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Magnite said Q3 Contribution-X-TAC was $201 million, up 20%, and raised full-year 2026 contribution XTAC growth to approximately 17%, adjusted EBITDA growth to approximately 30%, and adjusted EBITDA margin to approximately 38.5%.
Magnite reported year-over-year growth for the three months ended September 30, 2026: revenue rose 14%, operating income rose 102%, and net income rose 70%.
Magnite, Inc. entered Amendment No. 3 on October 7, 2026, reducing term-loan margins by 50 basis points and revolving-loan margins to Term SOFR plus 2.50% - 3.00% from 3.50% - 4.00%.
Magnite appointed Brian Gephart CFO and Haas Sullivan CAO, both effective October 1, 2026. Gephart will receive a $2.25 million equity award; Sullivan will receive approximately $600,000 in RSUs.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Magnite reported Q2 results well above expectations with CTV Contribution ex-TAC up 36% YoY and Adjusted EBITDA up 30% with a 37% margin, and raised full-year guidance for Contribution ex-TAC growth (13-14% vs. at least 11%), Adjusted EBITDA growth (>20% vs. mid-teens), Adjusted EBITDA margin (≥37% vs. ≥35.5%), and free cash flow growth (high 40s vs. mid-30s).
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $113.5M | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 32% | Six Months Ended June 30, 2026 | — |
| Contribution ex-TAC non-GAAP | $350.5M | Six Months Ended June 30, 2026 | — |
| Contribution ex-TAC attributable to CTV non-GAAP | $97.1M | Q2 2026 | — |
| Contribution ex-TAC attributable to DV+ non-GAAP | $92.5M | Q2 2026 | — |
| Contribution ex-TAC: CTV non-GAAP | 179.4M | Six Months Ended June 30, 2026 | — |
| Contribution ex-TAC: Desktop non-GAAP | 49.98M | Six Months Ended June 30, 2026 | — |
| Contribution ex-TAC: Mobile non-GAAP | 121.12M | Six Months Ended June 30, 2026 | — |
| Non-GAAP earnings per share non-GAAP | $0.39 | Six Months Ended June 30, 2026 | — |
| Non-GAAP income non-GAAP | 58.14M | Six Months Ended June 30, 2026 | — |
| Operating cash flow non-GAAP | $57.4M | Q2 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MGNI
this stock
Magnite, Inc.
|
$4.20B | +80.5% | +25.4% | — | 6.2% |
|
APP
AppLovin Corp
|
$135.54B | -39.3% | +70.0% | 27.5 | 3.3% |
|
OMC
Omnicom Group Inc.
|
$24.01B | +9.0% | +10.1% | — | 8.9% |
|
TTD
Trade Desk, Inc.
|
$7.41B | -58.7% | +18.5% | 22.7 | 15.3% |
|
WPP
WPP plc
|
$5.99B | +23.7% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MGNI | +6.9% | +25.3% | +120.4% | +36.3% | +80.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +4.4% | +26.5% | +119.9% | +36.5% | +69.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
