Jun. 13 at 5:16 AM
$ROKU is an ad platform (SSP), not dependent on
$TTD for monetization.
It sells CTV inventory via multiple DSPs, including Amazon Ads and The Trade Desk.
$TTD is not exclusive to Disney+, Netflix, Paramount+, Max, or Peacock—those are programmatic/PM deal-based relationships.
CTV ad supply is fragmented and auction-driven, not a single pipeline.
$AMZN DSP is strong inside its walled garden (Prime Video, retail data, Fire TV).
But it does not fully replace open-internet demand aggregation that
$TTD provides.
If
$AMZN bought Roku, some inventory could tilt toward Amazon DSP integration.
However Roku would still benefit from diversified demand sources. It means they will lose 100% ad fill rate enjoyed by using TTD's software. Bottom line: competition intensifies, but CTV remains multi-DSP, not winner take all. Not a threat at all for
$TTD. Jeff Green had a lot of work to do