketing #experian

World of DaaS
Gokul Rajaram of Marathon - How AI Will Reinvent Ad Platforms

World of DaaS

Play Episode Listen Later Sep 9, 2025 48:12


Gokul Rajaram is a founding partner at Marathon Management Partners and former product leader who helped build Google AdSense and Facebook's advertising platform. He serves on the boards of Pinterest, Coinbase, and The Trade Desk, and previously led product teams at Square and DoorDash.In this episode of World of DaaS, Gokul and Auren discuss:Building massive advertising platforms at Google and FacebookHow AI is transforming content recommendations and adsThe transition from operator to venture investorWhy founder mode debates miss the nuance of leadershipLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Gokul Rajaram on X at @gokulr.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

The Bend
Can Crops Affect Weather? Plus PRCA Standings, and Outdoors & Western Lifestyle News

The Bend

Play Episode Listen Later Sep 6, 2025 27:00


Can crops change the weather? We've done the myth busting, learn the truth. Plus, PRCA standings heat up - we talk Rodeo, share how a rancher raises Old Glory sky-high, and fishing records are about to be broken again! Join radio hosts Rebecca Wanner aka ‘BEC' and Jeff ‘Tigger' Erhardt (Tigger & BEC) with the latest in Outdoors & Western Lifestyle News! Season 5, Episode 253 Can Crops Affect the Weather? Chief Meteorologist Kenny Miller Explains When it comes to agriculture, we usually think about how weather affects crops — but what if the reverse is true? Can crops actually influence the weather? According to KX News Chief Meteorologist Kenny Miller, who has extensive experience in forecasting for agriculture and commodity trading, the answer is yes — in certain ways. “Large-scale crops can change local climate conditions through evapotranspiration,” says Miller. “That's the process where plants release moisture back into the atmosphere, which can lead to cooler temperatures and increased local humidity.” This matters not only for farmers, but also for agriculture professionals and commodity traders who rely on precise, short-term forecasts during critical planting and harvest windows. Kenny emphasizes that the impact is regional, not global — but in key ag zones, it can shape everything from yield timing to market behavior. PRCA Standings: Countdown to the 2025 Wrangler NFR As we approach the PRCA regular season deadline on September 30, 2025, the tension is building across the rodeo world. Cowboys and cowgirls across the country are laser-focused on making the Top 15 in their events to qualify for the Wrangler National Finals Rodeo (NFR) this December. Current PRCA Standings Here are the PRCA Rankings & Standings as of September 2, 2025. Stetson Wright, Beaver, Utah: All-Around Earnings: $391,000 plus. After the 8x World Champion sustained injuries at the 2023 NFR, sidelined during the 2024 rodeo season, he has made a runaway comeback for the coveted 2025 Wrangler NFR All-Around Champion. Events: #1 in Bull Riding, #9 in Saddle Bronc. Rocker Steiner, Weatherford, TX: World bareback riding leader with $243,000 plus with the closest contender being Bradlee Miller of Huntsville, TX and Jess Pope of Waverly, KS riding neck in neck with just a $1,000 year earnings in difference fighting for that 2nd place title. Ryder Wright, Beaver Utah: Saddle Bronc Earnings: $273,000 plus. Saddle Bronc this year is a tighter event. The top 12 in the world fighting for their seat in the winners circle have all earned well over $150,000… This includes well known names such as Damian Brennen in 2nd with Dawson Hay right behind, Brody Wells, and Zeke Thurston all over $200,000 in 2025 earnings. Following not far behind are Ryder Wright's brothers…  Statler Wright sitting in 6th, and Stetson Wright in 9th. And a shoutout to a friend of the show, Melstone, Montana cowboy Sage Newman, is right up there too sitting in 6th. Will Lummus, Byhalia, Missouri: Steer Wrestling leader with $161,000 in earnings. Tanner Tomlinson, Mineral Wells, Texas is the current world leader Team Roping Header with $153,000 plus, however it's a TIGHT race as a household favorite here Derrick Begay of Arizona is just $3,000 behind in earnings. Remember last year during the 2024 Wrangler NFR when Derrick Begay borrowed his well-known mule, John Henry, to saddle bronc favorite Zeke Thurston to ride in the first two Grand Entry parades! Levi Lord, Sturgis, South Dakota is the current world leader Team Roping Heeler with $155,000 plus. This 4x NFR qualifier is making sure the world knows there's more to Sturgis, South Dakota than just a HUGE motorcycle rally. Riley Webb, Denton, Texas is the current world leader Tie-Down Roping with $264,000 in earnings. Not a bad place to be after 2024 being his WNFR debut. Chasing him is 6x qualifier Shad Mayfield sitting with over $237,000. Cole Patterson, Pawnee, OK is currently leading world standings in Steer Roping with over $92,000. Kassie Mowry, Dublin, Texas is the world barrel racing leader at $202,000 plus in earnings. The top three looking to make this a race to watch just like in 2024 also include Texas stars Brittany Pozzi Tonozzi and Hailey Kinsel. But don't leave out the legend Lisa Lockhart as she's sitting 10th and this cowgirl knows the grind, and how to move mountains. That's just a quick snapshot of current standings as we look forward towards the Wrangler National Finals Rodeo (NFR) this December. Dates for Wrangler Finals National Rodeo: December 4 - December 13, 2025 Location: Thomas & Mack Center in Las Vegas, Nevada Reference: https://www.prorodeo.com/standings?eventType=AA&standingType=world&id=&circuitId=&year=2025 Outdoors & Western Lifestyle News 78-Year-Old Rancher Climbs 130-Foot Flagpole to Keep Old Glory Flying High When a storm took down the ropes on a 130-foot flagpole in Star Valley, Wyoming — most folks would've called it a job for the young and fearless. But not Darcel Hulse. At 78 years old, the rancher grabbed his gear, called a crane, and went straight up to fix it himself. That's because flying the American flag isn't just tradition on his Salt River Ranch — it's a statement. Hulse proudly flies a 1,500-square-foot flag from the highest point on his property, and when it needed replacing, he wasn't about to sit it out. Recently in a Cowboy State Daily interview, Darcel Hulce joked, 'I'm an old guy, but I'm not afraid of heights.” And judging by the 1.4 million views on his daughter's video of the flag-raising, the country loves him for it. The massive flag — 50 by 30 feet — has become a beloved landmark in Star Valley. Locals call it “our flag,” and when it was temporarily down, the phones lit up. Everyone wanted to know when Old Glory would be back. For Hulse, raising that flag is about more than patriotism. It's about values, family, and returning to his Western roots. And while he hopes that new rope holds strong for a while — you can bet that if it doesn't, he'll be right back up there making sure that star-spangled banner keeps waving high. Reference: https://cowboystatedaily.com/2025/08/31/78-year-old-rancher-scales-130-foot-flagpole-to-fly-massive-american-flag-over-star-valley/  Alaska Bans Invasive Berry Trees to Protect Native Forests and Wildlife A major move from Alaska officials this week — the state has officially banned two popular but destructive trees: the mayday tree and the chokecherry. These fast-growing ornamentals were once a garden favorite, but they've turned into a serious threat to Alaska's natural landscape. The ban — now statewide — blocks the import, transport, or sale of these trees, which have overrun native birch and spruce forests, especially around Anchorage and Fairbanks. They may look pretty, but they're wreaking havoc under the surface. Their berries? Toxic to moose. Their roots? So tough, new trees grow right out of the stumps. And now, they're even spreading a nasty fungal disease known as Black Knot. Not exactly the kind of greenery you want in your backyard. The good news? Officials are working hard to remove them and replace them with native trees, and this new ban is a big step forward. As Division of Agriculture Director Bryan Scoresby puts it: ‘With this quarantine, the flow of trees into Alaska will stop, making the goal of elimination more attainable.' So next time you're planting something new, remember — going native helps keep eco-systems wild, balanced, and beautiful. Check your state on plants that have landed on the Noxious or Invasive list by reaching out to your local extension agent. Reference: https://alaskabeacon.com/briefs/alaska-officials-impose-statewide-ban-on-invasive-berry-producing-trees/ Swordfish That ‘Looked Like a Dinosaur' Could Shatter Alabama Record An Alabama fishing trip turned legendary when Robert Fritze and his crew caught a massive 550.3-pound swordfish—over 100 pounds heavier than the current state record. The catch happened in the early morning hours of August 15, after the crew set out from Orange Beach Marina aboard the Trade Desk. Originally aiming for marlin, the six-man crew fished near deep-water oil rigs, dropping a squid bait setup hundreds of feet down overnight. Around 4 a.m., Robert noticed the reel clicking and jumped into the fighting chair for what became a four-and-a-half-hour battle. The swordfish fought hard and deep before finally surfacing—stunning the crew with its dinosaur-like appearance. Once landed, the fish was so big it filled the entire deck, forcing the crew to end their trip early. The swordfish measured 150 inches long with a 62-inch girth and is expected to break Alabama's current record of 448 pounds, pending official approval. Now my question is - Where does one find the wall space to hang a mount that big?! Reference:  https://www.outdoorlife.com/fishing/alabama-possible-record-swordfish/ OUTDOORS FIELD REPORTS & COMMENTS We want to hear from you! If you have any questions, comments, or stories to share about bighorn sheep, outdoor adventures, or wildlife conservation, don't hesitate to reach out. Call or text us at 305-900-BEND (305-900-2363), or send an email to BendRadioShow@gmail.com. Stay connected by following us on social media at Facebook/Instagram @thebendshow or by subscribing to The Bend Show on YouTube. Visit our website at TheBendShow.com for more exciting content and updates! https://thebendshow.com/ https://www.facebook.com/thebendshow WESTERN LIFESTYLE & THE OUTDOORS Jeff ‘Tigger' Erhardt & Rebecca ‘BEC' Wanner are passionate news broadcasters who represent the working ranch world, rodeo, and the Western way of life. They are also staunch advocates for the outdoors and wildlife conservation. As outdoorsmen themselves, Tigger and BEC provide valuable insight and education to hunters, adventurers, ranchers, and anyone interested in agriculture and conservation. With a shared love for the outdoors, Tigger & BEC are committed to bringing high-quality beef and wild game from the field to your table. They understand the importance of sharing meals with family, cooking the fruits of your labor, and making memories in the great outdoors. Through their work, they aim to educate and inspire those who appreciate God's Country and life on the land. United by a common mission, Tigger & BEC offer a glimpse into the life beyond the beaten path and down dirt roads. They're here to share knowledge, answer your questions, and join you in your own success story. Adventure awaits around the bend. With The Outdoors, the Western Heritage, Rural America, and Wildlife Conservation at the forefront, Tigger and BEC live this lifestyle every day. To learn more about Tigger & BEC's journey and their passion for the outdoors, visit TiggerandBEC.com. https://tiggerandbec.com/

