Google’s Antitrust Reckoning: What It Means for the Open Internet, Programmatic Advertising, and the Future of Competition

By TechNext Archives
Cover image for  article: Google’s Antitrust Reckoning: What It Means for the Open Internet, Programmatic Advertising, and the Future of Competition

The April 17th, 2025, ruling against Google marks a seismic shift in the digital advertising ecosystem. For the first time in U.S. history, a federal judge has found that a dominant tech company unlawfully monopolized critical infrastructure in the ad tech stack. The case focused on Google’s dual role in operating the dominant publisher ad server (DFP) and the leading ad exchange (AdX), accusing the company of tying the two products together and unfairly disadvantaging rivals and publishers.

This is not just a blow to Google --it’s a wake-up call for the entire industry. And it presents a moment of profound opportunity: to reimagine programmatic advertising as a fairer, more open, and more transparent system that serves the interests of publishers, advertisers, and consumers, not just dominant platforms.

1. Understanding the Ruling: The Mechanics of Google’s Monopoly

At the heart of the DOJ’s case was the argument that Google used its control over both the sell side (publisher ad server) and the exchange layer (AdX) to unfairly preference its own systems over competitors. Publishers were effectively forced to use Google’s AdX if they adopted DFP, limiting competition from other exchanges and reducing publisher revenue. Google’s conduct created an “unlevel playing field,” reinforcing a system where Google won -- not necessarily because it offered the best performance or pricing -- but because it controlled the pipes.

The court’s findings include:

  • Tying of AdX to DFP was anti-competitive and exclusionary.
  • Preferential auction dynamics that allowed Google to favor its own demand.
  • Suppression of innovation by deterring the emergence of neutral and interoperable ad tech alternatives.

2. Implications for the Open Internet

The open internet -- once envisioned as a democratized platform where independent publishers could thrive -- is at an inflection point. For years, the promise of programmatic advertising was to provide equal access to monetization tools for all content creators. Instead, consolidation and opaque systems have skewed the playing field.

This ruling may restore some balance. If enforced properly, potential remedies (such as requiring Google to divest parts of its ad tech stack) could:

  • Create a more competitive ecosystem where independent publishers can choose best-in-class solutions rather than being locked into Google’s walled garden.
  • Raise revenue share for publishers by reducing take rates and increasing transparency.
  • Encourage the return of innovation and experimentation in ad tech.

In short, a freer market benefits the open internet. It gives smaller voices a chance to monetize, survive, and even thrive.

3. The Trade Desk, Octillion, Others: Positioned to Lead a Post-Google Programmatic Era

Companies like The Trade Desk and Octillion Media, among other DSP’s leading the charge on transparency and ethics -- who have long championed ethical, transparent, and outcome-based advertising -- are poised to benefit immensely from this shift!

The Trade Desk: A Neutral Buying Platform with Global Scale for National and Global Buyers

The Trade Desk has consistently argued for an open internet where publishers, buyers, and consumers are not beholden to vertically integrated giants. Jeff Green, CEO, has been vocal about the need to break up monopolistic control in digital advertising and even suggested that Google should “exit the open web.”

Post-ruling, buyers may seek out platforms like The Trade Desk because:

  • It does not own inventory or publisher-side tools.
  • It operates with a clear separation of interests between buyer and seller.
  • It has invested in Unified ID 2.0 and other privacy-first identifiers that could become industry standards in a post-cookie world.

Premion Powered by Octillion Media: Transparent, Ethical, and Built for the Independent Market to Win Local and Regional

Octillion Media was founded on the belief that working media dollars should work—not be siphoned off by hidden fees, rebates, and preferential deals. Built as a transparent DSP focused on outcome optimization, Octillion is ideally suited for advertisers and agencies who want clarity and fairness.

Here’s how the landscape shift favors Octillion:

  • Publishers now have more freedom to integrate with non-Google pipes, increasing Octillion’s access to premium inventory.
  • Advertisers are rethinking platform loyalty and seeking DSPs with mutually aligned incentives.
  • Octillion’s transparent auction dynamics, TAG TrustNet certification, and fraud-free guarantees align perfectly with a more regulated, accountability-first future.
  • Octillion is purpose built for local and regional buyers and has patented tech that benefit these buyers including co-op/channel marketing teams and more.

In this new reality, ethical, performance-driven DSPs can finally compete on merit -- not on whether they sit within Google’s walled infrastructure.

4. What This Means for Amazon

Though not directly targeted in this antitrust case, Amazon looms large in the background of this decision.

With its rich first-party data and growing ad revenues, Amazon is often seen as the next major ad tech giant. This ruling sends a clear message: dominant platforms will be scrutinized not just for size, but for how they use that dominance across the supply chain.

Key considerations for Amazon:

  • Vertical integration -- Amazon controls both inventory (retail media, Prime Video, Twitch) and demand (via DSP). If it leverages this in a way similar to Google’s practices, regulators may soon turn their gaze toward Amazon.
  • Retail media growth -- As advertisers divert spend from Google, Amazon’s first-party data becomes more valuable. Expect an influx of interest, especially from CPG and performance advertisers.
  • Transparency concerns -- Amazon has been criticized for limited insight into ad pricing, performance attribution, and true auction dynamics. The new regulatory environment could force more disclosure and interoperability.

While Amazon will likely benefit from Google’s diminished control, it will also need to evolve its practices to stay ahead of potential regulatory backlash.

5. The Future of Programmatic: A Call for Reform, Not Just Realignment

This ruling is not a cure-all. The industry has spent over a decade layering complexity, opacity, and fragmentation atop the original promise of real-time bidding. But it is a starting point -- a moment when we can reimagine what programmatic should be.

What the industry must do now:

  • Rebuild trust through transparency in pricing, auction mechanics, and ethics in data use.
  • Support open standards like RampID, UID2.0 and Prebid that give publishers and buyers flexibility.
  • Shift toward business outcome optimization -- stop optimizing for impressions and CPMs and start optimizing for real results.
  • Break the rebate addiction -- align incentives so buyers serve advertisers, not themselves.
  • Utilize AI and ML to help buyers be smarter marketers.

A word of caution:

Merely removing Google from the equation won’t fix programmatic. If Amazon, Meta, or another walled garden steps in with the same monopolistic playbook, we’ll be back where we started. True reform requires the industry to embrace competition, interoperability, and ethical innovation.

Conclusion: A Once-in-a-Generation Reset

The Google antitrust ruling is the biggest turning point for ad tech since the invention of programmatic. It has the potential to:

  • Restructure power dynamics across the digital media supply chain.
  • Empower smaller players -- like Octillion and others as well as larger leaders like The Trade Desk -- to bring fairness and performance back to the forefront.
  • Renew the promise of the open internet as a place where independent voices can compete, thrive, and be heard.
  • Ask questions and become more informed buyers!

But this will only happen if we, as an industry, choose to rise to the occasion.

For advertisers, now is the time to audit your partners, rethink your tech stack, and prioritize platforms that deliver transparency and outcomes. While perceived painful, the alternative as we continue to see is far worse.

For publishers: demand neutrality and control over your monetization strategy.

And for regulators: this case sets precedent -- but it should also serve as a blueprint for ongoing vigilance.

The open web, and the future of media, depends on what we do next.

Click the social buttons to share this story with colleagues and friends.
The opinions expressed here are the author's views and do not necessarily represent the views of MediaVillage.org/MyersBizNet.

 

Copyright ©2025 MediaVillage, Inc. All rights reserved. By using this site you agree to the Terms of Use and Privacy Policy.