The Refresh News: July 21 - Trade Desk Makes History, NBCU Scores Big on Sports, and Delta Bets on AI Pricing

This week’s episode of The Refresh skips the usual industry drama to spotlight three major developments in advertising and media. Host Kait walks through The Trade Desk’s milestone entry into the S&P 500, NBCUniversal’s record-setting upfront performance, and Delta’s bold use of AI for personalized airfare pricing. From validating independent ad tech to the future of programmatic sports buys and the controversy surrounding dynamic pricing, the episode unpacks where innovation is winning, and where it’s raising eyebrows.

• The Trade Desk Joins the S&P 500: The Trade Desk became the first pure-play ad tech company in over 20 years to join the S&P 500, a sign of its financial strength, consistent profitability, and key role in the digital advertising ecosystem.
• Stock Surge Following Announcement: Following news of its inclusion, The Trade Desk’s stock jumped 14% on July 14. Historically, companies newly added to the index see a 13–14% gain over the next year.
• NBCUniversal’s Best Upfront Ever: NBCU reported a 15% YoY increase in total upfront commitments, with a 45% spike tied to sports. One-third of upfront spend went to Peacock, marking its largest digital upfront to date.
• Programmatic Drives New Advertiser Growth: NBCU attracted more small and midsize advertisers this year, many of whom used programmatic buying. Their programmatic revenue alone reached $1 billion in this cycle.
• Delta’s Controversial AI Pricing Rollout: Delta plans to use AI to set prices for 20% of domestic tickets by the end of 2025. While positioned as innovation, critics have raised concerns over potential bias and lack of transparency in AI-driven fare models.

Learn more about your ad choices. Visit megaphone.fm/adchoices