Inside The Stream
The Trade Desk's SVP of Ventura TV OS Interview Debrief

Inside The Stream

Play Episode Listen Later Sep 5, 2025 33:08


Can The Trade Desk's Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.

The MM+M Podcast
HCP marketing in an omnichannel world, a podcast sponsored by Swoop

The MM+M Podcast

Play Episode Listen Later Sep 3, 2025 17:26


Explore the latest trends in HCP content consumption and how pharma marketers can adapt their strategies to reach their target audience effectively with The Trade Desk's senior director of business development Lindsay Reardon and Swoop's VP of client success Kevin Elwell. They will share research insights into how HCPs engage online, highlighting the growing importance of CTV and audio channels, how a data-driven approach can break down silos between HCP and DTC campaigns and how to elevate patient and HCP engagement strategies. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.

The VentureFizz Podcast
riverside_brian_& keith magic episode _ aug 22, 2025_keith_cline's studio

The VentureFizz Podcast

Play Episode Listen Later Sep 2, 2025 66:59


Episode 394 of The VentureFizz Podcast features Brian Stempeck, CEO & Co-Founder of Evertune. Think about how people search for things on the web now and GenAI's massive impact. A lot of people just go straight to different platforms like ChatGPT with the goal of just getting the answer to what they are searching for versus having to go to a website to find the details. This evolution matters and it matters a lot, especially if you are a brand or publisher. In the past, you had to worry about SEO to hopefully rank high in the Google search results. Now, the rules have changed and companies are trying to figure out what to do. Is your brand being mentioned in the LLMs? If so, what is being said? And if you ask multiple times, how does the response vary from the LLMs versus the consistency of the search results that you would get from Google. It's a wild wild west and this was the void that Brian recognized and led him down the path of starting Evertune, which helps companies build its brand presence for visibility in AI search. It's a category called GEO that being Generative Engine Optimization. The company recently announced a $15M Series A funding, led by Felicis Ventures, including returning investors Eniac Ventures, NextView Ventures, Roger Ehrenberg and others. In this episode of our podcast, we cover: * A discussion around the shift in consumer behavior and how they are looking for information in the world of GenAI. * Brian's background and getting his career started as a journalist and then working in consulting at Bain after business school. * How he got involved in The Trade Desk as employee #8 even without adtech or sales experience. * The full lifecycle story of The Trade Desk to an IPO in 2016 and how they differentiated from the competition. * How Brian's role evolved through the years at the company and how he gained a board seat. * His biggest lessons learned from his experience at The Trade Desk. * The background story of Evertune and what led him and his co-founders down the path of starting the company. * All the details of Evertune and how they are helping brands and agencies. * Advice for building out your GTM strategy and a key piece of advice for hiring salespeople. * And so much more!

