Magnite, Inc. (NASDAQ:MGNI) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ET Company Participants Nick Kormeluk - VP, IR & Head, Global Real Estate Michael Barrett - President, CEO & Director David Day - CFO Conference Call Participants Shyam Patil - Susquehanna Financial Group Nicholas Zangler - Stephens Inc. Laura Martin - Needham & Company Matthew Thornton - Truist Securities Daniel Kurnos - The Benchmark Company Matthew Swanson - RBC Capital Markets Jason Kreyer - Craig-Hallum Operator Good ...

CTV平台和技术 - 公司于2023年2月7日推出了统一的CTV平台Magnite Streaming，整合了传统Magnite CTV和SpotX CTV平台的领先技术[11] - 公司的广告技术平台管理视频广告跨越直播和点播库存、可寻址线性、CTV和其他OTT环境，如移动设备，具有综合的卖方交易管理功能、高级策展和品牌安全工具、多方面的受众激活功能、实时报告和仪表板以及创新技术[11] - 公司相信CTV将成为未来收入增长的重要驱动力，随着CTV市场的成熟，更多的CTV广告库存将以程序化方式出售[14] - 公司提供的身份解决方案有助于买家和卖家创建更好的匹配，提高广告投资回报率和印象的价值[19] - 公司收购了SpringServe，成为领先的CTV和在线视频广告服务平台，提供全面的收益管理解决方案[19] - 公司与所有主要头部出价标准集成，提供买家覆盖范围和规模，以及买家效率和机器学习能力，使其在头部出价解决方案中竞争优势明显[19] - 公司预计CTV将成为其增长的最大驱动力，计划在技术、销售和支持方面投入大量资源[21] 公司发展战略 - 公司计划继续扩大国际业务，增加销售、营销和基础设施投资，以支持长期增长并为全球程序化广告的渗透率增长做好准备[22] - 公司致力于不断创新和完善平台，包括开发新功能，改进流量优化和出价过滤，增强品牌安全控制，帮助卖家优化他们的收益[22] 公司团队和文化 - 公司的团队拥有广泛的经验，包括数据科学、机器学习算法、基础设施、软件开发和经验丰富的领导力，以服务全球买家和卖家[30] - 公司的文化强调高绩效和结果导向，同时强调透明、协作和创新，招聘团队寻找致力于看到整体局势并成为变革催化剂的个人[30] 合作关系和市场挑战 - 公司通过全球销售团队向买家和卖家推广解决方案，利用市场知识和专业知识展示广告自动化的好处和解决方案[26] - 公司依赖于专利、商标、版权和专利法律来建立和保护知识产权和专有技术[33] - 公司与卖家建立深入、长期的战略合作伙伴关系，特别是在CTV领域[34] - 公司与品牌广告商、代理商和DSP等技术中介保持紧密关系，这些关系对公司的需求至关重要[35] - 公司面临着来自全球市场的地理挑战，包括招聘、文化和语言差异等问题[36] 风险和财务指标 - 公司的业务受到现有和新兴隐私法规和监管的高度影响，需要密切关注并积极参与[37] - 公司的广告支出、收入、现金流、调整后的EBITDA等关键运营和财务指标可能因季节性因素而波动[39] - 公司对可转换优先股票的利息支出没有经济利率风险[180] - 公司的贷款B设施利率为浮动利率，每100个基点的利率增加将导致大约350万美元的利息支出增加[180] - 公司面临着外汇风险，主要涉及英镑、澳大利亚元、加拿大元和欧元[180]

Magnite, Inc. (NASDAQ:MGNI) Q3 2022 Earnings Conference Call November 9, 2022 4:30 PM ET Company Participants Nick Kormeluk - VP, IR & Head of Global Real Estate Michael Barrett - President, CEO & Director David Day - CFO Conference Call Participants Shyam Patil - Susquehanna Jason Kreyer - Craig-Hallum Laura Martin - Needham & Company Matthew Thornton - Truist Securities Matthew Swanson - RBC Capital Markets Operator Good afternoon, and welcome to the Magnite Q3 Conference Call. [Operator Instructions]. I ...

