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Subject:  Re: Magnite Making Its Move Date:  11/19/2020  5:47 PM
Author:  Tryingmybest Number:  73622 of 77930

“Both TTD and MGNI have well-developed CTV capabilities, and they are growing 100%+.“

Beth Kindig did an amazing report on ROKU, MGNI and TTD. It’s unfortunate that I cannot share the details of the report, and my comments above admittedly were way to general and therefore misleading.

I will say that the advantages that ROKU and MGNI has going forward is that they aren’t a third party provider like TTD is so they can sell their services cheaper then TTD.

There is a lot more in the report, maybe she will release it on a public platform at some point, but it’s very detailed and very much worth a read.

Long ROKU and MGNI
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