earnings
confidence high
sentiment positive
materiality 0.80
Magnite Q4 revenue $205.4M (+6% YoY); CTV contribution ex-TAC up 20% (32% ex-political)
MAGNITE, INC.
2025-FY EPS reported
$0.95
revenue$713,953,000
- Contribution ex-TAC of $195.1M (+8% YoY, +16% ex-political) at high end of $191-$196M guidance.
- CTV contribution ex-TAC hit $93.6M (+20% YoY, +32% ex-political), above guidance of $87-$89M.
- Net income $123.1M ($0.80 diluted) included $90M one-time tax benefit; adjusted EBITDA $83.8M (43% margin).
- Q1 2026 guidance: contribution ex-TAC $157-$161M; full-year 2026 growth at least 11%, margin >35%.
- Board authorized $200M share buyback program through Feb 2028; $79.2M repurchased in 2025.