4.6 • 854 Ratings
🗓️ 15 November 2019
⏱️ 26 minutes
🧾️ Download transcript
We've got earnings updates from the three big connected tv players -- Roku, The Trade Desk, and Telaria. We dig into their results and the overall market for connected tv advertising.
Stocks: TTD, ROKU, TLRA
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0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market every day. |
0:07.0 | It's Friday, November 15th, and we're talking about the Connected TV ad market. |
0:12.0 | I'm your host, Dylan Don Lewis and I've got Fool |
0:13.4 | Com's Daniel Sparks with me on Skype. Daniel what's going on man? |
0:18.0 | Nothing much just enjoying this nice weather. We had a storm a couple weeks ago. I remember |
0:25.0 | Lauren was wondering where Evan and I disappeared too. We were missing for a few days I |
0:31.7 | guess and you know sometimes you forget these |
0:34.0 | geographical differences you guys don't realize that we could have isolate over the |
0:38.9 | roads here in November early November late late October, so. |
0:43.0 | But back to warm weather. |
0:45.0 | We got our first signs of flurries here in the DC area this week as well, |
0:50.0 | and so it's coming. |
0:51.0 | We know it's coming. |
0:52.0 | Just a matter of time. |
0:54.0 | Yeah, they must they must be ready to shut down the whole city, all the schools. |
0:58.0 | Yeah, at the slightest ten as someone that grew up in the northeast, you know like I grew up in New Jersey, went to school in Boston, |
1:04.2 | then moved down to DC. |
1:05.7 | The first time we got like an inch and a half of snow down here, I was like, guys, are you serious? |
1:09.0 | Like, we're closing schools, we're closing roads for this? |
1:12.1 | All right, let's do it. No such thing in Colorado though, Daniel. |
1:17.0 | The reason I'm having you on today is we are talking about the Connected TV ad market and you are someone who follows this very closely. We've got a couple big |
1:26.1 | names in the space, some of them followed by a lot of fools already. We're going to get into |
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