mrdan321 Posted - 49 minutes from now

$MGNI $TTD $NFLX $UAL “They [United] are so concerned about their data, that they really want to keep it as close to them as possible. So that helps with the supply side argument versus putting it in a DSP. That was the early days of it, Walmart partnering with Trade Desk very successfully. The early day was: pick a DSP, put my data in there and then buyers can come by and find the data in that the DSP. I think what some folks have found is a leeriness of having the data so far away if you are in the retail media network, but almost more importantly, it’s not DSP agnostic. So in other words, you’re now forcing partners that may want to access that data to switch DSPs to go use that DSP because that’s where the data is. As opposed to if you go with the supply side then you can use any DSP you want, as the data is sitting here behind my firewall so come on in and buy the way you’ve always bought. So I think that’s a growing trend that we’re seeing.” —-Michael Barrett, CEO (yesterday)

FreeMoneyAllDay Posted - 54 minutes ago

$NFLX $ROKU $TTD Roku still earns revenue and gets ecosystem benefits from AVOD providers. The flip side TTD will have very little distribution potential on their OS for years considering that it won’t even launch for another year and growth doesn’t materialize overnight, as we’ve seen in this space time and time again. And secondly it calls into question TTD’s value prop as a neutral 3rd party programmatic buyer of inventory in the CTV ecosystem. When they have their own OS they’re obviously going to favor themselves, which is a clear conflict of interest for performance based advertising campaigns. I sold my TTD yesterday. I hate this move for them. Plus Jeff Green is a f*cking liar and you can’t trust grimy people like that.

wallstengine Posted - 5 hours ago

Jefferies on $ROKU (Underperform; $55 PT): "Streaming Distribution (SSD) Under Pressure for Roku (~40% of Platform Revenue): By far the biggest takeaway from the $TTD OS news was the endorsements from execs at DIS, PARA, and TUBI. This marks the first major indication of streamers considering a pivot away from Roku’s SSD model, which we estimate accounts for ~40% of platform revenue. Previously, $NFLX was the only major streamer to shift away from Roku’s services. This development may signal that other streamers are open to making a similar move, especially given the current industry shift toward AVOD. While this transition is unlikely to happen overnight—Roku still holds ~50% of viewing hours on CTV in the US (Comscore)—it does raise questions about the long-term viability and growth potential of SSD revenue." Analyst: Atul Goyal

TheStockTraderHub Posted - 9 hours ago

$TTD WITH A NICE GAP UP MOVE TODAY, STOCK HELD THROUGH IT'S DAILY 50-EMA SUPPORT TODAY & SAW A STRONG BOUNCE BACK NOW BACK ABOVE ALL THE MOVING AVERAGES. STOCK HAS FILL ABOVE FROM $126-$127, IF RECLAIMS THAT LEVEL WE CAN SEE ANOTHER LEG UP TO NEW ALL TIME HIGHS TO $130+ NEXT.

InHibernation Posted - 17 hours ago

$TTD bad management. From one losing business to another one instead of expanding in better areas.

jeffmeredith Posted - 19 hours ago

$TTD 118.41s sold at 125 = 5.6% in a day

WallStJesus Posted - 19 hours ago

$TTD Put/Call: 5914/21k

Johnny_Lever Posted - 20 hours ago

$TTD Getting past that $119 level on higher than average volume.

Persevere_With_Patience Posted - 20 hours ago

$APP Now it's getting ridic, trading at the same valuation as $TTD

AlphaRR Posted - 20 hours ago

$TTD all I will say is this , I been in ttd a really long time It's a very well executing company and if you never heard of it $ROKU fanboys, that's on you Small position in Ira , cost in 20's, I also own a good size position in my main account - ttd is expensive and I have recently trimmed a little near the highs , but it's a keeper - this is a huge negative for Roku, a key partner just became a dangerous competitor No Roku position, mostly because the vision of being the ubiquitous tv OS will never happen because anyone who makes a decent tv has kept the operating system to themselves like LG Sony does use google I had a Roku stick back in the day to get an old tv on the internet , and the Roku os is better and easier to use then many manufacturers os, but I just don't think Roku is gonna work Long ttd No Roku position

theRooster007 Posted - 20 hours ago

$TTD $ROKU https://www.tipranks.com/news/the-fly/roku-under-pressure-after-trade-desk-reveals-new-streaming-tv-os 👀

