APP
Advertising Agencies · Communication Services
Analyst
SSR
Equibles does not estimate personal net worth.
Tim Nolan is recorded as Analyst at SSR. Tim Nolan has spoken on 12 earnings calls and 1 other investor event across 6 companies, most recently for AppLovin Corp on November 4, 2026. Those appearances were for AppLovin Corp (APP), Trade Desk, Inc. (TTD), Magnite, Inc. (MGNI), Criteo S.A. (CRTO), DoubleVerify Holdings, Inc. (DV) and 1 other company. The companies whose calls Tim Nolan spoke on are classified in the Communication Services sector.
“I have a question about data, and it's about data provenance versus data processing. The question is really, who owns the data in your transactions? Is it your mediation platform that processes the data, or is it like the original game developer or the monetization platform that handled the transaction?”
“I'd like to pick up on the concept of universal ad platforms and the effort you've been building, which is partly an agentic question, but it's partly a Clearline question, I think, as well.”
“Hi, I'd like to ask a question also about your partnership with OpenAI, which you were very early in announcing. I think it was earlier this year.”
“Jeff, you've had a lot of announcements about some management additions over the last year, really, but especially even in the last month or so. And you mentioned this a bit in the preparator marks.”
“I'd like to ask you about the state of the ad supply chain, given that Agentec AI really collapses the supply chain in a lot of ways, and you've got this newish buyer agent.”
SSR
Analyst
Transcript header (unverified)
APP
Advertising Agencies · Communication Services
TTD
Advertising Agencies · Communication Services
MGNI
Advertising Agencies · Communication Services
CRTO
Advertising Agencies · Communication Services
Advertising Agencies · Communication Services
Advertising Agencies · Communication Services