earnings
confidence high
sentiment neutral
materiality 0.75
Magnite Q1: rev +4%, Contr ex-TAC +12%, Adj EBITDA +47%; cautious Q2 guide, withdraws FY outlook
MAGNITE, INC.
2025-Q1 EPS reported
-$0.07
revenue$155,771,000
- Revenue $155.8M (+4% YoY); Contribution ex-TAC $145.8M (+12% YoY); CTV Contribution ex-TAC $63.2M (+15%, above guidance).
- Adjusted EBITDA $36.8M (+47% YoY, margin 25%); Non-GAAP EPS $0.12 vs $0.05; Net loss narrowed to $9.6M from $17.8M.
- Q2 2025 guidance: Total Contribution ex-TAC $154-160M, CTV $70-72M, DV+ $84-88M; Adj EBITDA OpEx $110-112M.
- Company withdraws full-year 2025 outlook due to tariff-driven economic uncertainty, despite strong Q1 performance.
- CEO highlights continued Netflix programmatic growth and potential benefit from Google antitrust ruling.