Key Metrics
14.7
Heat Index-
Impact LevelMedium
-
Scope LevelNational
-
Last Update2025-09-10
Key Impacts
Positive Impacts (2)
PubMatic Inc. (PUBM)
Amazon.com (AMZN) – Advertising Unit
Negative Impacts (6)
Ad-Tech / Programmatic Advertising
The Trade Desk (TTD)
Connected-TV Advertising
Roku Inc. (ROKU)
Streaming Media Services (e.g., Disney+, Netflix, Peacock)
Magnite Inc. (MGNI)
Total impacts: 8 |
Positive: 2 |
Negative: 6
Event Overview
Despite reporting robust quarterly performance, a major financial institution has highlighted potential challenges for an advertising technology firm. These include decelerating growth in key segments and intensifying competition from a tech giant.
Collect Records
Morgan Stanley Expresses Concerns Over The Trade Desk's Growth
2025-09-10 23:05
The Trade Desk (TTD) reported strong Q2 results. However, Morgan Stanley expressed concerns over its growth, citing slowing connected TV growth and competition from Amazon.
Total records: 1