This bears repeating as Sellthedream eluded to it. Here is the link in case you didn't see this:
https://www.cnbc.com/2021/01/28/walmart-partners-with-the-trade-desk-for-ads-business-.html 160 million customers visit its stores or its website every week. Sounds to me like Unified ID 2.0 will thrive with a giant like Walmart in the fold. You either follow or get left behind.
Now imagine, for example, all the companies that supply Walmart, and how they can target you to buy their products.
A perfect example is our new customer Purina. They can convert you through the Illumin customer journey vs. going for Pedigree, Iams, Cesar, etc. I don't have a dog, but I just took a look at all the dog food options on the Walmart website and there is a ton, making Illumin that much more valuable.
Nestle will probably add more of their brands after they see how successful Illumin will be for Purina. Think about all the other CPG companies that sell into Walmart that will follow suit, and this is just one industry, and it is a super competitive one, where gaining an edge is so important.
I think the case for TTD to buy AT is getting stronger. Stay strong longs and have a great weekend! GLTA.