Investors are slowly noticing some important developments.Shares of supply-side digital advertising platform Magnite (MGNI 11.16%) jumped higher on Friday after a prominent analyst recommended buying the stock. Investors might be surprised that commentary such as this could cause such a big move -- Magnite stock was up 11% as of 10:50 a.m. ET today. But the analyst noted some big news in recent days that many investors might have overlooked.Magnite is securing big dealsAccording to StreetInsider, Bank of Am ...

The company got some great customer news. Shares of Magnite (MGNI 27.96%) charged sharply higher Thursday morning, surging as much as 31.4%. As of 11:53 a.m. ET, the stock was still up 30.5%. The catalyst that sent the adtech specialist soaring was a new big-name ad partner. Millions of new ad watchers At the ad industry upfronts -- the annual advertising sales event for television and streaming platforms -- Netflix (NFLX -0.06%) dropped several nuggets that made waves. First, the company revealed that its ...

NEW YORK, May 13, 2024 (GLOBE NEWSWIRE) -- Magnite (NASDAQ:MGNI), the largest independent sell-side advertising company, today announced that members of its executive team will participate and host in-person investor meetings at the following financial conferences: 19th Annual Needham Technology, Media and Consumer Conference in New York City on Tuesday, May 14 and Wednesday, May 15. Management will present on May 15 at 10:15 a.m. ET.B. Riley Securities 24th Annual Investor Conference in Beverly Hills on We ...

Shares of the adtech company gained on a better-than-expected earnings report.Shares of Magnite (MGNI 12.70%), the supply-side adtech company, were moving higher today after it topped estimates on the top and bottom lines in its first-quarter earnings report as it appears to be benefiting from the recovery in the digital advertising market.As of 10:35 a.m. ET, the stock was up 12.7% on the news. Magnite sees accelerating revenue growthMagnite, which was formed by a series of mergers and acquisitions to crea ...

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 four ...

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]