The Trade Desk holds its own against Amazon’s growing, but still distant threat

When The Trade Desk’s CEO Jeff Green waved off Amazon as a threat, he wasn’t entirely wrong. But he wasn’t entirely right, either.

On last week’s earnings call, he told analysts the retail giant is “not a competitor”, arguing it’s “hard for “for them to buy across the open Internet in a truly objective way”.

It’s a fair claim — for now. Amazon’s ad business is growing fast, but it hasn’t yet come at The Trade Desk’s expense. 

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