The B2B Stack

The B2B Stack

The B2B Stack Weekly: Signals, Shifts & Scraps — November 22, 2025

Key moves in ABM, identity, programmatic, GTM, vendors & the wider adtech machine — plus some fast thoughts.

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Mike Harty
Nov 22, 2025
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Every week the B2B ecosystem shifts — sometimes quietly, then BAM, all at once.

This is your recap of the signals that actually mattered this week:

the product releases, vendor moves, identity changes, earnings fallout, and GTM shifts shaping 2026.

I track the noise so you don’t have to.

🧠 Fast Takes

  • Identity is still fragmenting faster than the vendors can consolidate it — and the cracks are now showing inside buying-group orchestration.

  • ABM vendors are repositioning around media + identity + activation + agentic, not dashboards.

  • Programmatic is shifting from generic DSP pipes to curated, B2B-safe supply — with Index and curated open-web paths gaining strength.

  • LinkedIn continues its quiet move into “the default B2B ad platform”, with attribution and API plays signalling deeper identity ambitions.

  • Intent vendors are pivoting from novelty → coverage + governance.

  • The Trade Desk’s earnings volatility and share price dip sparked a new wave of questions about the future of “scaled DSPs” in a B2B …

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