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Nexxen International: End-to-End Platform Model

Partner Interview

Nexxen International Ltd.•IL•Small CapGoogleComcastThe Trade DeskViant TechnologyMagnitePubMaticRokuNetwork EffectsPhysical Infra & NetworksMarketplaces & PlatformsCommunication ServicesInformation Technology

HBO, Paramount, Comcast: Balancing FAST, Subscriptions, and Content Licensing Amidst CTV Shift

Partner Interview

The Trade DeskPublicis GroupeComcastWarner Bros. DiscoveryParamount GlobalWalt DisneyNetflixGoogleAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer Discretionary

The Trade Desk: DSP Commoditization

Partner Interview

The Trade DeskAmazonNetflixWalt DisneyMetaGoogleComcastRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary

The Trade Desk: Pluto Monetization Journey

The Trade Desk•US•Mid CapWarner Bros. DiscoveryNetflixAmazonParamount GlobalComcastRokuGoogleWalt DisneyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer Discretionary

The Trade Desk: Freewheel Ad Server & Publisher Monetization

The Trade Desk•US•Mid CapNetflixComcastAmazonGoogleRokuWalt DisneyParamount GlobalWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryInformation Technology

Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity

Partner Interview

Cogent Communications•US•Small CapLumen TechnologiesVerizonEquinixComcastAT&THurricane ElectricNetwork EffectsPhysical Infra & NetworksCommunication ServicesReal Estate

United Parks & Resorts: US Theme Parks Industry

Partner Interview

United Parks & Resorts•US•Mid CapWalt DisneyComcastSix Flags EntertainmentBrand EquityUnique IP & BrandsConsumer DiscretionaryCommunication Services

Cogent Communications: Architecting A Cable Network

Partner Interview

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

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