After just one year, Netflix's (NFLX) ad-tier subscription service has over 40 million users. The Trade Desk shares (TTD) have popped on the news that Netflix will launch its own ad-tech platform.

Citi Analyst Ygal Arounian joins Market Domination to comment on what Trade Desk's automation software has to gain on this opportunity.

"Netflix is 20% of viewership. and that ad platform is expected to grow. So what that means, bottom line for the trade desk, and on our estimates, we think that the billings, the dollars that are running through The Trade Desk in 2025, that's an incremental $500 million, or about 3 to 4% of growth that's just in 2025," Arounian says.

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This post was written by Luke Carberry Mogan.