Sunday Updates: TTD Partnering With Disney, YouTube, AMZN/WBD (Issue #14)
Recent Updates:
Alphabet Inc (NASDAQ: GOOG — $1.48 Trillion) YouTube now offers Picture in Picture for both iPhone and iPad non-premium users. This means those users can now continue watching YouTube in other apps. This seemingly small change will be important to increasing YouTube’s watch hours and therefore ad revenue.
The Trade Desk (NASDAQ: TTD — $20.96 Billion) signs a deal with Disney. This now allows Trade Desk to not only target ads at all of Disney’s users through its many distribution channels but as third-party tracking becomes obsolete Trade Desk can use Disney’s hundreds of millions of users to tune its algorithm for the future.
For the ad-tech experts, this will be using a cross between Disney’s first-party dataset (from Disney’s Clean Room) and The Trade Desk’s Unified ID (UID).
Streaming News:
Netflix is looking for external candidates to run their new Ad-Supported Tier (if anyone is looking for a job), Candidates include C level executives from Comcast, SNAP, and more
Less than a year after leaving Prime Video Warner Brother Discovery may put content back on the platform
Fans Of The Jungle:
Tweets Of The Week:
Until Next Time,
Soren
Disclaimer: Soren Peterson has a holding in Google and Liberty Media Formula One two companies followed by this newsletter. Soren Peterson and The Streaming Jungle are not responsible for any financial results, this is not financial advice. Always do your own research.