How PubMatic Countered A Big DSP’s Spending Dip In Q3 (And Our Theory On Who It Was)
In July, PubMatic saw a temporary drop in ad spend from a “large” unnamed DSP partner, which contributed to Q3 revenue of $68 million, a 5% YOY decline.
In July, PubMatic saw a temporary drop in ad spend from a “large” unnamed DSP partner, which contributed to Q3 revenue of $68 million, a 5% YOY decline.
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.
TTD turns its back on SSPs; scientists are finding a home on Bluesky; and a hacker used Anthropic’s Claude to plan a cybercriminal operation.
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.
CEO Jeff Green pushed back against the idea that DSPs are increasingly competing with SSPs and vice versa, saying it was a fabrication of the trade press.