The Trade Desk: Amazon DSP Competition
Former Senior Director at FreeWheel
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The Trade Desk: Amazon DSP Competition(October 6, 2025)
Former Senior Director at FreeWheel
Interview Transcript
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Do you think DSPs like The Trade Desk will be able to squeeze more dollars from ad agencies, and will these ad agencies still give their inventory to DSPs?
No, I think there's a lot of competition. The biggest competitor to The Trade Desk is Amazon. Amazon doesn't care. If you move your money from The Trade Desk to Amazon, they will offer you a preferential CPM or rate on their technology. Amazon stands to make more money if you're running on Amazon's inventory in addition to off-platform, non-Amazon inventory. They can afford this margin because they're also a publisher, whereas The Trade Desk is not. The Trade Desk has said for a long time that they're not arbitraging inventory, but they are starting to create business terms with publishers where they get a discount on inventory, which is not transparent. I think there's a lot of risk in The Trade Desk's business from that perspective.
This is a snippet of the transcript.Contact Salesto get full access.
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