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Schlechte Stimmung bei Chip-Aktien” - Adyen unterschätzt? Trumps Abschiebungen.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Sep 1, 2025 13:22


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden.Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen.Der Kalender zum Podcast? Jetzt kaufen. August war gut für Intel und schlecht für Trade Desk. Freitag war gut für Rüstung. Schlecht für Chips. Der Grund: Marvell und Dell haben enttäuscht. Huawei und Alibaba haben geliefert. Außerdem: Pepsi kauft bei Celsius zu & Trumps Zölle sind vielleicht illegal. Adyen (WKN: A2JNF4) ist eine der erfolgreichsten Tech-Firmen Europas und fliegt trotzdem oft unterm Radar. Aber was macht die Firma eigentlich? Wir klären auf. An der Börse kann man nicht nur Rendite machen, sondern auch über die Welt lernen. Bestes Beispiel: Global Crossing Airlines (WKN: A3CSP0). Diesen Podcast vom 01.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Marketecture: Get Smart. Fast.
Episode 137: The big debate around Transaction IDs with Chris Kane and Mike O'Sullivan

Marketecture: Get Smart. Fast.

Play Episode Listen Later Aug 29, 2025 72:31


In this episode, Ari Paparo moderates a debate about the role of transaction IDs in the ad tech industry with Mike O'Sullivan, co-founder of Sincera and now part of The Trade Desk, and Chris Kane, founder of Jounce Media. The conversation covers the benefits and drawbacks of transaction IDs, publisher concerns about revenue and data privacy, and the influence of the Trade Desk. The episode also looks into the complexities of auction duplication and the need for transparency and standardization in digital advertising. In The Refresh, Ari and Eric Franchi discuss related topics, including CTV pause ads, AI payment models, and Amazon's decision to block AI bots from scraping data. Takeaways Transaction IDs help harmonize ad requests and improve auction processes. Publishers express concerns about potential revenue loss and data privacy. The Trade Desk's influence is a point of concern for many publishers. Request duplication presents a significant challenge in ad tech. Engaging with buyers is crucial for publishers to understand market needs. Recent pre-bid changes have limited publishers' strategic options. Cleaner auctions can benefit both buyers and sellers. Transparency is vital for fair competition in the ad market. Publishers should seek clarity on how their inventory is presented. Standardization is needed for better performance in the ad tech ecosystem. Chapters 00:00 Introduction to Transaction IDs 02:15 Understanding Transaction IDs and Their Controversy 05:15 Publisher Concerns and Revenue Implications 09:01 The Impact of Request Duplication 14:35 Practical Uses of Transaction IDs for DSPs 18:46 The Future of Transaction IDs in Ad Tech 19:22 The Pre-Bid Controversy 20:53 Skepticism in the Market 25:11 Fear of Trade Desk's Power 30:12 Navigating Publisher Concerns 35:03 Advice for Publishers Moving Forward Learn more about your ad choices. Visit megaphone.fm/adchoices

Sounds Profitable: Adtech Applied
Swift Podcast Sets Record, Trade Desk Redefines SSP, & More

Sounds Profitable: Adtech Applied

Play Episode Listen Later Aug 27, 2025 5:57


Today in the business of podcasting: The Trade Desk redefines SSPs as resellers, an interview with Ozen.fm co-founder Rodrigo Tigre, Taylor Swift set a Guinness World Record with her podcast album debut, and an interview with Casuals host Katie Nolan.Find links to every article covered by heading to the Download section of SoundsProfitable.com, or by clicking here to go directly to today's installment.

I Hear Things
Swift Podcast Sets Record, Trade Desk Redefines SSP, & More

I Hear Things

Play Episode Listen Later Aug 27, 2025 5:57


Today in the business of podcasting: The Trade Desk redefines SSPs as resellers, an interview with Ozen.fm co-founder Rodrigo Tigre, Taylor Swift set a Guinness World Record with her podcast album debut, and an interview with Casuals host Katie Nolan.Find links to every article covered by heading to the Download section of SoundsProfitable.com, or by clicking here to go directly to today's installment.

AdTechGod Pod
Ep. 94 First-Party Data, Retail Media, and Resilience with Elizabeth Donovan

AdTechGod Pod

Play Episode Listen Later Aug 26, 2025 33:46


In this episode of the AdTechGod pod, Elizabeth Donovan, SVP Global Head of Commerce and Retail Media Networks at Kinesso/Acxiom/IPG , shares her journey into the retail media space, discussing her experiences at Marriott Media Networks and AccuWeather. She emphasizes the importance of first-party data, the transformation in retail media, and the challenges she faced as a woman in a predominantly male industry. Elizabeth also highlights the significance of work-life balance and her aspirations for the next generation in the advertising industry. Takeaways Elizabeth Donovan has a rich background in retail media, having worked at Marriott Media Networks and AccuWeather. She emphasizes the importance of first-party data in enhancing customer experiences. Kineso positions itself as a leader in retail and commerce networks, focusing on data-driven strategies. The retail media landscape is rapidly evolving, with a focus on personalization and customer engagement. Elizabeth believes in meeting clients where they are in their retail media journey. She highlights the importance of collaboration and support within the industry, especially for women. Work-life balance is crucial, and Elizabeth dedicates time to self-care amidst her busy schedule. She encourages the next generation to pursue their passions, regardless of industry. Elizabeth's journey reflects the challenges and triumphs of women in leadership roles in ad tech. The conversation underscores the need for continuous learning and adaptation in the fast-paced advertising landscape. Chapters 00:00 Introduction to Retail Media Expertise 01:08 Elizabeth's Journey into Retail Media 04:44 Kineso's Positioning in the Market 07:07 Transformation in Retail Media 09:52 The Role of First-Party Data 14:02 Challenges and Triumphs as a Woman in Ad Tech 19:06 Balancing Work and Personal Life 22:14 Future Aspirations for the Next Generation On Today's The Refresh News: Walmart, Google, and the Shifting Ad Market The Refresh breaks down three of the week's biggest stories in advertising: Walmart opening up its relationship with The Trade Desk, Google's use of advanced AI to combat ad fraud, and a recap of Upfront ad commitments that reveal the growing dominance of streaming. The conversation touches on the challenges facing independent DSPs, how advertisers continue to chase performance-driven platforms, and why streaming continues to pull dollars away from broadcast and cable. 5 Key Highlights: Walmart and The Trade Desk's partnership, once exclusive, is now open—raising questions about Walmart's long-term retail media strategy. The Trade Desk faces pressure from big tech platforms like Amazon and Google, who offer first-party data and vertically integrated capabilities independent DSPs can't match. Google has been quietly using multimodal large language models to reduce invalid traffic, achieving a reported 40% drop in mobile ad fraud. Variety reports that primetime TV ad commitments declined again in 2025, while streaming saw nearly an 18% increase in ad spend. Advertisers are chasing targeted audiences and programmatic opportunities in streaming, while networks push premium primetime content—including live sports—onto digital platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Inside The Stream
Interview with The Trade Desk's SVP of Ventura TV OS

Inside The Stream

Play Episode Listen Later Aug 22, 2025 39:22


The Trade Desk's SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura's competitive positioning and advantages, key challenges, and goals.

