Magnite

At the Bank of America conference, Magnite reported a CTV business that grew 36% year-over-year in Q3 and sees a realistic long-term CTV CAGR of 25%. The top ten advertisers increased their spending by 40%, indicating successful land-and-expand strategies and a better price mix. Management expects that remedies in the DOJ case against Google could gradually shift market share in the open web over 12–24 months; each percentage point of market-share gain would likely bring about $50 million of additional margin. Magnite highlights stable costs, high adjusted EBITDA margins (typically >40% in Q4), investments in its own data centers, and opportunities in mobile in-app and DV+ business. » Más en de.investing.com

At the Citi Global TMT Conference, Magnite reported accelerated CTV growth of 36% in the second quarter and raised its revenue-growth guidance to about 13–14%. The company increased its EBITDA-margin guidance to at least 37%, reduced net debt to zero and plans to use more than 50% of free cash flow for share buybacks. SpringServe remains the core platform for CTV monetization, while programmatic deals in streaming, upfronts and live sports are gaining importance. Magnite sees further potential from supply-side data activation, agent-based advertising and selective acquisitions, with stable CapEx of around $60 million. » Más en de.investing.com

Magnite says that since the introduction of the 'Live Scheduler' in November 2025, 37 publishers have scheduled more than 4,000 live events. From January to July 2026, global ad spend on live sports rose 56% year‑on‑year, and more than 5,800 advertisers bought live-sport inventory for the first time. The platform offers dedicated monetization features for live streams, including sports-specific billing line items and traffic control for viewer peaks. » Más en de.investing.com