"It's like good police work, Senior Editor James Hercher says. Meaning, it takes a lot of time and can often get very tedious, but can lead to some incredible insights when done correctly. At the risk of belaboring the metaphor, reports this quarter have more in common with late-night stakeouts than thrilling perp chases. But there were a few juicy tidbits to pull out, particularly with regard to what companies in the ad tech space (and their investors, of course) are currently thinking about."
"The results of the Google antitrust trial - and the wave of pre-remedy lawsuits that have followed - came up more than a few times. So did The Trade Desk's recent policy changes with OpenPath and Kokai, which have caused ripples among SSPs in recent months. But, although the live Q&As with investors occasionally offer some neat surprises (remember Disney CEO Bob Iger's hot mic moment last year?), the folks asking the questions often aren't really trying to uncover the truth."
Earnings calls function as investigative sources that require extensive, often tedious work yet can reveal significant insights about company strategies and industry trends. Recent calls highlighted the Google antitrust trial outcomes and subsequent wave of pre-remedy lawsuits, and spotlighted The Trade Desk's OpenPath and Kokai policy changes that have affected SSPs. Live Q&As with investors sometimes produce surprises but typically do not probe as rigorously as journalistic inquiry. Executives are legally obligated to tell the truth on earnings calls, unlike in press interviews. Personal anecdotes underscore that misleading statements can occur and may only be discovered later.
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