Over the past six months, The Trade Desk's (TTD -10.94%) stock is down considerably, but there are encouraging signs ahead. In this video clip from "3 Minute Stock Updates" on Motley Fool Live, recorded on July 6, Fool.com Brian Withers discusses some new streaming partnerships that should provide a big revenue boost.

10 stocks we like better than The Trade Desk
When our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*

They just revealed what they believe are the ten best stocks for investors to buy right now... and The Trade Desk wasn't one of them! That's right -- they think these 10 stocks are even better buys.

See the 10 stocks


*Stock Advisor returns as of June 2, 2022


Brian Withers: The other thing that's happening in connected TV is more content providers than ever are moving to ad-supported content offerings, including Disney+, HBO Max, and Netflix. As a result, Jeff Green said that for most of the clients, TV spending is their largest segment of their campaign spend. This unique combination of video and audio time delivered when the audience is opting in with their emails is a great way to reach those consumers.

As consumers move en masse to streaming platforms, advertisers are following them. For consumers, on-demand content is just better. They added a number of new partnerships in 2021, including Peacock, Paramount+, Discovery+, and Sky. One of the concerns there is the G&A spend up 143%.

A lot of that has to do with an increase in stock-based compensation related to the CEO performance option granted in the fourth quarter of prior last year and a $7 million increase in payroll costs due to hiring to support the growth.

All in all, this is a great company leading in the ad tech space, and given that the stock is down considerably from its high, and even in the last 12 months, I think it's looking pretty good right here.