The Digiday Podcast
Retail Media Godmother Kristi Argyilan: "It's going to be a reset"

The Digiday Podcast

Play Episode Listen Later Aug 19, 2025 50:47


On this week's episode, AI startup Perplexity puts in its bid to buy Google Chrome and The Trade Desk loses exclusivity with Walmart DSP, signaling another tough loss for the tech titan. Then (19:00), Uber's global head of ads Kristi Argyilan shares how she got her job, and why her career path may no longer be replicable.

AdTechGod Pod
The Refresh News: August 18 Walmart–Trade Desk Shift, Google's AI Ad Fraud Push, and Upfronts 2025 Numbers

AdTechGod Pod

Play Episode Listen Later Aug 18, 2025 10:27


This week's episode of The Refresh dives into Walmart's evolving partnership with The Trade Desk, signaling potential changes in retail media alliances. We explore Google's use of large language models to combat ad fraud, achieving significant reductions in invalid traffic. Finally, we break down Variety's latest upfronts report, showing a continued decline in primetime TV ad commitments and notable growth in streaming investment. This week we cover: Walmart and The Trade Desk's relationship is moving from exclusive to open, raising questions about Walmart's retail data strategy and potential in-house platform development. The Trade Desk faces growing competition from vertically integrated giants like Amazon, Google, and Meta, which benefit from owned inventory and rich first-party data. Google's traffic quality team, in collaboration with Google Research and DeepMind, deployed large language models to detect and reduce mobile invalid traffic by 40%. Variety reports primetime TV ad commitments fell for the third consecutive year, with broadcast down 2.5% and cable down 4.3%. Streaming ad commitments surged nearly 18% year over year, driven by advanced targeting, programmatic buying opportunities, and high-value live sports content moving to digital platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Information's 411
How AI “Thinks”, Amazon vs Trade Desk AdTech, xAI's Talent Pool, and Robotics | Aug 15, 2025

The Information's 411

Play Episode Listen Later Aug 15, 2025 37:48


Kathy Perloff, Theo Wayt, and Shweta Khajuria talk with TITV Host Akash Pasricha about the ad tech rivalry between Amazon and The Trade Desk. We also talk with Theo Wayt about Elon Musk's xAI and its unique talent pool, Jake Loosararian, CEO of Gecko Robotics, explains how his company's robots are used across different sectors, and Lin Qiao, CEO of Fireworks AI, details how her company helps application developers with quality, speed, and cost for their AI products.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information.Sign up for the AI Agenda newsletter

Marketecture: Get Smart. Fast.
Episode 135: Scott Howe from LiveRamp and The Trade Desk's very bad week

Marketecture: Get Smart. Fast.

Play Episode Listen Later Aug 15, 2025 54:49


Ari Paparo and Eric Franchi sit down with Scott Howe, CEO of LiveRamp, for an open conversation about how the ad tech world is changing. They talk about LiveRamp's shift from simply “data onboarding” to helping companies work together securely, how AI gets a real boost when you feed it the right kind of data, and what's actually happening now that cookies are fading away. Scott also shares real-world stories, from loyalty programs to connected TV, that show why smart collaboration might be the best way to stand out against the biggest players. Takeaways LiveRamp has moved from moving data around to helping partners actually use it together AI works best when powered by private, permissioned data instead of just public information Cookies are losing importance, and direct, authenticated connections are taking the lead Mid-sized players with unique data can compete more effectively with walled gardens The industry needs clear, open standards for sharing data to avoid repeating past mistakes Chapters 00:00 – Catching Up and News of the Week: Streaming deals, TTD updates, and AI chatter 02:34 – What LiveRamp Is Now: From onboarding to true collaboration 03:40 – AI's Data Diet: Why proprietary signals matter most 05:20 – Clean Rooms in Action: A snack brand, a retailer, and a social platform walk into a campaign 06:55 – Life After Cookies: Authenticated reach is already ahead 09:26 – Hedged Gardens: Where smaller but mighty players fit in 13:31 – The UCP Idea: Building shared rules for sharing data Learn more about your ad choices. Visit megaphone.fm/adchoices

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Foxconn - unterschätzter KI-Profiteur” - HelloFresh, Birkenstock & Thule will wachsen

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 15, 2025 14:00


Jeden Tag eine geile Börsengeschichte. Historische Anekdoten. Investmentweisheiten. Business-Wissen. Hier gibt's den “Ohne Aktien Wird Schwer”-Kalender. HelloFresh, Thyssenkrupp, Tapestry & Deere leiden. RWE, Birkenstock und Douglas sind stabil. Trade Desk droht Walmart-Schock. dLocal boomt. Adyen schwankt. Miami International ist Börse und geht an Börse. Intel steigt dank Trump. Thule (WKN: A12FTD) hat teure Dachboxen. Aber auch viel mehr. Das soll jetzt die Börse verstehen. Foxconn (WKN: A2N7M5) macht das erste Mal mehr Umsatz mit KI als mit iPhones. Was geht bei der Bewertung noch? Diesen Podcast vom 15.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

CNBC's
Markets Digest Latest Inflation Read… And Trade Desk Turmoil Deepens 8/14/25

CNBC's "Fast Money"

Play Episode Listen Later Aug 14, 2025 43:44


Yields spiking as markets digested this morning's hot inflation data. How our traders are navigating the market's reaction, and what the PPI report means for the Federal Reserve's next rate move. Plus Trade Desk shares taking another big blow on reports that Walmart is changing up its advertising strategy. What it means for the company's business, and what one analyst sees in store for the ad space.Fast Money Disclaimer

The Big Story
When The Trade Desk Dips, Ad Tech Drops

The Big Story

Play Episode Listen Later Aug 14, 2025 35:55


The Trade Desk has won the battle for supremacy on the open internet, says Needham & Company's Laura Martin. But it might just be losing the war for the future of the web to walled gardens and AI search.

