Jeff Green
CEO of The Trade DeskWikipedia
30
MENTIONS
11
EPISODES
10
PODCASTS
Search complete. 30 mentions across 11 episodes found for "Jeff Green".
Sep 17, 2026
James HercherPANELIST
um and there was a a very precipitous drop like if you see you know if you google like trade desk stock and you know look at a five-year graph it's like you can see that day is clear as clear as day it's right there in the middle of the graph um and yeah i think their stock dropped by more than half and sort of since then they've really been struggling to play catch up they have had a series of executive Departures, as you noted, the whole C-suite has turned over and they have had a bunch of new hires.
James HercherPANELIST
Their most recent call, Jeff Green listed them out, some big names that I think they were lured there.
James HercherPANELIST
I don't know what those compensation packages are, but they were pretty significant for sure.
James HercherPANELIST
And then most recently, this past quarter that they announced it's They brought down their guidance.
James HercherPANELIST
So so, yeah, tough, tough times.
James HercherPANELIST
And they have.
James HercherPANELIST
attribute it to all things i remember in that february last year when jeff green said literally like an individual he did he said like we're not going to name anybody and sort of like put the the spotlight on them but like there was an actual like human mess up that caused us a sort of a miss on CTV.
James HercherPANELIST
They've talked about Kokai as a problem.
Andrew MoleGUEST
There's obviously a lot of, well, there's a couple of companies that for whom that is the definition of agentic, and that's obviously fairly self-interested because they're existing programmatic platforms.
Andrew MoleGUEST
We all wait with bated breath, Jeff Green and the Trade Desk team's latest update, which seems to be Google's oldest update and exactly what PubMatic have been doing, but let's see where they go with that.
Daevid RichardsHOST
Mm.
Andrew MoleGUEST
But then there's true agentic, which is kind of agent-to-agent buying, where you, you're not just trying to sort of jury-rig old infrastructure with an agent over the top of it trying to replace that way of buying.
Mike ZemanGUEST
They've done a lot of great work, uh, with folks like Upwork, if you remember the, um-
Ari PaparoHOST
um-'80s dead CEOs that were skeletons, like doing business.
Ari PaparoHOST
Pretty, pretty interesting work.
Ari PaparoHOST
Um, and then, yeah, you sort of, um, you know, hold, y- lock arms with your creative teams internally and externally, go in to sell it into your CEO and, you know, uh, that's, that's sort of gate one, get that done, and then you kind of push it out there, and you hope that not no more than 5% of the people hate it 'cause, you know, you want some of them to hate it, otherwise it's not breaking through.
JamieHOST
The company was taking longer than expected to roll out to customers, which hurt revenues, and it was also going to make a bunch of organizational changes to ensure this didn't happen again.
JamieHOST
the founder and CEO, Jeff Green, basically explained that they could have tweaked things to prioritize hitting short-term targets and keep the market happy, but instead they made decisions that they believe were better for the long-term product and future of the trade desk, which is absolutely fine with us.
AndreeaHOST
We actually used an analogy that we've used plenty of times on this podcast, which is taken from Motley Fool co-founder David Gardner about looking for dark clouds that you can see through.
AndreeaHOST
Basically, if something goes wrong with a business, is it a long-term problem or is it just a dark cloud that will pass in time to reveal the blue skies that were already there? Basically, is a problem permanent or temporary?
JamieHOST
From these results and Jeff Green's commentary, we thought Kokai was just a dark cloud we could see through.
JamieHOST
And even looking back, I think that's a reasonable conclusion for us to have come to.
JamieHOST
This is a company that had been fantastic for years, and so we had every reason to believe it was simply a speed bump that this strong team could fix.
JamieHOST
namely huge amounts of data from its customers, huge platforms like Amazon.com or Prime Video on which it could place adverts, and the fact that it didn't really need to make a profit yet with its advertising platform, so it could really undercut the trade desk on price.
Brian WieserGUEST
What we can put together is that it looks like Jeff Green has sort of maintained the sort of founder's approach to a company where it's focusing on his belief about where the world is and should go.
Brian WieserGUEST
And that can help a company when you've got a really clear point of view about where the product market fit is.
Brian WieserGUEST
That's a lot harder to apply at this stage of a company's place in the market.
Luke StillmanGUEST
And I think the market is just looking at this decelerating growth and not really seeing a shift coming.
Mike ShieldsHOST
Brian, you want to jump in here?
Brian WieserGUEST
Yeah, I mean, my observations, and not really knowing the specifics, I don't know that we've seen, you know, department by department impact, seen some of the names on the... career everyone else has my guess right now is that Jeff Green has a very clear view clear to himself as to what they need to do and feels that they had not been able to execute against
Luke StillmanGUEST
those things
Brian WieserGUEST
and rightly or wrongly I think wrongly in many cases we might suggest he's going down that path and trying to figure out how to get there and if I understand correctly they're just trying to eliminate people because yeah you're just gonna just kind of trim the fat a little bit right like it's not the cost per se as much as the people and what i mean by that is any bureaucracy forms around a set of choices and sometimes the bureaucracy begets more bureaucracy and it makes make choices happen i'm not saying that's what's happened here at all i have seen this in agency land for sure And I don't think that's what's happening here necessarily.
Marco MatosGUEST
But yeah, Trey Dess is in the game.
Marco MatosGUEST
I'm not one to bet against Jeff Green.
Marco MatosGUEST
There's a lot going on with that company.
Marco MatosGUEST
But yeah, this kind of makes sense.
DotHOST
First, the Trade Desk is cutting its global workforce by around 15%, affecting about 575 employees.
DotHOST
CEO Jeff Green calls it a strategic resource shift, not a sign of financial trouble, noting the company has $1.5 billion in cash and no debt.
DotHOST
Affected employees will receive transition packages, though further details are still pending.
DotHOST
In the UK, Vodafone 3 has launched Vodafone TV.
speaker_0HOST
In every trade publication.
speaker_0HOST
Jeff Green couldn't sneeze without someone writing about fee transparency.
speaker_0HOST
Amazon gets accused of manipulating the exact mechanic advertisers were told to trust.
speaker_0HOST
And the trade press goes quiet.
Dan LarkmanGUEST
Yeah, so prior to founding Keynes, I was an exec at Steelhouse that became Mountain.
Dan LarkmanGUEST
And so I was in conversations with Jeff Green from Trade Desk talking about the rise of Hulu and programmatic ads within Hulu.
Dan LarkmanGUEST
And it was really for us, the conversation was, Every new channel that comes out, I've always said, it needs to be one or two degrees away from what everyone understands.
Dan LarkmanGUEST
And everyone understood TV, everyone understood digital, and connected TV was that intersection between both, where you're getting the best of digital, but you're also getting the prestige of TV.
Richard GreenfieldGUEST
Not all investors have the patience.
Richard GreenfieldGUEST
But look, I compare it to someone like Jeff Green at Trade Desk, who, you know, is blaming everyone but himself for their challenges.
Ari PaparoHOST
[laughs]
Richard GreenfieldGUEST
Like, Adam is owning their challenges, and I think he really is committed to figuring this out.
11 MINS LATER
Richard GreenfieldGUEST
Like, the, the, the targeting is better.
Richard GreenfieldGUEST
The ROI is better.
Richard GreenfieldGUEST
And so y- the, the reality is I feel like Jeff's insistence, Jeff Green, the founder, his insistence on not moving into first-party data has been a fundamental mistake, and he doesn't, he is completely unwilling to change that view.
Richard GreenfieldGUEST
It is so sort of fundamental to his belief of running the company.
1 more episode mentions Jeff Green.
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