AMZN Amazon.com, Inc. Loading...

From TTD earnings calls
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21:00
May 07 ◎
Jeff Green CEO, The Trade Desk, Inc. TTD Q1 FY26 call
TTD's retail data marketplace now covers more than 80% of top US retail sales, dramatically more than Amazon's sub-15% share, giving TTD a structural advantage in off-site retail media. — This data advantage is a direct counter to Amazon's walled-garden retail media dominance and positions TTD as the primary off-site partner for most US retailers.
AMZN
MED
22:00
Feb 25 ◎
Jeff Green CEO and Co-founder, The Trade Desk, Inc. TTD Q4 FY25 call
TTD positions itself against Amazon by emphasizing objectivity, noting Amazon's focus on O&O inventory and internal channel conflict; implies a competitive, not existential, threat.
AMZN
HIGH

About AMZN Analyst Coverage

Buzzberg tracks AMZN (Amazon.com, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Jeff Green.