The MadTech Podcast
MadTech Daily: WPP Profit Falls as Ad Market Slows; Lawmakers Urge Meta to Remove Instagram Map

The MadTech Podcast

Play Episode Listen Later Aug 12, 2025 2:30


In today's MadTech Daily, we cover WPP's profit falling 71% as the ad market slows, The Trade Desk shares dropping after its Q2 revenue is revealed, lawmakers urging Meta to remove Instagram map, and Havas launching AI tool to track brand visibility.

Alles auf Aktien
Reiche Kinder dank ETF-Sparen und die besten SpaceX-Alternativen

Alles auf Aktien

Play Episode Listen Later Aug 11, 2025 22:08


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über enttäuschende Zahlen bei Münchener Rück, einen KI-Schocker von C3 AI und eine der besten Aktien auf dem deutschen Kurszettel. Außerdem geht es um Nordex, Nvidia, AMD, Gilead Sciences, The Trade Desk, Firefly Airospace, Rocket Lab US, Vaneck Space Innovators (WKN: A3DP9J), ARK Space Exploration & Innovation ETF (WKN: A3CUNY), Allianz, Apple, Berkshire Hathaway, Tesla, Rheinmetall. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Trade Desk 39% Crash - zu Recht?” - Munich Re, Softbank, Apple-Deal & Airline-KI

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 11, 2025 13:53


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Tim Cook macht geiles Investment. Münchener Rück hat Preisdruck. Twilio auch. Under Armour & Sweetgreen haben Mehrfachdruck. Softbank geht's gut. Die mögen NVIDIA und Eutelsat. Trade Desk (WKN: A2ARCV) hat ein Problem. Sind's die großen Kunden oder die großen Konkurrenten oder beides? Die Börse hat Angst. Fliegen wird immer teurer, aber nicht immer profitabler. Delta (WKN: A0MQV8) und United (WKN: A1C6TV) suchen neue Geldquellen. Diesen Podcast vom 11.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Motley Fool Money
Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here

Motley Fool Money

Play Episode Listen Later Aug 8, 2025 42:01


Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
SOTS 2nd Hour: Key Earnings Movers, NYC Comptroller Brad Lander, Plus: Paramount's New Chairman & CEO 8/8/25

Squawk on the Street

Play Episode Listen Later Aug 8, 2025 47:17


Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President's new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block's Bitcoin buys to Trade Desk's tariff warning… and a read on the health of New York City's economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who's got new numbers when it comes to returns for retirees. 

CNBC Business News Update
Market Open: Stocks Open Higher, Trade Desk Shares Plunge, Pinterest Slides

CNBC Business News Update

Play Episode Listen Later Aug 8, 2025 1:10


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jill Schneider.

CNBC Business News Update
Market Close: Stocks End Week Higher, Apple Has Best Week In 5 Years, Trade Desk Stock Tanks

CNBC Business News Update

Play Episode Listen Later Aug 8, 2025 3:02


From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jill Schneider.

Wall Street mit Markus Koch
Trade Desk bricht massiv ein | Block und Instacart fest

Wall Street mit Markus Koch

Play Episode Listen Later Aug 8, 2025 33:10


Werbung | Exklusives Angebot für unsere Hörer: Lest das Handelsblatt 12 Monate zum halben Preis: www.handelsblatt.com/sommerrabatt Der Blick richtet sich zum Wochenausklang vor allem auf die seit gestern Abend gemeldeten Ergebnisse. Akamai, Block, Gilead, Expedia, Instacart und Monster Beverage profitieren teils stärker von den soliden Ergebnissen und teils angehobenen Aussichten. Trade Desk und Sweetgreen werden nach den Zahlen vorbörslich förmlich hingerichtet, mit den Aktien von Pinterest und Microchip ebenfalls unter Druck. Die Aktien von Taiwan Semiconductor dürften von den robusten Juli-Verkaufszahlen profitieren, die über Nacht gemeldet wurden. Ein so großes Intraday-Reversal wie gestern, ist ein kurzfristig für gewöhnlich negatives Signal. In Anbetracht der nahenden Juli-Verbraucherpreise, die vor dem Opening am Dienstag gemeldet werden, könnten wir Zurückhaltung und Gewinnmitnahmen sehen. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

NY to ZH Täglich: Börse & Wirtschaft aktuell
Fest ins Wochenende | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Aug 8, 2025 18:05


Der Blick richtet sich zum Wochenausklang vor allem auf die seit gestern Abend gemeldeten Ergebnisse. Akamai, Block, Gilead, Expedia, Instacart und Monster Beverage profitieren teils stärker von den soliden Ergebnissen und teils angehobenen Aussichten. Trade Desk und Sweetgreen werden nach den Zahlen vorbörslich förmlich hingerichtet, mit den Aktien von Pinterest und Microchip ebenfalls unter Druck. Die Aktien von Taiwan Semiconductor dürften von den robusten Juli-Verkaufszahlen profitieren, die über Nacht gemeldet wurden. Ein so großes Intraday-Reversal wie gestern, ist ein kurzfristig für gewöhnlich negatives Signal. In Anbetracht der nahenden Juli-Verbraucherpreise, die vor dem Opening am Dienstag gemeldet werden, könnten wir Zurückhaltung und Gewinnmitnahmen sehen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

TD Ameritrade Network
'Cautious' Ahead of TTD Earnings: New Clients & Ad Revenue Sluggish

TD Ameritrade Network

Play Episode Listen Later Aug 7, 2025 7:29


The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future growth. Andy talks about his "mixed" view on the stock heading into earnings and explains what he wants to hear from management on the conference call.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ransquawk Rundown, Daily Podcast
Europe Market Open: Sentiment resilient to tariff threats on geopolitical optimism; BoE ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Aug 7, 2025 5:32


US President Trump said they are going to be putting a very large tariff on chips and semiconductors, which will be at approximately 100%, but added "if you're building in the US, there will be no charge."Crude futures declined yesterday amid Russia/Ukraine optimism following the discussion between the US and Russia which was said to have made progress and with President Trump intending to meet Russian President Putin as soon as next week.US President Trump said, regarding the Fed pick, that the interview process has started and it is probably down to three candidates, while he added that the two Kevins are very good, and a temporary governor is to be named in the next few days.APAC stocks traded mixed as reciprocal tariffs took effect overnight; European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Trade (Jun), Industrial Output (Jun), Swedish CPIF (Jul), French Trade Balance (Jun), US Jobless Claims, Wholesale Sales (Jun) NY Fed SCE, Atalanta Fed GDP, BoE Announcement, MPR & DMP, CNB & Banxico Announcements, Speakers including BoE's Bailey & Fed's Bostic, Supply from Spain, France & US.Earnings from Trade Desk, Eli Lilly, ConocoPhillips, Vistra Energy, Peloton, Warner Bros, DataDog, Kenvue, Siemens, Deutsche Telekom, Allianz, Merck, Henkel, Rheinmetall, Deliveroo, Serco, Maersk, Zurich Insurance & WPP.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Wall Street mit Markus Koch
Erholungsversuch | August schwierig | Tesla und Ergebnisse im Fokus

