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Tough Year for TTD: "Superior" Tech, Wrong Advertising Ecosystem

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Manage episode 514057622 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Trade Desk (TTD) has sold off close to 60% so far in 2025. LikeFolio's Andy Swan says the stock should "absolutely be thriving." So what's wrong? Andy believes the company's "superior" tech isn't being used in the right places, arguing that "closed systems" are nabbing many advertisers The Trade Desk normally profits from. Andy expects Big Tech companies like Alphabet (GOOGL), Meta Platforms (META), and Netflix (NFLX) will continue to eat market share unless The Trade Desk can change course.

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8119 episodes

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iconShare
 
Manage episode 514057622 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Trade Desk (TTD) has sold off close to 60% so far in 2025. LikeFolio's Andy Swan says the stock should "absolutely be thriving." So what's wrong? Andy believes the company's "superior" tech isn't being used in the right places, arguing that "closed systems" are nabbing many advertisers The Trade Desk normally profits from. Andy expects Big Tech companies like Alphabet (GOOGL), Meta Platforms (META), and Netflix (NFLX) will continue to eat market share unless The Trade Desk can change course.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

  continue reading

8119 episodes

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