4percent_inflation Posted - 21 hours ago

$ROKU $TTD 🪳🪳

cubie Posted - 21 hours ago

@Ollip @simon58 @judgeyoung2 @Alvi722 @jenbunn @EBE_Day @ribbey @TraderRapp @tonyctl @lukenight $roku bc $ttd news

cubie Posted - 21 hours ago

$ROKU congrats giddy bears, roku broku indeed🫡😅. thanks a lot $ttd 🤭

stockfrank1 Posted - 21 hours ago

$ROKU start position at $60. Then add @$55 and $50 and hold for two years. Either already killed by $ttd by then or survives...

stockfrank1 Posted - 21 hours ago

$ROKU will be eaten alive by $ttd

DonCorleone77 Posted - 22 hours ago

$TTD $ROKU Trade Desk reveals new streaming TV operating system, Roku falls Trade Desk (TTD) announced that it has developed Ventura, a new streaming TV operating system. Trade Desk will partner with smart TV original equipment manufacturers and other streaming TV aggregators to deploy Ventura, the company said earlier in a statement. "Ventura represents a major advance in streaming TV operating systems as it solves key issues with prevailing market systems today, including frustrating user experiences, inefficient advertising supply chains, and content conflicts-of-interest," it added. Trade Desk expects that Ventura will be deployed by manufacturers and other streaming TV aggregators as early as 2025. The stock in early trading is up around 3% while Roku (ROKU), which has a competing TV operating system, is down over 7%.

theflynews Posted - 22 hours ago

Roku under pressure after Trade Desk reveals new streaming TV OS - $TTD - https://thefly.com/permalinks/entry.php/TTDid4025997

murphy8 Posted - 22 hours ago

$TTD buying these small dips has treated me nicely in the last few months

Jamtrades Posted - 23 hours ago

$TTD major product announcement has this name going to $128

Dr_Stoxx Posted - 23 hours ago

$ROKU $TTD We're long $TTD in the Room.

wallstengine Posted - 23 hours ago

$ROKU DOWN 8% AFTER $TTD ANNOUNCES NEW STREAMING TV OS TTD further plans to partner with smart TV manufacturers and streaming aggregators to roll out the new OS, putting competitive pressure on $ROKU.

mgc1 Posted - 23 hours ago

$TTD I see the roku folks are in sheer panic as their stock price is getting hammered. Just ignore them, laugh at them, then block them.

scrumhalf Posted - 1 day ago

$TTD at least there’s Ventura news. Let’s see the numbers afterwards.

Dr_Stoxx Posted - 1 day ago

We bought $TTD yesterday in the ROOM. Then this: $TTD ANNOUNCES VENTURA SMART TV OS The Trade Desk revealed Ventura, a new streaming TV operating system designed to address inefficiencies in streaming ad processes and improve user experiences. Set to launch with partners by 2025, Ventura will: — Streamline content discovery and subscription management. — Reduce advertising costs with a cleaner supply chain. — Use tools like OpenPath and UID 2.0 for precise audience targeting. The system has received support from Disney, Paramount, and Tubi, among others, as it aims to enhance the ad-supported streaming model amidst the ongoing shift from traditional TV to streaming platforms.

wallstengine Posted - 1 day ago

$TTD ANNOUNCES VENTURA SMART TV OS The Trade Desk revealed Ventura, a new streaming TV operating system designed to address inefficiencies in streaming ad processes and improve user experiences. Set to launch with partners by 2025, Ventura will: — Streamline content discovery and subscription management. — Reduce advertising costs with a cleaner supply chain. — Use tools like OpenPath and UID 2.0 for precise audience targeting. The system has received support from Disney, Paramount, and Tubi, among others, as it aims to enhance the ad-supported streaming model amidst the ongoing shift from traditional TV to streaming platforms.

F_CK_Options Posted - 1 day ago

$TTD Finally, something big.

stockfrank1 Posted - 1 day ago

$TTD ttd will kill $roku easily. Ttd is a profit company. Roku still not profit after so many years.

RenHenInvestments Posted - 1 day ago

$TTD They really named their OS after this guy? lol

OptionsMonster Posted - 1 day ago

$ROKU overreaction. $TGT huge miss hurting shares and then $TTD releasing Ventura. This will only bolster $ROKU. My prediction Ventura is a massive failure and $TTD is forced to exit the market or buy $ROKU. Will take time to play out.