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September 11, 2025 3 mins
The advertising industry has seen major developments within the past 48 hours, centered around powerful deals, rapid technological innovation, and changing consumer behavior.

On September 10, 2025, a landmark partnership was announced between Netflix and Amazon Ads. Starting in Q4 2025, advertisers using Amazon DSP will gain direct access to Netflix’s premium ad inventory across 11 countries including the US, UK, Germany, and Japan. This aligns with Netflix’s broader push into programmatic advertising, joining previous deals with The Trade Desk, Google DV360, Microsoft, and Yahoo DSP. The strategic intent is to simplify TV ad planning by consolidating ad buying on Amazon’s platform. Netflix has also been rolling out advanced targeting, such as mood targeting and postal code precision, particularly in Europe and emerging markets[1].

Also on September 10, 2025, PayPal Ads and PubMatic teamed up to launch commerce-driven advertising. This integration connects PayPal’s transaction graph data with PubMatic’s Activate platform, enabling brands to target audiences by verified purchase behavior instead of assumptions. Early pilots showed strong performance, notably with a beauty retailer exceeding industry benchmarks. This responds to advertisers’ increasing demand for privacy-compliant, accountable marketing that delivers measurable outcomes amidst declining returns from traditional behavioral targeting[2].

Paid advertising continues to rise in importance. According to a recent industry report, 68 percent of agency leaders believe paid media will be the most effective channel in 2025, up sharply from prior years. Eighty-nine percent now see PPC as a core offering, surpassing SEO for the first time. This reflects the impact of AI: 58 percent of agencies report faster workflows thanks to automation but note rising content saturation and ongoing adaptation to frequent Google updates[3].

Retail and commerce media are converging with connected TV, driving innovation in omnichannel storytelling, precise targeting, and new measurement frameworks. New guidelines on incrementality measurement are set for public comment in September 2025[4].

Ad industry leaders are adapting by integrating commerce and media strategies, embracing AI tools for creative efficiency, and focusing on closed-loop measurement. Despite economic caution and Gen Z’s 23 percent expected cutback in holiday spending, total US holiday sales are still projected to top 1.6 trillion dollars this year, with ecommerce adding 310 billion according to Deloitte[7].

For great deals today, check out https://amzn.to/44ci4hQ

This content was created in partnership and with the help of Artificial Intelligence AI
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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
The advertising industry has seen major developments within the past
forty eight hours, centered around powerful deals, rapid technological innovation,
and changing consumer behavior. On September ten, twenty twenty five,
a landmark partnership was announced between Netflix and Amazon Ads.
Starting in two four, twenty twenty five, advertisers using Amazon

(00:24):
DP will gain direct access to Netflix's premium ad inventory
across eleven countries, including the US, UK, Germany, and Japan.
This aligns with Netflix's broader push into programmatic advertising, joining
previous deals with the Trade Desk, Google DV three six zero, Microsoft,
and Yahoo DSP. The strategic intent is to simplify TV

(00:56):
ad planning by consolidating ad buying on Amazon's play. Netflix
has also been rolling out advanced targeting such as mood
targeting and postal code precision, particularly in Europe and emergent
markets bad Also on September tenth, twenty twenty five, PayPal
Ads and Pubmatic teamed up to launch commerce driven advertising.

(01:18):
Disintegration connects PayPal's transaction graph data with Pubmatic's Activate platform,
enabling brands to target audiences by verified purchase behavior instead
of assumptions. Early pilots showed strong performance notably with a
beauty retailer exceeding industry benchmarks. This responds to advertisers increasing

(01:38):
demand for privacy compliant, accountable marketing that delivers measurable outcomes
amidst declining returns from traditional behavioral targeting targeting. Paid advertising
continues to rise in importance. According to a recent industry report,
sixty eight percent of agency leaders believe paid media will

(01:59):
be the most effective channel in twenty twenty five, up
sharply from prior years. Eighty nine percent now see PPC
as a core offering, surpassing SEO for the first time.
This reflects the impact of AI. Fifty eight percent of
agencies report faster workflows thanks to automation, but note rising

(02:19):
content saturation and ongoing adaptation to frequent Google updates. Retail
and commerce media are convergent with connected TV driving innovation
and omni channel storytelling, precise targeting, and new measurement frameworks.
New guidelines on incrementality measurement are set for public comment

(02:39):
in September twenty twenty five. Ad industry leaders are adapting
by integrating commerce and media strategies, embracing AI tools for
creative efficiency, and focusing on closed loop measurement. Despite economic
caution and gen Z's twenty three percent expected cutback and
holiday spending, total US holiday sales are still projected to

(03:02):
top one point six trillion dollars this year, with e
comms adding three hundred ten billion, according to Deloitte
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