Digiday Daily
The Amazon threat to The Trade Desk is inevitable — just not immediate.
August 13, 2025

The Trade Desk holds its own against Amazon’s growing, but still distant threat

Earnings show a 22% lift for Amazon Ads this quarter — now near $16 billion. But has The Trade Desk actually lost ground? Not quite. Our breakdown of agency spending patterns shows a more complex reality.

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Ivy Liu
The Amazon threat to The Trade Desk is inevitable — just not immediate.

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The adoption of AI tools like agentic offerings and smarts in new hires to power more of media agency workings continues to pick up pace.

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