Competitive AdvantageTTD’s scale and independence are seen as differentiators, enabling unique data and inventory partnerships and offering differentiated solutions like its AI forecasting product.
Market ShareThe Kokai transition should be able to unlock greater adoption of OpenPath, which improves the supply chain and creates better outcomes for advertisers, driving market share gains for TTD.
PartnershipsTTD's partnership with WMT is a proof point for the potential of retail media/data unlocking, indicating future growth opportunities.