Magnite Financial Highlights Qù ù÷ùù August Ā, ù÷ùù CONFIDENTIAL | © MAGNITE © MAGNITE Safe Harbor FORWARD-LOOKING STATEMENTS This presentation, press release and management's prepared remarks during the conference call referred to above include, and management's answers to questions during the conference call may include, forward-looking statements, including statements based upon or relating to our expectations, assumptions, estimates, and projections. In some cases, you can identify forward-looking state ...

Magnite, Inc. (NASDAQ:MGNI) Q2 2022 Earnings Conference Call August 9, 2022 4:30 PM ET Company Participants Nick Kormeluk ??? Head-Investor Relations Michael Barrett ??? Chief Executive Officer David Day ??? Chief Financial Officer Conference Call Participants Shyam Patil ??? SIG Laura Martin ??? Needham and Company Jason Kreyer ??? Craig-Hallum Matt Swanson ??? RBC Capital Markets Dan Kurnos ??? The Benchmark Company Nick Zangler ??? Stephens Matt Thornton ??? Truist Securities Spencer Tan ??? Evercore ISI ...

Magnite Financial Highlights Qø ù÷ùù May û, ù÷ùù CONFIDENTIAL | © MAGNITE © MAGNITE Safe Harbor FORWARD-LOOKING STATEMENTS This presentation, press release and management's prepared remarks during the conference call referred to above include, and management's answers to questions during the conference call may include, forward-looking statements, including statements based upon or relating to our expectations, assumptions, estimates, and projections. In some cases, you can identify forward-looking statemen ...

Magnite, Inc. (NASDAQ:MGNI) Q1 2022 Earnings Conference Call May 4, 2022 4:30 PM ET Company Participants Nick Kormeluk - Head, Investor Relations Michael Barrett - Chief Executive Officer David Day - Chief Financial Officer Conference Call Participants Laura Martin - Needham Jason Kreyer - Craig-Hallum Shyam Patil - Susquehanna Financial Group Tim Nollen - Macquarie Matt Swanson - RBC Capital Markets Vasily Karasyov - Cannonball Research Nick Zangler - Stephens Matt Thornton - Truist Operator Good evening, ...

Magnite Financial Highlights Qû ù÷ùø February ùú, ù÷ùù CONFIDENTIAL | © MAGNITE © MAGNITE Safe Harbor FORWARD-LOOKING STATEMENTS This presentation and management's prepared remarks during the conference call referred to above include, and management's answers to questions during the conference call may include, forward-looking statements, including statements based upon or relating to our expectations, assumptions, estimates, and projections. In some cases, you can identify forward-looking statements by ter ...

Magnite Inc. (NASDAQ:MGNI) Q4 2021 Results Conference Call February 23, 2022 4:30 PM ET Company Participants Nick Kormeluk - SVP, IR Michael Barrett - CEO David Day - CFO Conference Call Participants Laura Martin - Needham Jason Kreyer - Craig-Hallum Matt Thornton - Truist Securities Matt Swanson - RBC Capital Markets Nick Zangler - Stephens, Inc. Shweta Khajuria - Evercore ISI Shyam Patil - SIG Tim Nollen - Macquarie Vasily Karasyov - Cannonball Research Operator Good day, and welcome to Magnite's Fourth Q ...

Magnite, Inc. (NASDAQ:MGNI) Q3 2021 Earnings Conference Call November 3, 2021 4:30 PM ET Company Participants Nick Kormeluk - Investor Relations Michael Barrett - Chief Executive Officer David Day - Chief Financial Officer Conference Call Participants Laura Martin - Needham Shyam Patil - Susquehanna Jason Kreyer - Craig-Hallum Matt Swanson - RBC Capital Markets Tim Nollen - Macquarie Nick Zangler - Stephens Operator Good afternoon and welcome to the Magnite Third Quarter 2021 Conference Call. [Operator Inst ...