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Netflix is open to advertising. What does this mean for The Trade Desk?
Netflix's (NFLX) subscriber growth has hit a wall as the streaming giant just reported losing 200k subs in 1Q22 and
The Trade Desk: Netflix Is Ready
Summary
- Netflix's decision to go into advertising is bullish for Trade Desk.
- There's no incentive for Netflix to become a walled garden as content is the main focus of the company.
- Video streaming has long embraced AVOD and gaming could be next.
- As the largest independent DSP, Trade Desk is firmly positioned as a major beneficiary of an increasingly ad-supported future for digital entertainment.
Entrepreneur turned investment analyst. I aim to provide readers on Seeking Alpha with differentiated, concise, and actionable investment advice through good old-fashioned fundamental analysis with a strong emphasis on valuation. Focus mainly on tech and consumer. If you find my analysis interesting and helpful, follow me to be the first to read my latest articles.
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