"TTD's stock entered 2025 with shares above $120. After a catastrophic Q4 earnings report in February, shares dropped like a stone to as low as $46 before bouncing into the $70 to $80 range. The company picked up a much-needed attaboy in July when it was promoted to the . The Trade Desk is insulated, though. Tons of different industries compete head-on with Amazon - from electronics and apparel to CPG and entertainment - whereas TTD operates in a distinct space."
"On Thursday, Warner Bros. Discovery and Nielsen announced a new multiyear measurement and analytics deal. David Porter, WBD's head of ad sales data, insights and research, said in a statement that Warner's deal with Nielsen provides "smarter data and solutions to better capture performance and viewership across all screens." The NFL is another fan of Nielsen's Big Data + Panel, but isn't quite as gung ho as WBD."
The Trade Desk entered 2025 with shares above $120, plunged after a catastrophic Q4 earnings report to as low as $46, then bounced into the $70–$80 range and received a promotion in July. The company operates in a distinct programmatic space and faces different competitive dynamics than Amazon, making many brands wary of defaulting to Amazon's DSP. Warner Bros. Discovery and Nielsen struck a multiyear measurement and analytics deal promising smarter data and cross-screen measurement. The NFL will continue working with Nielsen and other partners. Interest in virtual influencers has declined, with many marketers planning not to adopt them.
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