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MGNI

Magnite·NASDAQ
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MGNI fundamentals

Magnite (MGNI) released its earnings on Feb 25, 2026: revenue was 195.05M (YoY +8.24%), beat estimates; EPS was 0.34 (YoY 0.00%), missed estimates.
Revenue / YoY
195.05M
+8.24%
EPS / YoY
0.34
0.00%
Report date
Feb 25, 2026
MGNI Earnings Call Summary for Q4,2025
  • CTV Dominance: 48% of Q4 revenue from CTV, up 32% ex-political. CTV now majority of business, with Netflix, Roku, and others driving growth.
  • AI Milestone: Industry-first agent-to-agent campaign executed, signaling future efficiency gains in programmatic buying.
  • Financial Strength: $123M net income, 43% EBITDA margin. 2026 guidance: +11%+ revenue growth, >35% margin, $200M share buybacks.
  • AdTech Opportunity: Potential $50M+ annual gain per 1% market share from Google remedies. Behavioral remedies in Europe may indicate U.S. trends.
  • Sustainability: Mobile app and commerce partnerships offset DV+ decline, with 30%+ ad request growth in Q4.
EPS
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.06-0.10.060.190.030.110.140.260.080.140.180.240.040.090.120.290.050.140.170.340.120.20.20.34
Forecast
-0.084-0.175-0.04290.12940.0150.1240.1450.28530.07740.17070.14510.3225-0.06280.07140.11460.28080.00050.15430.16180.36250.06630.16640.20110.3538
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+28.57%
+42.86%
+239.86%
+46.83%
+100.00%
-11.29%
-3.45%
-8.87%
+3.36%
-17.98%
+24.05%
-25.58%
+163.69%
+26.05%
+4.71%
+3.28%
+9900.00%
-9.27%
+5.07%
-6.21%
+81.00%
+20.19%
-0.55%
-3.90%
Revenue
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Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,undefined
Q2,undefined
Q3,undefined
Q4,undefined
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------36.30M42.35M60.98M82.00M60.70M100.40M114.06M142.10M107.08M123.26M127.65M156.62M116.05M134.68M133.10M165.28M130.55M146.80M149.40M180.20M145.85M162.00M166.78M195.05M
Forecast
--------------------35.34M37.80M53.47M74.95M60.39M94.10M114.54M140.07M106.99M124.52M124.33M153.78M110.92M134.27M129.91M160.34M124.24M144.04M147.98M184.08M142.41M157.43M163.42M194.22M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+2.70%
+12.02%
+14.06%
+9.41%
+0.52%
+6.70%
-0.42%
+1.45%
+0.08%
-1.01%
+2.67%
+1.85%
+4.63%
+0.31%
+2.45%
+3.08%
+5.08%
+1.91%
+0.96%
-2.11%
+2.41%
+2.90%
+2.06%
+0.43%

Earnings Call