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Jul 7, 2026
Netflix & Scanline: VFX Studio Acquisition & Virtual Production Strategy
Jul 3, 2026
The Trade Desk vs Amazon DSP: Platform Selection
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer Discretionary
Weekly update
Jun 24, 2026
NVIDIA vs Google's TPU, Netflix Culture, Intel, GE & PMAs
Netflix•US•Mega CapNVIDIAGoogleIntelGeneral Electric
IP References
Jun 20, 2026
Netflix Culture & Bela Bajaria Content Leadership Style
IP Reference Checks
Management CheckNetflix•US•Mega CapAmazonParamount GlobalWalt DisneyRokuWarner Bros. DiscoveryCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer Discretionary
May 12, 2026
The Trade Desk vs Amazon DSP vs DV360: Agency Buying Comparison
Partner Interview
The Trade Desk•US•Mid CapMagniteDentsuAmazonNetflixGooglePubMaticNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryApr 24, 2026
Amazon DSP: Gaining Share from Google & The Trade Desk in Europe
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleRokuNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesMar 1, 2026
Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 23, 2026
TKO Group Holdings: NFL, UFC, & US Sports Rights Value
Partner Interview
TKO•US•Large CapNetflixAppleAmazonWarner Bros. DiscoveryParamount GlobalLiberty MediaFoxCounter PositioningSwitching CostsBrand EquityNetwork EffectsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyJan 20, 2026
TKO Group Holdings, Amazon, Netflix, & US Sport Media Rights
Partner Interview
TKO•US•Large CapNetflixWalt DisneyHearstAmazonWarner Bros. DiscoveryParamount GlobalAppleLiberty MediaFoxCounter PositioningBrand EquityNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksCommunication ServicesConsumer StaplesConsumer DiscretionaryInformation TechnologyJan 19, 2026
The Trade Desk: Cost Perception & Independence
Partner Interview
The Trade Desk•US•Mid CapAmazonRokuMagniteNetflixGoogleWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJan 18, 2026
Amazon Ads Evolution & DSP Share Gains
Partner Interview
Amazon•US•Mega CapThe Trade DeskRokuMagniteGoogleNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryNov 4, 2025
The Trade Desk: Strategic Value of Ventura OS
Partner Interview
The Trade Desk•US•Mid CapRokuMagniteGoogleAmazonNetflixWalt DisneyParamount GlobalNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryOct 6, 2025
The Trade Desk: Amazon DSP Competition
Partner Interview
The Trade Desk•US•Mid CapMagniteGoogleWalt DisneyNetflixAmazonNetwork EffectsBrand EquityCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksUnique IP & BrandsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionarySep 1, 2025
Magnite: CTV / DV+ Value Chain Economics & Capture
Partner Interview
MagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyMagniteThe Trade DeskAmazonGoogleNetflixWalt DisneyNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer DiscretionaryAug 19, 2025
Magnite: Ad Server Stickiness & SSP Consolidation
Partner Interview
MagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleMagniteThe Trade DeskNetflixWalt DisneyParamount GlobalGoogleNetwork EffectsCounter PositioningBrand EquityMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation TechnologyAug 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 25, 2025
Magnite: SSP & DSP Bargaining Power
Partner Interview
MagniteThe Trade DeskPubMaticGoogleAmazonNetflixWalt DisneyParamount GlobalWarner Bros. DiscoveryMagniteThe Trade DeskPubMaticGoogleAmazonNetflixWalt DisneyParamount GlobalWarner Bros. DiscoveryNetwork EffectsScale EconomiesSwitching CostsCounter PositioningBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerUnique IP & BrandsCommunication ServicesInformation TechnologyConsumer 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 DiscretionaryJul 8, 2025
The Trade Desk: Competitive Moats, DSP Landscape & CTV Trends
Partner Interview
The Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixThe Trade DeskGoogleAmazonStackAdaptMetaByteDanceNetflixNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryShowing 20 of 1000 results