BMO Capital: 'Reiterate Outperform for TTD, our top SMID-cap pick, as a Netflix CTV demand partnership reinforces our view that TTD is best-positioned against a massive $150B linear TV opportunity shift towards connected TV.'
KeyBanc: 'As Netflix deepens its ad capabilities, we believe this could help support >10% annual revenue growth in 2025E and beyond.'
'NFLX announced that it will build an in-house ad tech platform by the end of 2025 & expand its sales partnerships this summer to TTD, Google's Display & Video 360, & Magnite, highlighting NFLX's growing focus on differentiated live content.'
Jefferies: 'NFLX's decision to onboard new programmatic partners (e.g., TTD, GOOG, MGNI) represents a faster-than-expected transition of Connected TV ad sales from direct deals into biddable auctions.'
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