Home The Big Story The Shifting Dollars Flowing Through Programmatic Pipes

The Shifting Dollars Flowing Through Programmatic Pipes

SHARE:

The way dollars move through programmatic pipes is changing.

On today’s podcast, we go inside our reporting that Omnicom moved a significant chunk of its spend from the Trade Desk DSP to Amazon DSP last quarter, revealing a power shift in the programmatic ecosystem and raising questions about how Omnicom manages the conflict of having Amazon, a company with a tech and media business, as a client.

The Amazon DSP is on the rise, gaining more adoption with its features and an improved user interface. Meanwhile, The Trade Desk’s quest to clean up the ecosystem has upset a hornets’ nest of industry partners, and investors are disappointed with its numbers this year.

AdExchanger Senior Editor Anthony Vargas, who uncovered this story, shares what industry insiders are observing about these DSPs and their changing relationships with agencies.

Then, Senior Editor James Hercher unpacks earnings of publicly traded DSPs and SSPs, during which multiple CEOs reported changes in programmatic spending flow. The Trade Desk’s strategy to buy through OpenPath is a likely factor in why dollars appear to be shifting for other programmatic players.

These changes are occurring against a backdrop of macroeconomic uncertainty – from tariffcs to inflation– that is affecting overall spending in the programmatic space. And holdcos, DSPs’ main clients, are facing economic pressure due not just to the advertising market but a tide of disruption from AI.

Must Read

Lionsgate Enters The Ads Biz With An Exclusive Ad Server

The film and TV studio Lionsgate has chosen Comcast’s FreeWheel as its exclusive ad server to help manage and sell the growing volume of ad inventory Lionsgate creates with new FAST channels.

Layoffs

The Trade Desk Lays Off Staff One Year After Its Last Major Reorg

The Trade Desk is cutting its workforce. A company spokesperson confirmed the news with AdExchanger. The layoffs affect less than 1% of the company.

A Co-Founder Of DraftKings Wants To Help Creators Monetize Content

One of the DraftKings founders now leads HardScope, parent of FaZe Clan, aiming to bring FaZe’s content and distribution magic to creators beyond gaming.

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

APIs Have Had Their Moment, But MCPs Reign Supreme In The Agentic Era

On Tuesday, Infillion launched fully agentic media execution platform built on MCP, marking a shift from the programmatic to the agentic era.

Albertsons Launches New Off-Site Click-to-Cart Tech

The grocery chain Albertson’s is trying to reduce the time and number of clicks it takes to add an item to an online shopping cart. It’s new click-to-cart product should help.

Pinterest Acquires CTV Startup TvScientific (Didn’t CTV That Coming)

Looks like Pinterest has its eyes – or its pins, rather – fixed on connected TV.