What is the revenue and EPS growth rate for Stagwell year over year?

What guidance did Stagwell's management provide for the next earnings period?

What is Stagwell's gross profit margin?

What factors drove the changes in Stagwell's revenue and profit?

What were the key takeaways from Stagwell’s earnings call?

What were the key takeaways from Stagwell's earnings call?

What is Stagwell's latest dividend and current dividend yield?

Did Stagwell beat or miss consensus estimates last quarter?

- **AI-Driven Growth**: Q3 revenue up 12% YoY, with AI platform partnership targeting $500M+ TAM.
- **Profitability Improvement**: Adjusted EBITDA margin 18.6%, The Marketing Cloud EBITDA improved 26% YoY.
- **Strategic Shift**: $55M+ invested in AI tech, transitioning from M&A to product development.
- **Client Expansion**: Top 25 clients now average $28M, up 50x since 2020.
- **Palantir Impact**: Expected $100M+ revenue contribution by end-2026, with Q4 MVPs launching.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 net revenue of $743 million, up 12% YoY, driven by AI and digital transformation. Ex-advocacy organic growth 3.2%.
- **AI Partnership**: Announced industry-first AI marketing platform with Palantir, targeting $500M+ TAM, with MVPs launching Q4 2025.
- **Strategic Shift**: Transitioning from M&A to tech investment, with $55M+ in AI-related CapEx.
- **Margins**: Adjusted EBITDA $115M (18.6% margin), up 3% YoY. The Marketing Cloud segment EBITDA improved 26% YoY to -4%.
- **Client Base**: Top 25 clients now average $28M, up 50x since 2020. Media ownership expanded with 37.5% stake in RealClearPolitics.
- **Guidance**: Full-year net revenue growth 8%, adjusted EPS $0.75-$0.88, free cash flow 45%.

**【CFO Financial Commentary】**
- **Financial Health**: Q3 GAAP net income $63M, up 6% YoY. Free cash flow $31M, up $100M YoY.
- **Cost Management**: $27M in savings from cost initiatives, AI adoption reducing manual tasks by 40%.
- **Balance Sheet**: Net leverage 3.4x, $132M cash, $312M revolver availability.
- **Share Repurchases**: $90M year-to-date, 4% lower share count.

**【Q&A Highlights】**
- **Palantir Partnership**: Expected $100M+ revenue by end-2026, integrating Palantir Foundry with Stagwell AI.
- **Media Strategy**: Acquired 37.5% of RealClearPolitics, expanding owned media to $154M net revenue.
- **Risk Mitigation**: 90%+ of revenue not tied to government, minimal impact from shutdown.
- **The Marketing Cloud**: On track for 2026+ EBITDA positivity, 138% YoY growth in SaaS/DaaS.
- **Competitive Position**: 1,500+ engineers, 10x+ AI adoption rate vs. peers.


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