The Trade Desk Faces Mounting Pressure as Amazon Strikes Netflix Deal

The advertising technology sector is experiencing significant upheaval as The Trade Desk, a prominent independent player, confronts an unexpected competitive challenge from e-commerce behemoth Amazon. Market sentiment turned sharply negative following Wednesday’s announcement of a strategic alliance between Amazon and Netflix that directly threatens The Trade Desk’s position in the digital advertising landscape.

Investors reacted swiftly to news that Amazon’s Demand-Side Platform will begin offering premium advertising inventory on Netflix starting in the fourth quarter of 2025. The development triggered substantial selling pressure on The Trade Desk shares as market participants expressed concern that advertising budgets could increasingly migrate toward Amazon’s expanding ecosystem. The company’s stock experienced a pronounced decline during Wednesday’s trading session as the... Read more...