Jun. 16 at 12:41 AM
$TTD look at what happened in three weeks while the stock sat at 52 week lows. June 1, Agoda partnership, TTD gets Booking Holdings travel data piped into its platform, a foothold in one of the richest first party datasets there is. June 1, new CFO named, fourth seat in the carousel finally filled. Mid June, Samsung names TTD one of only two platforms for Smart TV home screen inventory, the most premium real estate in CTV, the most direct proof yet that the ecosystem still wants TTD. Warner Bros and Activision veteran joins the board, signaling a push into gaming and entertainment. New CMO hired and started, a crisis specialist brought in to fix the story. Then the big one, Publicis dropped the audit dispute and is recommending TTD to clients again, the exact wound that started the whole collapse, healed. The bear case was audits and exec exodus. The seats are filled and the lead auditor made peace. Supply side never wavered. Demand side just came back.
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