Home The Big Story The Big Story: What’s The Forecast For The Trade Desk Stock?

The Big Story: What’s The Forecast For The Trade Desk Stock?

SHARE:
The Big Story podcast

The sun hasn’t been shining on Wall Street this week as tech stocks dipped precipitously – The Trade Desk among them.

Despite turning in decent earnings, TTD’s stock dove by more than 25%, making it one of the most affected of the ad tech bunch.

It was a surprising development after more than a year of fair weather for ad tech. But now that a few clouds have started to gather, is the forecast still rosy for ad tech, both on the stock market and on the M&A front?

In this week’s episode, we contrast The Trade Desk’s strange nose dive with LUMA Partners CEO Terry Kawaja’s rosy column for AdExchanger in which he predicts the mother of all ad tech M&A booms.

But not everyone is waiting around for that to happen. We also discuss the trend of independent ad tech talent migrating to walled gardens. Although not a new phenomenon by any stretch, what does it mean that people in-the-know appear to be fleeing the open web on the eve of the end of third-party cookies?

Just wondering.

(P.S. Things move so quickly in tech that just a few hours after we recorded this episode, Antonio Garcia Martinez was already out at Apple.)

Also in this episode: Our editorial team’s analysis of the intro music on earnings calls and the “tells” we’ve learned as reporters about what an earning call’s vibe says about Wall Street/CEO relations.

Must Read

Northbeam Adds The Third Leg Of The Attribution Stool With Incrementality Testing

There’s MMM and MTA, but no single ad measurement works for brands with multiple points of sale. On Tuesday, Northbeam launched an incrementality tool to complete what it calls “the trifecta of digital attribution.”

Comic: The Great Online Privacy Battle

What Regulators Talk About When They Talk About Ad Tech

If you want to know what privacy regulators think about online advertising, it’s not a mystery. Just listen to what they’re saying.

Keyword Blocking Demonetized More Than Half Of Reuters’ Brand-Safe Stories

The effect wasn’t just limited to news content. The Reuters.com/lifestyle vertical also had some of its brand-suitable pages blocked.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

The Agentic Marketplace Is Here. Where Does That Leave DSPs and SSPs?

Swivel and Olyzon’s new partnership brings buy-side and sell-side agents together as early examples of an agentic marketplace.

Comic: Causal Meets Casual

Jones Road Beauty Is Using A New Type Of MMM To Reset Its Media Measurement

Inside how Jones Road Beauty is trying to turn messy, conflicting measurement signals into a single testing roadmap for its media mix.

Comic: America's Mext Top AI Model

AI Is Moving Fast. The Law, Not So Much

IAPP’s Global Summit in DC was a reminder that AI is moving fast – and judges, privacy lawyers and practitioner are racing to keep up.