
The Trade Desk (TTD) is feeling pressure as major agencies pull spend toward Amazon’s DSP and its own OpenPath and Kokai platforms stumble. Recent earnings missed revenue expectations, highlighting a slowdown despite the company’s $12 billion market cap and strong growth trajectory. Meanwhile, Infillion’s surprise acquisition of Catalina adds rich supermarket transaction data to the ad‑tech landscape. Analysts question whether TTD must acquire similar data assets to stay competitive in a market shifting toward outcome‑driven retail media.

The episode examines why Hispanic‑focused streaming platforms like TelevisaUnivision’s Vix are absent from Nielsen’s streaming audience metrics despite the overall Hispanic market outpacing the general U.S. audience in streaming consumption. It explains Nielsen’s measurement thresholds, the lack of direct log‑file...