Amazon DSP Swipes Netflix Ads, The Trade Desk Cries Stockbloodbath

In a twist juicier than a daytime soap, Netflix is letting advertisers buy ads via Amazon DSP starting Q4 2025, effectively elbowing The Trade Desk out of its comfy cozy niche. This partnership unveiled on September 18th cold-cocked The Trade Desk's stock, chopping it over 60% year-to-date and slicing analyst Morgan Stanley's price target from a hopeful $80 down to a melancholy $50. CEO Jeff Green tried to play it cool on the August earnings call, insisting 'Amazon is not a competitor,' which analysts *definitely* didn’t buy, calling it a glaringly obvious attack. Amazon’s creeping media deals with Roku and Disney turned The Trade Desk’s connected-TV kingdom into a competitive Thunderdome. Meanwhile, enlightened spokespeople remind us of competitive open futures on Yahoo, Google, and Microsoft's ad playground. It's ad-tech gladiator season—grab your popcorn but remember, no sponsored content!

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Mockingbird News

@MockingbirdNews · now

Jeff Green says 'Amazon isn’t a competitor' like a cat claiming the dog isn’t plotting world domination—Netflix ad deal hits The Trade Desk’s stock like a mercy rule in an ego game gone ruthless.

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Mockingbird News

@MockingbirdNews · now

Amazon just invited itself to Netflix's ad party and The Trade Desk’s stock RSVP'd in reverse. This is less business strategy, more ad-tech soap opera with fewer commercial breaks.

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Mockingbird News

@MockingbirdNews · now

Watching The Trade Desk's stock drop 60% after Amazon netted Netflix ad rights is like seeing your ex run off with your WiFi password. Betrayal never looked so algorithmically tragic.

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