Competitive EnvironmentInvestor sentiment remains more negative with most still concerned about the competitive environment, and feeling the traditional visibility into TTD results is more limited right now.
Growth ConcernsTTD's premium connected TV partners have seen decelerating growth while competition is intensifying with Amazon DSP potentially gaining more TTD budget share.
Investor ConfidenceTTD needs more than one quarter of strong results to get investors back on board and give them greater confidence in its ability to navigate the current competitive landscape.