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Susan Wu, associate vice president of marketing research, PubMatic
After decades of fragmentation punctuated by episodic roll-ups, digital advertising has entered a different kind of consolidation phase: one driven by AI and supply path discipline, not just M&A. As marketers push for fewer hops, lower latency and transparent economics, and publishers seek durable yield with less operational drag, the path to a unified, two-sided tech fabric is finally practical.
The cost of fragmentation
Buyers today often operate between eight and 12 disconnected point solutions: DSPs, verification vendors, fraud detection, attribution and creative optimization, to name a few. Publishers mirror this complexity with separate yield tools, header bidding wrappers, identity solutions and reporting dashboards that rarely agree with one another. Each handoff introduces latency, data loss and fee opacity. When something breaks, troubleshooting means stitching together logs from half a dozen vendors with incompatible taxonomies.
The real breaking point is strategic. As AI becomes essential, fragmentation caps performance. Machine learning requires unified data. When impression or viewability means different things across systems, intelligence can’t compound. This is why 88% of marketing teams are using generative AI in production, experimentation or exploration environments, and why buyers allocate 53.7% of media budgets to supply path optimization efforts (according to a 2025 “Brand Perception Study” commissioned by PubMatic and conducted by Forrester). But SPO alone only fixes routing, not the underlying infrastructure problem.
Why this moment is different
What separates this wave of unification from past ones is the convergence of two powerful forces: the rise of agentic AI and the discipline of supply path optimization.
A unified AI layer is finally viable. Forrester’s research found that roughly one in four marketers (25%) already operate production-level AI environments for tasks like summarizing insights or optimizing media plans. This maturity is transforming AI from isolated helpers into a connected intelligence layer that can support planning, activation and troubleshooting within a shared data environment.
SPO has become a forcing function. Top motivations include brand safety and fraud protection, technology performance and low latency, and transparency. As budgets consolidate into cleaner paths, inefficiencies and redundancies are being engineered out. The result: reduced hops, fewer opportunities for invalid traffic and better data fidelity for both sides of the trade.
What ‘unified tech’ really means
A unified ecosystem in ad tech is a shared fabric with two interfaces. On top sits a buyer UI and a publisher UI. Beneath lies a common core: identity and consent management, event and deal taxonomies, a harmonized measurement layer and AI assistants that operate on the same state of truth.
This fabric collapses three kinds of silos:
- Channel silos. CTV, mobile, display and emerging formats operate on consistent data and taxonomy.
- Tool silos. Planning, activation, optimization and troubleshooting use shared services, ensuring recommendations and diagnostics are coherent.
- Organizational silos. Buyer and seller operations work from the same ledger of events, which shortens feedback loops and aligns incentives.
When everyone sees the same system state, teams can act faster and trust the outcomes.
The obvious concern: The walled garden risk
Does “unified” just mean “walled garden 2.0?” The answer depends on architecture choices. A truly unified platform must be built on open standards: IAB taxonomies, open and shared protocols, and public APIs that allow buyers and sellers to integrate their own tools, export their data and audit decisions. The value proposition can’t rely on lock-in. It has to come from genuine efficiency gains that partners can measure independently. That means fee transparency at every layer, open diagnostic endpoints and visibility into how AI agents make recommendations.
The test is simple: If a buyer or publisher can’t easily leave or compare performance against alternatives, what’s been built is a trap, not a platform. That’s why continued work on interoperability and protocols, like AdCP, remains so important.
What a unified ecosystem enables
Done right, the impact of unification is measurable. Here’s what both sides can expect to gain:
Fewer hops, less latency, lower IVT exposure. Consolidated routes remove redundant intermediaries. Buyers get faster paths and stronger quality controls. Publishers get clearer sightlines into demand. Both benefit from fewer opportunities for fraud to enter the equation.
Operational efficiency that can be quantified. AI-assisted deal creation speeds up packaging and targeting. Reduced person-hours and error rates translate into measurable cost avoidance and faster time to resolution. These reductions aren’t theoretical. For instance, PubMatic has seen an 87% reduction in time spent managing deals created through its generative AI deal management agent. And new research has found that nearly half (47.1%) of marketers have experienced better attribution and measurement as a result of integrating their martech and ad tech systems.
Higher-quality yield for publishers. Cleaner routes and better signal fidelity improve match rates and win rates. That consistency shows up as more predictable revenue.
Readiness for agent-to-agent workflows. That same research found that over half of marketers said the leading force behind platform convergence is AI. As AI agents take on more tasks, they will increasingly need to talk across planning, activation and supply. That conversation is only productive when the agents share a language and a ledger. A unified platform lays the groundwork for both.
2026 outlook: One system, two perspectives
What will a good representation of this look like a year from now? Here’s PubMatic’s vision:
On the buy side, advertisers should expect an AI-powered media environment that ingests clean cross-channel data, suggests plan scenarios, assembles deals, monitors pacing and explains anomalies in plain language. On the sell side, an AI-powered publisher platform will unify demand signals, automate packaging, flag quality issues in real time and recommend inventory strategies aligned with business goals.
The key is not that each side has AI. It is that both run on the same core services, so their assistants can coordinate rather than contradict one another.
This is the direction PubMatic is building toward: buyer and publisher interfaces that sit on a shared fabric, with common identity, taxonomy, measurement and AI services. The aim is to make the market simpler, faster and more accountable without forcing either side to give up control of their decisions.
To achieve this vision, buyers and publishers must retire the mental model of two opposing stacks and adopt one system with two perspectives. The future of advertising lies in tying SPO discipline to a shared AI fabric, enhancing speed, transparency and ROI for everyone.
Partner insights from PubMatic
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