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Magnite Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.106 |
| EPS actual | $0.130 |
| EPS Surprise | 22.99% |
| Revenue estimate | 159.24M |
| Revenue actual | 160.904M |
| Revenue Surprise | 1.05% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.350 |
| EPS actual | $0.340 |
| EPS Surprise | -2.86% |
| Revenue estimate | 194.222M |
| Revenue actual | 195.05M |
| Revenue Surprise | 0.426% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Revenue estimate | 193.873M |
| Revenue actual | 179.494M |
| Revenue Surprise | -7.42% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.170 |
| EPS actual | $0.200 |
| EPS Surprise | 17.65% |
| Revenue estimate | 157.024M |
| Revenue actual | 173.332M |
| Revenue Surprise | 10.39% |
Last 4 Quarters for Magnite
Below you can see how MGNI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $22.48 |
| EPS estimate | $0.170 |
| EPS actual | $0.200 |
| EPS surprise | 17.65% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $23.01 |
| Aug 01, 2025 | $22.19 |
| Aug 04, 2025 | $22.68 |
| Aug 05, 2025 | $22.37 |
| Aug 06, 2025 | $22.48 |
| Aug 07, 2025 | $21.75 |
| Aug 08, 2025 | $22.47 |
| Aug 11, 2025 | $22.09 |
| Aug 12, 2025 | $22.26 |
| 4 days before | -2.30% |
| 4 days after | -0.98% |
| On release day | -3.25% |
| Change in period | -3.26% |
| Release date | Nov 05, 2025 |
| Price on release | $17.10 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Date | Price |
|---|---|
| Oct 30, 2025 | $17.31 |
| Oct 31, 2025 | $17.88 |
| Nov 03, 2025 | $17.74 |
| Nov 04, 2025 | $16.73 |
| Nov 05, 2025 | $17.10 |
| Nov 06, 2025 | $14.87 |
| Nov 07, 2025 | $15.10 |
| Nov 10, 2025 | $14.56 |
| Nov 11, 2025 | $14.78 |
| 4 days before | -1.21% |
| 4 days after | -13.57% |
| On release day | -13.07% |
| Change in period | -14.62% |
| Release date | Feb 25, 2026 |
| Price on release | $11.97 |
| EPS estimate | $0.350 |
| EPS actual | $0.340 |
| EPS surprise | -2.86% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $12.21 |
| Feb 20, 2026 | $12.23 |
| Feb 23, 2026 | $11.32 |
| Feb 24, 2026 | $11.70 |
| Feb 25, 2026 | $11.97 |
| Feb 26, 2026 | $13.48 |
| Feb 27, 2026 | $13.62 |
| Mar 02, 2026 | $13.56 |
| Mar 03, 2026 | $13.77 |
| 4 days before | -1.97% |
| 4 days after | 15.04% |
| On release day | 12.61% |
| Change in period | 12.78% |
| Release date | May 06, 2026 |
| Price on release | $13.39 |
| EPS estimate | $0.106 |
| EPS actual | $0.130 |
| EPS surprise | 22.99% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $12.82 |
| May 01, 2026 | $13.72 |
| May 04, 2026 | $13.58 |
| May 05, 2026 | $13.60 |
| May 06, 2026 | $13.39 |
| May 07, 2026 | $14.00 |
| May 08, 2026 | $14.13 |
| May 11, 2026 | $13.37 |
| May 12, 2026 | $13.82 |
| 4 days before | 4.49% |
| 4 days after | 3.21% |
| On release day | 4.56% |
| Change in period | 7.84% |
Magnite Earnings Call Transcript Summary of Q1 2026
Magnite reported a strong Q1 2026: total revenue was $164M (+6% year-over-year) and contribution ex-TAC was $161M (+10%), with CTV contribution ex-TAC up 30% to $82M and now representing 51% of contribution. DV+ declined 5% but outperformed expectations and showed signs of stabilization driven by mobile in-app, audio, commerce media, and other pockets. Adjusted EBITDA was $43M (+16%), with a 27% margin for the quarter; the company beat consensus on profitability driven by cloud cost improvements and early AI productivity gains. Cash at quarter-end was $185M after paying off $250M of convertible debt; the company repurchased/withheld ~2.2M shares for ~$29M and plans to return about 50% of free cash flow to shareholders via buybacks. Q2 guidance: contribution ex-TAC $177M–$181M (growth 9%–12%), CTV contribution $90M–$92M (26%–29% growth), DV+ $87M–$89M (down 4% to 2%); FY2026 targets were reaffirmed (≥11% contribution ex-TAC growth, mid-teens Adjusted EBITDA growth, Adjusted EBITDA margin ≥35.5%, mid-30% free cash flow growth, ~ $60M CapEx). Leadership update: CFO David Day announced retirement effective September 30 and will remain through the transition. Management emphasized structural tailwinds: secular shift of ad dollars to streaming/CTV, the strategic centrality of SpringServe (ad serving + mediation + monetization), growing commerce media integrations, and embedding AI across workflows as a medium-term revenue and efficiency tailwind. Management also noted potential upside from Google AdTech remedies but did not include any remedy-driven share gains in current estimates.