Wall Street mit Markus Koch

Play Episode Listen Later Aug 4, 2025 30:47


Wir sehen nach dem Abverkauf am Freitag eine technische Gegenbewegung. Viele Marktteilnehmer gehen allerdings davon aus, dass wir im S&P 500 einen Test der 50-Tageslinie sehen werden, die bei 6170 Punkten liegt. Wie auch Ende letzter Woche, lösten schwache Arbeitsmarktdaten zwischen Ende Juli und Anfang August 2024 ein raschen, aber temporären Rücklauf aus. Tesla tendiert nach der Ausgabe eines Zahlungspakets an Elon Musk freundlich. Berkshire Hathaway tendiert nach den Zahlen wiederum leicht freundlich. Auch wenn der Gipfel der Berichtssaison hinter uns liegt, werden diese Woche rund 100 Unternehmen im S&P 500 Ergebnisse melden. Im Fokus stehen unter anderem AMD, Airbnb, Disney, DoorDash, Eli Lilly, Microchip, Shopify, Trade Desk und Uber. Morgan Stanley empfiehlt die Aktien von Disney im Vorfeld der Zahlen an diesem Montag zum Kauf, mit einem Kursziel von $140. Die Bank of America erwartet wiederum bei DoorDash besser-als-erwartete Ergebnisse, und empfiehlt den Wert zum Kauf, mit einem Ziel $285. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

NY to ZH Täglich: Börse & Wirtschaft aktuell
Wall Street erlebt Deja Vu | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Aug 4, 2025 19:30


Wir sehen nach dem Abverkauf am Freitag eine technische Gegenbewegung. Viele Marktteilnehmer gehen allerdings davon aus, dass wir im S&P 500 einen Test der 50-Tageslinie sehen werden, die bei 6170 Punkten liegt. Wie auch Ende letzter Woche, lösten schwache Arbeitsmarktdaten zwischen Ende Juli und Anfang August 2024 ein raschen, aber temporären Rücklauf aus. Tesla tendiert nach der Ausgabe eines Zahlungspakets an Elon Musk freundlich. Berkshire Hathaway tendiert nach den Zahlen wiederum leicht freundlich. Auch wenn der Gipfel der Berichtssaison hinter uns liegt, werden diese Woche rund 100 Unternehmen im S&P 500 Ergebnisse melden. Im Fokus stehen unter anderem AMD, Airbnb, Disney, DoorDash, Eli Lilly, Microchip, Shopify, Trade Desk und Uber. Morgan Stanley empfiehlt die Aktien von Disney im Vorfeld der Zahlen an diesem Montag zum Kauf, mit einem Kursziel von $140. Die Bank of America erwartet wiederum bei DoorDash besser-als-erwartete Ergebnisse, und empfiehlt den Wert zum Kauf, mit einem Ziel $285. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Millennial Investing - The Investor’s Podcast Network
TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O'Malley & Daniel Mahnke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 3, 2025 83:48


Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on  the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google,  what they're trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - What is TTD's niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD's vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google's ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠ Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained. Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Moncler, Uber,⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠ ⁠⁠⁠Reddit,⁠⁠⁠ ⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
egtv #416 Juli 2025 Depot-Update: Novo Nordisk crasht, Trade Desk explodiert, Warner Bros. vor Aufspaltung!

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF

Play Episode Listen Later Aug 1, 2025 66:11


Juli 2025 – ein Monat der Extreme! Trotz turbulenter Märkte legt das Echtgeld.TV-Depot um über 4 % bzw. 12.810 € zu. Tobias Kramer analysiert die spannendsten Gewinner & Verlierer und zeigt, wie er auf den Crash bei Novo Nordisk, starke Quartalszahlen bei Nike und Kursexplosionen bei Warner & Trade Desk reagiert.

AdTechGod Pod
The Refresh News: July 21 - Trade Desk Makes History, NBCU Scores Big on Sports, and Delta Bets on AI Pricing

AdTechGod Pod

Play Episode Listen Later Jul 21, 2025 7:34


This week's episode of The Refresh skips the usual industry drama to spotlight three major developments in advertising and media. Host Kait walks through The Trade Desk's milestone entry into the S&P 500, NBCUniversal's record-setting upfront performance, and Delta's bold use of AI for personalized airfare pricing. From validating independent ad tech to the future of programmatic sports buys and the controversy surrounding dynamic pricing, the episode unpacks where innovation is winning, and where it's raising eyebrows. The Trade Desk Joins the S&P 500: The Trade Desk became the first pure-play ad tech company in over 20 years to join the S&P 500, a sign of its financial strength, consistent profitability, and key role in the digital advertising ecosystem. Stock Surge Following Announcement: Following news of its inclusion, The Trade Desk's stock jumped 14% on July 14. Historically, companies newly added to the index see a 13–14% gain over the next year. NBCUniversal's Best Upfront Ever: NBCU reported a 15% YoY increase in total upfront commitments, with a 45% spike tied to sports. One-third of upfront spend went to Peacock, marking its largest digital upfront to date. Programmatic Drives New Advertiser Growth: NBCU attracted more small and midsize advertisers this year, many of whom used programmatic buying. Their programmatic revenue alone reached $1 billion in this cycle. Delta's Controversial AI Pricing Rollout: Delta plans to use AI to set prices for 20% of domestic tickets by the end of 2025. While positioned as innovation, critics have raised concerns over potential bias and lack of transparency in AI-driven fare models. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
The Trade Desk Joins the S&P 500

Motley Fool Money

Play Episode Listen Later Jul 17, 2025 21:34


The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season. (00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss: - The Trade Desk inclusion in the S&P 500 - Bitcoin's all-time high amid surging institutional demand - Investors' increased appetite for zero-day options - Hidden gems on our radar Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR Host: Jon Quast Guests: Matt Frankel, Tom Gardner Engineers: Dan Boyd, Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
How Future-Ready Agencies Are Using AI to Bank an Extra $200K with Phil Parrish | Ep #815

