""This year, they'll [Amazon] do about seventy billion dollars in advertising,""
""About ninety percent of that is in Sponsored Listings. It's competing with Google Search and emerging AI search. We're not building the Google Search competitor.""
""Amazon's DSP is mostly about buying Prime Video, and very little is buying the open Internet.""
""In advertising, Amazon first competes with Google then it competes with Netflix and Disney,""
Amazon's advertising business generated $17.7 billion in the last quarter and is expected to reach roughly seventy billion dollars annually, with about ninety percent in Sponsored Listings that compete primarily with Google Search and emerging AI search. Prime Video ad inventory represents a smaller streaming ad market measured in the low billions and competes more with Netflix and Disney. Amazon's DSP focuses mainly on purchasing Prime Video inventory and has limited open-internet reach. The Trade Desk positions itself as a neutral demand-side platform allocating spend across the open web amid potential conflicts when buyers own media.
#amazon-advertising #programmatic-advertising #sponsored-listings #demand-side-platform-dsp #streaming-video-ads
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