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Found 9 results in 1ms
Weekly update
Mar 3, 2026
IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific
AirbnbCarvanaApplovinConstellation SoftwareAirbnbCarvanaApplovinConstellation Software
Aug 4, 2025
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuThe Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 28, 2025
The Trade Desk: AI Disruption
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaThe Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 23, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinThe Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 19, 2025
The Trade Desk: Navigating CTV Consolidation
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonThe Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Feb 21, 2022
Weekly Update: AppLovin: King of the Bid
Applovin•US•Large CapFrontdoorConstellation Software
IP Research Analysis
Feb 21, 2022
AppLovin: Building a Mobile Ad Network
IP ResearchApplovin•US•Large CapInformation Technology
Feb 15, 2022
AppLovin: King of the Bid
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