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Could Amazon’s Ad Business Become An FTC Target?

If you had been paying attention to all the various lawsuits and federal cases pending against big tech (and there sure are a lot), you knew it was coming. Yet it was still a shock – Google lost, and was officially named as an anti-trust violator this week by a federal judge. This case was specifically about Google abusing its power by squeezing competitors out of search distribution deals. What that means for advertising in the near term is unclear – as the bigger hammer is set to come down next month, when the other Google anti-trust case – the ad-tech one – lands.

While we wait to see if that one leads to a Google breakup, there are lot more cases to come, including one against Amazon. The Amazon case is focused on Amazon’s core ecommerce business. But one wonders: Given that Google may be forced to separate ad selling from programmatic, and that Amazon suddenly has a massive – some would say monopolistic – ad business on its platform, that it could face a similar push.

Of course, that would mean that the FTC moves quickly – which is something that just doesn’t seem to be in its DNA. More likely, they force Amazon to divest its ad platform in 2032.


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