Marketing tech
fromExchangewire
23 hours agoThe Stack: AI and Accountability
Regulation, AI investment, and platform monetisation are reshaping advertising, driving legal, commercial, and government use of ad tech while UK ad spend rises.
First, management's tone wasn't amiable on the call, and in follow-up interviews, as CEO Jeff Green flagged tariff-related uncertainty that could pressure large global brands, precisely the kind of advertisers that dominate TTD's mix. That spooked investors about second-half visibility. Moreover, guidance for Q3 revenue of "at least" $717 million implied growth decelerating from Q2's 19% to the mid-teens, which is hardly a collapse but enough to challenge a once-lofty multiple.