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

AdExchanger's Big Story podcast with journalistic insights on advertising, marketing and ad tech

AppLovin’s Play To Reach Non-Gaming Advertisers

Gaming apps are filled with ads for more gaming apps. Why not other advertisers? We go inside AppLovin’s play to bring non-gaming advertisers into the fold.

Andrea Kwiatek, director of strategic partnerships at Goodway Group

Agentic AI Is A Shiny New Object, But Supply-Path Optimization Is A Reality Check

AI can add more operational efficiency to the media buying process. But it will take some more time before AI agents are a seamless part of the modern media buying process, Andrea Kwiatek, director of strategic partnerships at the indie agency Goodway Group, told AdExchanger. 

Pinterest Names Jason Fairchild GM Of Programmatic And Affiliate

Pinterest expanded tvScientific CEO and Co-Founder Jason Fairchild’s title to general manager of programmatic and affiliate. The title upgrade comes less than a year after Pinterest acquired the performance-focused CTV ad startup.

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

Liftoff’s Message For Investors During Its First Earnings Call: We’re Not Just A Gaming Company

Liftoff used its market debut to school investors on mobile ad tech – and make the case that travel, finance and shopping apps could be its next growth engine.

Benoit Vatere, chief media & digital commerce officer, Liquid Death

Murder Your Thirst And Measure Everything

Liquid Death is all jokes and dark humor on the surface, but the canned water brand’s chief media and digital commerce officer, Benoit Vatere, takes measurement deadly seriously. He’s tackling one of the gnarliest problems in CPG: proving that media actually moves product off the shelves.

The Trade Desk’s Revenue Growth Stalls As Big Brands Tighten Their Belts

“Our revenue growth is below our expectations and below the standard we hold ourselves to,” The Trade Desk CEO Jeff Green told investors.