TTD Signs UID2 Deal with AWS

I know that TTD only kind of qualifies as hypergrowth these days, but for anyone still holding it, this seems like a big deal for its UID2 initiative:…

The technical details are a little beyond me, but the gist of the article is that they are going to use UID2 data to “facilitate programmatic ad placement more efficiently via the AWS Marketplace.” While this may not have an immediate revenue impact, it should help the long-term growth narrative for the company.

Long TTD


More big business for The Trade Desk:

Disney Integrates With The Trade Desk And UID2 In Pursuit Of Better Addressability…

Hoping Netflix is next!


“you may know, David Wells, who was the previous CFO of Netflix joined our Board almost 5 years ago. So we’ve had a great relationship with Netflix because of him, and I’m extremely optimistic in the potential for us to partner with Netflix.”

“So I’m very optimistic that we’ll be able to create partnership with every major streaming company in the world, including Netflix. The fact that we have a phenomenal relationship with Discovery, and therefore, also Time Warner and HBO, we have great relationship with them. We have a fantastic relationship with Disney. We partnered for years with Peacock and with Paramount and so many others. Of course, I had the expectation that we’ll do the same thing with Netflix.”

Revenue Q1 YoY > 40%
Adj EBITDA Margin Q1 > 38%


X-post from MSFT board:…

X-post from NFLX board:…

“Co-CEO Reed Hastings has long been opposed to adding commercials or other promotions to the platform but said during the company’s prerecorded earnings conference call that it “makes a lot of sense” to offer customers a cheaper option.”

I expect that MSFT NFLX solution will still need an UID of some sort.