Amazon DSP

On Tuesday, Amazon DSP announced an expanded integration with satellite radio company SiriusXM.

Morgan Stanley downgrades The Trade Desk; Warner Bros. Discovery and Nielsen announce a new deal; and brands aren’t sold on virtual influencers.

SSPs aren’t thrilled by TTD characterizing them as “resellers”; Amazon DSP just announced a new partnership to sell Netflix inventory; and pharma brands will be subject to stricter regulations, per the FDA.

GAM’s dinner with ad agencies sparked speculation that Google is preparing to spin off its bundled SSP and ad server as a remedy to its ad tech monopoly. But Google says it’s just part of the trend of SSPs going direct to buyers.

CAPI integrations have moved from a nice-to-have to a necessity for anyone operating within walled garden environments. Now they’re laying the groundwork for an outcomes-driven ad ecosystem.

Roqad is buying Zeotap’s third-party data biz to boost its identity resolution capabilities, but also for access to key integrations with major ad platforms.

The competitive set has shifted and it’s stacked against independent DSPs. But, instead of chasing what competitors already own, TTD can own what they can’t: trust.

The Trade Desk has won the battle for supremacy on the open internet, says Needham & Company’s Laura Martin. But it might just be losing the war for the future of the web to walled gardens and AI search.

Hearst has seen improvements in addressability between 30% and 200% since introducing AURA, its AI-powered ad targeting solution, last year.

The Amazon DSP vs. The Trade Desk rumor mill; How SharkNinja has stayed sharp; Why nothing beats organic.