Welcome to the Quo Vadis podcast series dedicated to one-to-one interviews with the speakers who took the stage at the AdTech Economic Forum.
In this pod series, we get to know what our esteemed speakers are up to touching on their career journeys and hearing their unique perspectives across the many facets shaping the AdTech scene.
Takeaways:
- Shweta Khajuria's Background 💼: Shweta Khajuria, an equity research analyst from Wolf Research, has over 10 years of experience covering internet companies, including AdTech, e-commerce, and subscription-based businesses.
- Challenges in AdTech Analysis ❓: Analyzing AdTech companies is challenging due to the industry's complexity and lack of transparency, making it difficult to assess product and platform quality.
- AdTech Industry Evolution 📈: The AdTech industry has evolved, becoming more well-known and consolidated, with improved perception thanks to companies like Trade Desk.
- AdTech's "Holy Trinity" 💰: The AdTech industry is characterized by the desire for good, easy, and cheap solutions for buyers, which is a unique dynamic compared to other markets.
- AdTech Consolidation Trends 🤝: The AdTech sector is consolidating, with demand and supply sides merging, potentially leading to fewer SSPs and DSPs.
- CTV and Retail Media Growth 📺🛒: CTV and retail media networks (like Amazon and Walmart) are significant growth areas, with discussions around Trade Desk's operating system and potential acquisitions like Critio.
- Google's AdTech Business ⚖️: The regulatory environment and potential outcomes of the Google ad tech case are closely watched, with uncertainty about the impact on SSPs and DSPs.
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