The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Vasily Karasyov - - Analyst
: Jeff, thank you very much for your comments regarding the guilty verdict and the Google trial. Obviously, there is a long process
ahead and we don't know how long that will be. But in the meantime, if Google does deemphasize their open Internet businesses,
as you positive. What exactly do you think will be the downstream implications for DSPs like the Trade Desk, there's SPs and all other
admittedly numerous participants in the open Internet value chain?
Question: Justin Patterson - KeyBanc Capital Markets Inc - Analyst
: Great. Thanks for the question. And I appreciate all the details regarding the quarter. Just on the Q2 guidance, with many large
brands speaking to increased uncertainty in their reports. How do you think about that in your Q2 guidance? And how are you
managing the business into the back half of the year where visibility is undoubtedly more clouded than it was at the start of the
year?
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MAY 08, 2025 / 9:00PM, TTD.OQ - Q1 2025 Trade Desk Inc Earnings Call
Question: Matt Swanson - RBC Capital Markets - Analyst
: Congrats on the quarter. I'm sure it felt really good to get this press release out. Jeff, on Amazon, it's gotten a lot of attention recently,
both in our investor meetings, but also in the press specifically around its DSP and the push into prime video ads. So I guess maybe
broadly, how are you thinking about the competitive landscape right now? And then specific to Amazon, are you seeing any noticeable
shifts in how Amazon shown as a competitor?
And then maybe a half question off that. Does Amazon and their data sets in CTV increase the need for other publishers to find and
work more closely with a partner like Trade Desk to compete effectively?
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MAY 08, 2025 / 9:00PM, TTD.OQ - Q1 2025 Trade Desk Inc Earnings Call
Question: Jessica Reif Ehrlich - BofA Securities - Analyst
: Jeff, the upfront SNP is next week, and you work with most of these publishers, some via Open Path, -- can you talk about the progress
that you're seeing in Open Path, I noticed that several new names in today's press release. the improvement that you're seeing for
both sides, both you and the publishers and maybe give us your overall expectations for how the upfront will play out?
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