The Trade Desk (TTD) – NBC & Disney – March 23, 2024

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The Trade Desk (TTD) – NBC & Disney – March 23, 2024

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Through an NBC Universal partnership, 2024 Olympic advertising inventory will be available on TTD’s platform. Why does this matter? Live sports dominate the hearts and minds of our species. The Olympic games trail perhaps only soccer in terms of global appeal. This provides yet another programmatic growth lever to bolster TTD’s momentum. It will also allow the firm to showcase its superior ROAS outcomes to prospective clients in less tapped global markets. Monumental? No. Irrelevant? Also no. We’ll take all of the tailwinds we can get.

Notably, this could make TTD’s revenue cyclicality a bit more pronounced depending on how well this goes. Olympic game years line up perfectly with election cycles. So? Even years will now feature two large events (with the elections being more material) that will help TTD’s growth. Odd years will not. Just something to keep in mind.

Disney Partnership

Disney has long been a close connected TV (CTV) partner for TTD. That partnership got tighter this week. To unify ad impressions across all streaming assets, add deeper audience segmentation and bolster CPMs, Disney will use The Trade Desk and Google. This will give The Trade Desk access to more high value inventory. The new relationship also includes TTD’s Open Path product to help Disney connect its supply inventory directly to the buy side. This is good news for TTD. I think it’s even better news for Disney, as it shows the firm’s understanding of who it needs to partner with to make streaming as successful as possible.

Disclaimer: Third party content is provided for informational purposes only and should not be construed as an offer to sell or a solicitation of an offer to buy or sell any security. Third party content is not intended to serve as a recommendation to buy or sell any security and is not intended to serve as investment advice. Third party content creators are not affiliated with BBAE Holdings LLC, (“BBAE”) Redbridge Securities LLC (“Redbridge Securities”) or BBAE Advisors LLC (“BBAE Advisors”). All investments involve risk, including the possibility of total loss of principal. For additional important information, please click here.

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