AMZN (US)
March 7, 2026
We think that the growth story of retail media (sometimes referred to as shopper marketing) has been overshadowed in recent quarters in the ad tech space by the revenue growth deceleration at TTD, the GOOGL…
March 16, 2025
One of the bear arguments that emerged after TTD missed Q4 was the impact of AMZN’s DSP. While the argument looks convincing at first glance, we believe it’s not so strong if one looks closer…