Earlier today, The Trade Desk announced its long-rumored CTV OS, Ventura.
A key passage in Axios’ exclusive about the announcement (which TTD has promoted here, here, and here, so, clearly, they agree with the story) is this:
Existing OS providers, like Roku, Amazon’s Fire TV and Google’s Android TV, have a conflict of interest because they own content, Green said.
Why This Matters:
The mention of Roku is particularly intriguing, as TTD and Roku have collaborated closely this year.
In April, TTD and Roku announced a data deal granting TTD access to Roku Media data for its advertisers. Then, in August, Roku revealed it would adopt UID 2.0.
Will this partnership continue? We shall see! Investing.com has published a stock movement story, noting Roku’s shares are down while TTD’s are up, framing the shift around the Ventura news.
Experts React:
We’re not the only ones speculating about the future of TTD and Roku’s relationship. Here are some of the best tweets today about the situation:
If you see a great tweet, let us know on X and we’ll add it to the list.
Our Take:
Fun news day. May the speculation continue!
