MGNI (US)
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…
December 16, 2024
We are updating our market estimates for connected TV advertising spend for 2024 and 2025. We believe that despite a strong political cycle setting up a somewhat more difficult comp, we should see strong growth…
May 19, 2024
In this note we analyze the implications of the recently announced partnership between ROKU and TTD for the two stocks. We show that this development strengthens the case for an acceleration in ROKU Platform revenue…