Home The Big Story The Big Story: Amazon – From Third To First?

The Big Story: Amazon – From Third To First?

SHARE:
The Big Story podcast

As much as Amazon’s advertising platform has grown in recent years, will it ever surpass Google or Facebook?

This week on The Big Story, the AdExchanger team looks at that question, and addresses some of the factors holding Amazon Advertising back – from availability of inventory, availability of data and the usability of its technology.

Of course, how Amazon values its advertising revenue is very different from how Google and Facebook value theirs – especially when one considers that at Amazon, advertising is a line of business rather than the line of business. So even though Amazon is likely aware of these issues, it might not be incented to devote its considerable resources toward solving them.

Put another way: Advertisers will keep using its platform, regardless of its clunky interface, or whether Amazon is activating the targeting mechanisms that ad buyers want.

One can clearly see, for instance, that buyers are still using Amazon’s DSP, which is among the top in consideration according to Advertiser Perceptions’ latest report. The gang also delves into that report.

In recent quarters, Amazon’s DSP has risen as a major challenger to Google’s. Most recently, The Trade Desk has also elevated itself in consideration.

We’ll look at how competition from Amazon and The Trade Desk have hit Google’s DSP, and why that might not be a bad thing for the search giant.

Must Read

Google Rolls Out Chatbot Agents For Marketers

Google on Wednesday announced the full availability of its new agentic AI tools, called Ads Advisor and Analytics Advisor.

Amazon Ads Is All In On Simplicity

“We just constantly hear how complex it is right now,” Kelly MacLean, Amazon Ads VP of engineering, science and product, tells AdExchanger. “So that’s really where we we’ve anchored a lot on hearing their feedback, [and] figuring out how we can drive even more simplicity.”

Betrayal, business, deal, greeting, competition concept. Lie deception and corporate dishonesty illustration. Businessmen leaders entrepreneurs making agreement holding concealing knives behind backs.

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.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

Paramount Skydance Merged Its Business – Now It’s Ready To Merge Its Tech Stack

Paramount Skydance, which officially turns 100 days old this week, released its first post-merger quarterly earnings report on Monday.

Hand Wipes Glasses illustration

EssilorLuxottica Leans Into AI To Avoid Ad Waste

AI is bringing accountability to ad tech’s murky middle, helping brands like EssilorLuxottica cut out bots, bad bids and wasted spend before a single impression runs.

The Arena Group's Stephanie Mazzamaro (left) chats with ad tech consultant Addy Atienza at AdMonsters' Sell Side Summit Austin.

For Publishers, AI Gives Monetizable Data Insight But Takes Away Traffic

Traffic-starved publishers are hopeful that their long-undervalued audience data will fuel advertising’s automated future – if only they can finally wrest control of the industry narrative away from ad tech middlemen.