Magnite, Inc. manages an independent, global platform dedicated to the digital advertising marketplace. This sophisticated system furnishes publishers—entities controlling digital content such ...
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Est. EPS $0.29 · Revenue $190.17M · 5 analysts
Est. EPS $0.45 · Revenue $220.40M · 5 analysts
Est. EPS $1.14 · Revenue $760.47M · 8 analysts
Est. EPS $0.16 · Revenue $178.46M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $714.0M | +6.9% | +17.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $144.6M | +534.7% | +339.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +62.7% | +2.3% | +7.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +13.7% | +79.1% | +244.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +20.3% | +494.0% | +274.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $165.6M | -18.2% | +233.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +23.2% | -23.4% | +213.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 67.9% | -14.3% | -4.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.02x | -10.3% | +0.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.2B | +10.8% | +2.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.95 vs 0.88 | +8.4% | 0.13 vs 0.29 | -54.5% |
| Revenue Surprise | $714.0M vs $668.7M | +6.8% | $192.8M vs $190.2M | +1.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Buonasera David | officer: CHIEF TECHNOLOGY OFFICER | Common Stock | D | 1,043 | $25.00 |
| Sep 1, 2026 | Buonasera David | officer: CHIEF TECHNOLOGY OFFICER | Common Stock | D | 5,371 | $23.42 |
| Aug 28, 2026 | Harden Sarah Patricia | director | Common Stock | D | 18,436 | $24.00 |
| Aug 26, 2026 | Harden Sarah Patricia | director | Common Stock | D | 30,550 | $23.31 |
| Aug 18, 2026 | Buckley Sean Patrick | officer: See Remarks | Common Stock | D | 2,759 | $25.00 |
Operator: Good day, and welcome to the Magnite, Inc. First Quarter 2026 Earnings Conference Call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, one on a touch-tone phone. To withdraw your question, please note this event is being recorded. I would now like to turn the conference over to Nick Kormeluk, Investor Relations. Please go ahead. Nick Kormeluk: Thank you, Operator, and good afternoon, everyone. Welcome to Magnite, Inc.'s First Quarter 2026 Earnings Conference Call. As a reminder, this conference call is being recorded. Joining me on the call today are Michael G. Barrett, CEO, and David L. Day, our CFO. We have posted financial highlight slides on our Investor Relations website to accompany today's presentation. Before we get started, I will remind you that our prepared remarks and answers to questions will include information that might be considered forward-looking statements, including, but not limited to, statements concerning our anticipated financial performance and strategy, including the potential impacts of macroeconomic factors on our business. These statements are not guarantees of future performance. They reflect our current views with respect to future events and are based on assumptions and estimates and subject to known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from expectations, or results projected or implied by forward-looking statements. A discussion of these and other risks, uncertainties, and assumptions is set forth in the company's periodic reports filed with the SEC, including our quarterly reports on Form 10-Q and our 2025 annual report on Form 10-K. We undertake no obligation to update forward-looking statements or relevant risks. Our commentary today will include non-GAAP financial measures, including contribution ex-TAC, or less traffic acquisition costs, Adjusted EBITDA, and non-GAAP income per share. Reconciliations between GAAP and non-GAAP metrics for our reported results can be found in our earnings press release and in the financial highlights deck that is posted on our Investor Relations website. At times, in response to your questions, we may offer additional metrics to provide greater insight into the dynamics of the business. Please be advised that this additional detail may be one-time in nature, and we may or may not provide an update on the future of these metrics. I encourage you to visit our Investor Relations website to access our press release, financial highlights deck, periodic SEC reports, and the webcast replay of today's call to learn more about Magnite, Inc. I will now turn the call over to Michael. Please go ahead, Michael. Michael G. Barrett: Thank you, Nick. Thanks, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Michael G. Barrett | Chief Executive Officer & Director | USD 1,313,105 | Male | 1962 | Active |
David L. Day | Chief Financial Officer | USD 1,212,915 | Male | 1961 | Active |
Katie Evans | President of Product & Operations | USD 1,212,915 | Female | 1986 | Active |
Sean Patrick Buckley | President of Revenue & Market Strategy | USD 1,209,915 | Male | 1989 | Active |
Aaron Saltz | Chief Legal Officer | — | Male | 1981 | Active |
David Buonasera | Chief Technology Officer | — | Male | 1987 | Active |
Nick Kormeluk | Vice President of Investor Relations & Head of Global Real Estate | — | Male | — | Active |
Yael Milbank | Managing Director of Australia & New Zealand | — | Male | — | Active |
Brian Gephart | Chief Accounting Officer | — | Male | 1980 | Active |
Shawna Hughes | Chief People Officer | — | Female | 1978 | Active |
Ad-tech stocks are moving in opposite directions midday Thursday as traders sort earnings winners from disappointments.
Magnite Inc (NASDAQ:MGNI) on Wednesday reported better-than-expected second-quarter financial results.
Magnite NASDAQ: MGNI reported second-quarter results that exceeded its expectations, driven by continued growth in connected television and a return to growth in its DV+ business. The company raised its full-year outlook for Contribution ex-TAC, Adjusted EBITDA growth, margin expansion and free cash flow.
Magnite, Inc. (MGNI) Q2 2026 Earnings Call Transcript
Magnite (MGNI) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.2 per share a year ago.
