Rick Munarriz
speaker
529 appearances
6 recordings
1 series
first heard Oct 2025
last heard 24 Feb
Rick Munarriz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.
Appearances
Two quarters later, it's its most recent quarter, it missed on the bottom line, and revenue failed to top 20% for the first time as a public company outside of the second quarter of 2020, when advertisers sort of took a
It took a mulligan.
They took a quarter off early in the pandemic that time.
But there are fears there.
There are fears that it's AI deployment having gone exactly as planned.
There's fears of a competitive market, specifically in connected TV, which is always seen as this big growth for them.
Amazon is emerging as a force.
The open internet.
But here's the thing.
The open internet.
It's a $935 billion market opportunity for digital advertising.
It's never going to be a one-eats-all market.
Connected TV is still powerful.
Advertisers are willing to pay twice as much to reach a connected TV viewer, where campaigns can be personalized and targeted than traditional advertising.
The trade desk was once priced for perfection.
Now, it's only priced for imperfection.
But it's also priced for infection.
A lot of people just are doubting the trade desk.
That's a good place to go and be a contrarian, and I see that now.
You can pick up the trade desk for less than 25X forward earnings.
Showing 481–500 of 529 · page 25 of 27
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