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Jul 16, 2025 26:39


Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training We've been talking about AI on this podcast for years — not just as the next shiny tool, but as the biggest shift agencies will face this decade. Yet most agencies still haven't done more than dabble. Meanwhile, their competitors (or even their clients) are using AI to move faster, make sharper decisions, and drive results that leave everyone else scrambling to catch up. If you're still on the sidelines, you're already behind. Today's guest is clear about the game-changing role of AI in the agency world. He argues it's not just about making your shop more efficient — it's about driving better client results, delivering faster, deeper insights, and adding to your bottom line. Agencies that fail to embrace AI risk being outpaced by clients who bring it in-house or by competitors already using it to gain an edge. To stay competitive, you have to take a forward-thinking approach that uses AI to scale operations, increase client value, and keep your best people. Phil Parrish is the co-founder & President of PrograMetrix, a boutique programmatic advertising agency that also crushes it in paid search and paid social. Celebrating their 10-year anniversary this past April, Phil's team has stayed nimble, focused, and mighty — helping clients dominate their digital paid media while driving real, measurable results. He'll discuss his vision on AI, how he's using it as a multiplier, and why that are not already adapting their processes to include this technology, will be exposed. In this episode, we'll discuss: Navigating pipeline churn anxiety. Delivering quick wins with AI. Why agencies that don't adapt will get exposed. Focus on the wins, not just the tasks. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Betting on Yourself (And Getting Clients to Bet on You Too) Phil didn't stumble into agency ownership by accident, but he didn't overcomplicate it either. He built strong client relationships over the years, recognized the moment when he thought, “I can do what this company does — why not do it for myself?” and took the leap. With clients ready to follow, he launched PrograMetrix and started generating revenue quickly, sidestepping much of the risk that keeps many would-be agency owners stuck. The takeaway? If you've built trust and consistently delivered, clients will follow when you launch your own shop. Relationships and results are your best startup capital. Navigating Uncertainty Without Panic Every agency owner hits moments of chaos—those “Are we going under?” nightmares that keep you up at 3 AM. So far, Phil's journey hasn't quite hit the “we can't make payroll” panic, but pipeline uncertainty and client churn anxiety were very real, especially during COVID-19. Ironically, the pandemic ended up being a huge growth driver. As trade shows and in-person events vanished, clients who were spending six figures on live events had to redeploy budgets digitally. PrograMetrix was perfectly positioned to catch that wave. “You've got to have a good business plan, offer strategic value, make smart bets, and stay laser-focused when your back's against the wall.” It's a solid reminder: when chaos hits, the cream rises. The agencies that pivot fast come out stronger.   AI: Beyond Social Posts and Rocket Emojis Let's get real: most agencies are looking at AI like it's a shortcut to crank out social posts and blog content (and yes, that's part of it). But Phil's approach is a level above—he's integrating AI deeply into PrograMetrix's operations to enhance speed, insights, and performance, not just save a few hours per week. In his view, agencies that have depended on time as their inventory and work on the basis that the more time they can utilize the more revenue they can drive will struggle unless they modernize operations using AI. For its part, Phil's agency is building a proprietary product using a licensed data warehouse, pulling data from all their platforms (The Trade Desk, Meta, Google, TikTok, LinkedIn, etc.), and using AI to run advanced queries and develop unique optimization techniques. The end goal would be to deliver faster, clearer, and more impactful insights that clients can't get by simply logging into their ad accounts. The bottom line: If your agency isn't embedding AI into how you operate and deliver, not just as a tool to “save time,” clients will either bring it in-house or go with an agency that does. The market is moving, and speed and value are non-negotiables if you want to win and retain serious clients. Delivering Quick Wins and Story-Driven Insights Mid-market and enterprise clients dropping six to seven figures on ad spend need to feel your authority and your velocity from day one. They need to breathe easier knowing your agency has it handled, and they need to see progress fast, or they'll be out. Using AI, Phil's agency uncovers insights like: Path to conversion (impressions and touchpoints before a sale) Channel impact across the funnel Audience segment insights Messaging that drives real ROI They're not just sending reports but turning complex data into actionable stories for their clients. If you're still measuring your agency's success by how much time you can bill rather than how much impact you can deliver, it's time to rethink your model before your clients rethink you. Why Agencies That Don't Adapt Will Get Exposed Look, AI isn't going to wipe out agencies. But it will wipe out agencies that are stuck operating like it's 2015, coasting on outdated processes, and sending the same recycled reports clients can pull themselves. AI is like the giant scoreboard in baseball, showing every advanced stat in real-time. Agencies that are half-assing delivery can't hide anymore. If you're running bad ads, AI will show your client you suck, and you'll get fired. (Like the agency I just fired.) AI won't kill the agency model, but it will expose agencies not using best-of-breed tools to deliver value faster. AI as a Multiplier, Not a Threat — and Saves Him $200K Phil is using AI as a force multiplier to: Deliver faster, clearer insights for clients Optimize campaigns for even a 2-3% lift that compounds over time And they're doing this without having to invest in new talent at the rate they otherwise would have. As Phil says, “if we can skip hiring one or two traders, that's a $200K swing to the bottom line.” And it's not because he doesn't value his team—he's investing in making his team better. AI helps smart people do better work, get better results, and actually enjoy their jobs. Clients see more value, your agency scales efficiently, and your team sticks around longer, reducing churn and recruitment costs. It's About Buying Wins, Not Just Doing Tasks If you've seen Moneyball, know Billy Beane reinvented baseball by focusing on “getting on base,” not vanity stats. Agencies should think the same way: What are your “get on base” moves that drive client results? Are you outcome-driven and problem-solving, or are you a task rabbit waiting to be replaced by AI? When clients have big challenges, do they come to you first, or are you stuck doing low-value production work? If it's the latter, it's a sign to reposition your agency now. If you don't, you're writing your own exit letter from the industry. Make AI Use Mandatory, Not Optional As an agency leader, it's time to go all-in on integrating AI across all SOPs, not just as an add-on for the leadership team. Why? Because this tech: Makes employees more valuable in the marketplace Makes them happier by removing annoying, low-leverage tasks Keeps your team aligned with your agency's growth goals Before they started using AI prompts to understand how to optimize a campaign or improve performance, their campaign managers were conducting huge Excel exports. Now they can focus on strategy. If you're the only one using AI in your agency, you're toast. You need to lead, train, and require your team to use these tools to become outcome-focused problem solvers rather than task executors. Stop Being Fearful. Start Doing If you're feeling fear around AI, that's normal. But you'll stay scared if you don't start using it. Phil's team didn't wait for a perfect moment; they're actively building, testing, and refining AI use across their delivery and ops. The agencies that will win over the next 3-5 years aren't the ones worrying about AI—they're the ones using it to solve bigger problems faster for their clients. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Google = ChatGPT-Killer?” - NVIDIA top, BlackRock flop, Daimler Truck goes Asia

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 16, 2025 13:48


Mehr Infos zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. BlackRock & Wells Fargo leiden unter reichen Kunden + wenig Zinsen. NVIDIA, AMD, Tencent, Baidu & Alibaba profitieren von TACO. MP Materials profitiert von Apple. Trade Desk goes S&P 500. FTSE 100 & Citigroup haben Rekorde. JPMorgan hat gute Banker. Deutsche Autobauer haben's schwer. Daimler Truck (WKN: DTR0CK) will den Börsenwert verdoppeln. Asien soll's richten. Alphabet (WKN: A14Y6H) wird an der Börse wie der große KI-Verlierer gehandelt. Ist vielleicht das Gegenteil der Fall? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 16.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Beurswatch | BNR
Meta geeft 'honderden miljarden' uit. Einde oefening voor dividend??

