Home The Big Story The Shifting Dollars Flowing Through Programmatic Pipes

The Shifting Dollars Flowing Through Programmatic Pipes

SHARE:
Logo for AdExchanger's Big Story podcast, with journalistic insights on advertising, marketing and ad tech

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.

Tagged in:

Must Read

Viant Sees A Growth Wave Coming, But First Marketers Must Really Ditch Walled Garden Ad Tech

Viant’s modest growth story took a backseat to a far louder claim: that fed-up advertisers are finally ready to ditch the rigged economics of Big Tech’s walled gardens.

Amazon’s Interactive CTV Ad Suite Now Includes Creative Optimization

Amazon Ads expects this year’s television upfronts to be an outcomes-focused affair. That may explain why the company preempted its Monday evening presentation by announcing the launch of a new ad product called Dynamic TV Creative.

Is Agentic Commerce An Oasis Or Mirage?

For companies like Shopify, Criteo and Instacart – and even for giants like Amazon and Walmart – figuring out if the agentic oasis is real or a mirage is their priority No. 1.

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

PubMatic’s Agentic AI Is Going Beyond Direct Deals

PubMatic has run more than 30 fully autonomous, end-to-end agentic campaigns through the SSP’s AgenticOS platform, in addition to more than 1,000 direct publisher deals.

The Trade Desk Has A Grand Vision, But Needs A New Breed Of CMO To Make It A Reality

TTD CEO Jeff Green laid out the DSP’s plan for winning in a new world of advertising that – AI aside – necessitates major changes in how marketers behave.

A Publisher Didn’t Get Its UID2 Setup Right. The Trade Desk Didn’t Notice. What Went Wrong?

TTD confirmed that this CTV publisher’s errors would have made its UID2s useless for ad targeting. But TTD also said it wouldn’t have had enough information to flag the issue.