财务数据和关键指标变化 - 总收入为1.49亿美元,同比增长15% [1] - 扣除流量获取成本的贡献为1.31亿美元,同比增长12% [1] - CTV业务的扣除流量获取成本的贡献为5500万美元,同比增长18%,超出公司指引范围 [1][4] - DV+业务的扣除流量获取成本的贡献为7600万美元,同比增长9% [1][4] - 总运营费用为1.63亿美元,同比下降 [1] - 调整后EBITDA为2500万美元,调整后EBITDA利润率为19% [1][4] - 每股非GAAP收益为0.05美元,同比增长 [1][4] 各条业务线数据和关键指标变化 - CTV业务表现强劲,受益于直播体育内容和广告服务业务SpringServe的出色表现 [2][3] - DV+业务持续增长,增长率同比有所加快 [3] 各个市场数据和关键指标变化 - 汽车、金融和食品饮料行业表现最佳,娱乐、家居和科技行业表现较弱 [1] 公司战略和发展方向及行业竞争 - 公司在CTV广告市场保持领先地位,与主要客户如迪士尼、Roku等的合作关系稳固 [2][6] - 公司的广告服务业务SpringServe和SSP平台的结合为客户提供一体化解决方案,形成了较高的切换成本和进入壁垒 [2][3] - 公司正在积极拓展全球市场,在欧洲、日本等地区取得新客户和现有客户的扩展 [2] - 公司推出的自营买方平台ClearLine正在获得广告主和代理商的采用,与Mediaocean的合作有助于拓展线性电视广告主向CTV的转化 [2][4] - 公司对DSP直连趋势持乐观态度,认为差异化的SSP仍将在CTV市场保持重要地位 [3][6] 管理层对经营环境和未来前景的评论 - 宏观广告环境有所改善,但仍保持谨慎乐观态度,不同行业表现存在差异 [10][11] - 公司对2024年全年的业务增长和利润率提升保持乐观,并上调了相关指引 [5] - 政治广告投放有望在下半年为公司带来显著贡献,但具体情况仍需观察 [11] 问答环节重要的提问和回答 问题1 **Shyam Patil 提问** 询问公司广告服务业务SpringServe的表现及未来发展机会 [2] **Michael Barrett 回答** SpringServe业务表现超预期,是公司CTV业务的重要驱动力,未来将与SSP平台进一步整合以提升客户粘性和变现能力 [2] 问题2 **Laura Martin 提问** 询问CTV市场不同细分领域(广播商vs OEM)的价格差异及趋势 [6][7] **Michael Barrett 回答** 广播商CTV广告价格整体高于OEM等其他CTV渠道,但价格差距并未大幅扩大,整体呈现温和下降 [6][7] 问题3 **Jason Kreyer 提问** 询问DSP直连趋势未来3-5年的发展及公司应对 [7][8] **Michael Barrett 回答** 公司认为CTV市场与其他领域存在差异,大多数广告主和发布商仍将通过SSP进行交易,直连模式仅适用于少数大型参与者 [7][8]

Magnite (MGNI) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 350%. A quarter ago, it was expected that this digital ad exchange operator would post earnings of $0.03 per share when it actually produced earnings of $0.16, delivering a surprise of 433.33%. Over the last fou ...

Financial Highlights Q1 2024 May 8, 2024 © Magnite | 1 Safe Harbor ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________ FORM 10-Q __________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File Number: 001-36384 __________________ MAGNITE, INC. (Exa ...

Exhibit 99.1 Magnite Reports First Quarter 2024 Results Total Revenue Grows 15% & Contribution ex-TAC(1) Grows 12% Year-Over-Year Contribution ex-TAC(1) from CTV Grows 18% Year-Over-Year NEW YORK, New York – May 8, 2024 – Magnite (NASDAQ: MGNI), the world's largest independent sell-side advertising company, today reported its results of operations for the quarter ended March 31, 2024. Q1 2024 Highlights: • Revenue of $149.3 million, up 15% year-over-year • Contribution ex-TAC(1) of $130.6 million, up 12% ye ...

数字广告技术公司表现 - Roku和Alphabet在第一季度财报中表现出色，显示数字广告技术行业正在稳步复苏[2] - The Trade Desk和Magnite两家数字广告技术公司即将发布第一季度财报，预计将受益于数字广告市场的复苏[3] Magnite股票表现 - Magnite的股票被低估，预计将在第一季度财报中表现强劲，股价有望上涨[5][6][9] - Google将延长Chrome浏览器中的第三方跟踪cookie的使用时间，这对Magnite是一个积极的消息[8] The Trade Desk的优势 - The Trade Desk具有独特的广告管理能力，准备在第三方cookie消失后利用其UID2.0解决方案[10][12] - The Trade Desk在创新方面领先，公司文化积极进取，不断提高研发投入[13] 投资建议 - 投资者应在四月底之前考虑购买The Trade Desk和Magnite的股票，两家公司都有潜力回报投资者[14][15]

股价表现 - Magnite (MGNI) 最新收盘价为 $9.97，较前一天上涨了 +1.22% [1] - 过去一个月，数字广告交易运营商的股价下跌了 13.22%，表现不佳 [2] 财务数据 - Magnite 将于2024年5月8日发布财报，预计每股收益为 $0.01，较去年同期下降了 75% [3] - MGNI 的前瞻市盈率为 11.87，低于行业平均值，可能存在折价交易机会 [7] - MGNI 的 PEG 比率为 0.35，低于互联网-软件行业的平均值，显示潜在增长性 [8] 行业评级 - Zacks Rank 模型显示，Magnite 目前的评级为 3 (Hold)，该模型自1988年以来表现出色，股票评级为 1 的平均年回报率为 +25% [6] - 互联网-软件行业属于计算机和技术行业，目前在所有250+行业中排名前16% [9] - Zacks Industry Rank 显示，评级较高的行业通常表现优于评级较低的行业 [10] 信息跟踪 - 使用 Zacks.com 可以跟踪这些股票相关指标，以及其他在未来交易中可能影响股价的因素 [11]

Magnite与Mediaocean合作 - Magnite与Mediaocean宣布独家合作，为Prisma买家提供更深层次的自动化和更高的供应路径效率[1] - Magnite的ClearLine解决方案为品牌和代理商提供了直接访问Magnite平台上的优质视频库存的途径[2] - Mediaocean的首席发展官Ramsey McGrory表示，通过将Magnite的ClearLine解决方案整合到Prisma中，他们正在创造最简化和自动化的购买流媒体库存的流程[3]

Investors with an interest in Internet - Software stocks have likely encountered both Magnite (MGNI) and Palo Alto Networks (PANW) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Sty ...

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Magnite (MGNI) one of those stocks right now? By taking a look at the stock's year- to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question. Magnite is a member of our Computer and Technology group, which includes 622 different companies and currently sits at #6 in the Zacks Sector Rank. The Zacks Sector Rank considers ...