Beurswatch | BNR

Play Episode Listen Later Jul 15, 2025 26:16


We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.

NY to ZH Täglich: Börse & Wirtschaft aktuell
Blauer Himmel an der Wall Street | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jul 15, 2025 18:20


NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Next in Marketing
Retail Media's Future with Anne Harrell of Pacvue in Cannes

Next in Marketing

Play Episode Listen Later Jun 30, 2025 8:38


In this episode of Next in Media, Mike Shields interviews Ann Harrell, Head of Product Enablement at Pacvue, about the evolving landscape of retail media. Harrell explains the challenges of data availability and cross-channel attribution in retail media, highlighting the role of data clean rooms and the blurring lines between retail, social, and traditional search as all become channels for commerce.

The CPG Guys
Developments in Retail Media with NielsenIQ SVP Dan Bonert

The CPG Guys

Play Episode Listen Later Jun 28, 2025 39:08


Send us a textThe CPG Guys are joined in this episode by Dan Bonert, SVP of Retail Analytics and Retail Media at NielsenIQ. Dan has a background in media from his days at Amazon and was able to share quite a few insights on today's environment LIVE from the NielsenIQ c360 conference down in Hollywood, FL. Ajay Sharma, VP of ecommerce + omnichannel was our guest co-host for this episode, officially now his 6th appearance on the CPGGUYS.Find Dan Bonert on Linkedin at: https://www.linkedin.com/in/danbonert/Find NielsenIQ on Linkedin at: https://www.linkedin.com/company/nielseniq/Find NielsenIQ online at: https://nielseniq.com/global/en/Here's what we asked him : What are the key challenges you foresee in the retail media landscape, and how do you intend to address them?How does your experience at Amazon and The Trade Desk inform your approach go forward in retail media?How is NielsenIQ integrating advanced analytics to enhance retail media offerings?What technological innovations are you most excited about in the retail media space?Can you discuss how NielsenIQ's Full View™ platform contributes to retail media strategies?How do you foster collaboration between retailers and brands within NielsenIQ's ecosystem?What emerging trends do you believe will shape the future of retail media?What consumer behavior changes have you observed, and how are they impacting retail media? How do you see the role of personalization evolving in retail media strategies? What advice would you give to brands looking to optimize their retail media investments?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/Subscribe to Chain Drug Review here: https://chaindrugreview.com/#/portal/signupSubscribe to Mass Market Retailers here:https://massmarketretailers.com/#/portal/signupDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

The CMO Suite Hosted By Sean Halter
Don't miss Claire Wyatt, GM Client Services, The Trade Desk, on this episode of The CMO Suite podcast - Presented by MiO Marketplace and Hosted by Sean Halter.

The CMO Suite Hosted By Sean Halter

Play Episode Listen Later Jun 25, 2025 31:57


Don't miss Claire Wyatt, GM Client Services, The Trade Desk, on this episode of The CMO Suite podcast - Presented by MiO Marketplace and Hosted by Sean Halter.

AdTechGod Pod
The Refresh News: June 23 - TV Takes the Spotlight: Cannes 2025's Battle for the Future of Streaming Advertising

AdTechGod Pod

Play Episode Listen Later Jun 23, 2025 7:25


In this week's episode of The Refresh, Kait dives into the wave of major announcements that dominated Cannes Lions 2025 highlighting a shift inadvertising where TV and streaming platforms stole attention from AI. From exclusive inventory deals to AI-powered product placement, the episode unpacks how players like Amazon, Disney, Netflix, and Comcast are racing to transform TV into a full-funnel, performance-driven channel. As advertisers demand better data, measurement, and real-time capabilities, DSPs and media giants are forming strategic alliances to claim their spot at the top. We cover: Amazon and Roku Partner Up: Amazon secured exclusive access to Roku's logged-in user base via its DSP, and integrated Disney's Drax exchange to enable commerce-data targeting across Disney+ and Hulu inventory. Disney Expands DSP Access: Disney added 12 new DSPs to its “Disney Live Certified” program and is scaling its Magic Words AI targeting product to enhance live event advertising. Netflix Enters Virtual Ad Placement: Netflix is rolling out AI-driven dynamic ad products, including branded insertions during paused content—mirroring The Trade Desk and Rembrand's new virtual product placement offerings. Walmart x NBCU and Comcast's Triple Play: Walmart's new partnership with NBCUniversal unlocks shopper data for cross-platform targeting, while Comcast announced three major updates spanning outcome-based measurement, dynamic shoppable ads, and identity resolution. Data Becomes the New Differentiator: With premium inventory access now considered baseline, platforms are competing on who can provide better data, targeting precision, and real-time performance insights—especially as programmatic buying expands in live content. Learn more about your ad choices. Visit megaphone.fm/adchoices

AdTechGod Pod
The Refresh News: Agencies, AI, and the Streaming Shake-Up

AdTechGod Pod

Play Episode Listen Later Jun 16, 2025 10:09


In this episode of The Refresh News, host Kait unpacks a headline-heavy week across the advertising industry, setting the stage for big Cannes conversations. From Warner Bros. Discovery's strategic split to Mark Read's departure from WPP, and a flurry of pre-Cannes product rollouts, this episode highlights how the future of media, agency relevance, and AI-powered innovation are all colliding in real time.  - Warner Bros. Discovery will divide into two focused businesses—Streaming & Studios vs. Global Networks—with cable taking on the debt burden as the company bets fully on streaming.  -WPP CEO Mark Read is stepping down amid pressure and stock declines, with the holding company finally embracing an ad tech and AI-first future years later than needed.  -WPP's recent moves—acquiring InfoSum, consolidating under WPP Media, and investing in AI—mark a delayed but necessary transformation for agency survival.  -Multiple vendors including FreeWheel, Mediaocean, The Trade Desk, and Basis Technologies announced major product innovations focused on CTV, retail media, AI, and data integration ahead of Cannes.  -The episode emphasizes that agencies must evolve from service vendors to tech-powered solutions providers or risk becoming irrelevant in a self-serve media world. Learn more about your ad choices. Visit megaphone.fm/adchoices