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?
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MAY 08, 2025 / 9:00PM, TTD.OQ - Q1 2025 Trade Desk Inc Earnings Call
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?
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?
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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