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The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics

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The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary

Cogent Communications: Architecting A Cable Network

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Cogent Communications•US•Small CapLumen TechnologiesZayo Group HoldingsCharter CommunicationsComcastCable OneNetwork EffectsPhysical Infra & NetworksCommunication Services

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