NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Magnite (Nasdaq: MGNI), the largest independent sell-side advertising company, today announced that members of its executive team will host in-person investor meetings at the Susquehanna 15th Annual Technology Conference in New York City on Thursday, February 26, 2026. About Magnite We’re Magnite (NASDAQ: MGNI), the world’s largest independent sell-side advertising company. Publishers use our technology to monetize their content across all screens and formats incl ...

Group 1 - Magnite Inc (NASDAQ:MGNI) is recognized as one of the 10 cheap stocks with significant upside potential, with a current price target of $39, indicating a potential upside of 153.08% [1] - The company's stock jumped 14.31% following a partnership with MNTN, which will allow advertisers to access high-engagement programs for the first time, creating new revenue opportunities for publishers [2] - Magnite is the world's largest independent sell-side advertising platform, enabling publishers to monetize their content across various devices, including Connected TV, mobile, and desktops [3] Group 2 - The partnership with MNTN is expected to attract performance-driven marketers to streaming platforms, enhancing revenue opportunities for publishers and introducing a new class of advertisers [3]

Core Insights - Magnite, the largest independent sell-side advertising company, will announce its financial results for Q4 2025 on February 25, 2026, after market close [1] - A conference call will be held on the same day at 1:30 PM PT / 4:30 PM ET to discuss the financial results and outlook [1] Company Overview - Magnite operates as the world's largest independent sell-side advertising company, providing technology for publishers to monetize content across various formats including CTV, online video, display, and audio [3] - The company facilitates billions of advertising transactions each month, trusted by leading agencies and brands for access to brand-safe, high-quality ad inventory [3] - Magnite has a global presence with offices in North America, EMEA, LATAM, and APAC, including locations in New York City, Los Angeles, Denver, London, Singapore, and Sydney [3]

Core Insights - MNTN has partnered with Magnite to allow advertisers to reach audiences during live sports and high-engagement programming for the first time [1][2][3] Group 1: Partnership Details - The partnership enables MNTN advertisers, 97% of whom have never advertised on TV before, to engage with audiences watching live content from major publishers [2] - The collaboration allows for high-impact ad formats native to streaming, including home screen placements and pause ads [2][3] - This integration aims to create new revenue opportunities for publishers and enhance the effectiveness of streaming TV advertising [3] Group 2: Market Context - Streaming has surpassed linear TV viewership, increasing demand for premium live content from both advertisers and consumers [2] - Live sports and events are highlighted as powerful moments for advertising, with real-time targeting and measurement capabilities provided by streaming [3] Group 3: Company Background - MNTN is recognized for its innovative approach to Connected TV advertising, making it easier for brands to run TV ads and drive measurable results [5] - Magnite is the largest independent sell-side advertising company, facilitating monetization across various formats including CTV and online video [6]

Core Insights - MNTN has partnered with Magnite to provide advertisers access to premium live sports, breaking news, and on-demand streaming inventory, marking a significant expansion in advertising capabilities for MNTN users [1][2]. Group 1: Partnership Details - The collaboration allows MNTN advertisers, 97% of whom have never advertised on TV before, to engage audiences during live content from major publishers [2]. - The partnership includes high-impact ad formats native to streaming, such as home screen placements and pause ads, enhancing the advertising experience [2][3]. - This integration aims to create new revenue opportunities for publishers and allows performance-driven marketers to enter the streaming space at scale [3]. Group 2: Market Context - Streaming has surpassed linear TV viewership, leading to increased demand for premium live content from both advertisers and consumers [2]. - Live sports and events are highlighted as powerful moments for advertising, with real-time targeting and measurement capabilities provided by streaming [3]. Group 3: Technological Advancements - MNTN and Magnite are focused on making streaming TV more transparent, measurable, and effective, including the development of an AI-driven contextual taxonomy for improved targeting accuracy [3].

Industry Overview - The global digital advertising market is projected to grow at a CAGR of 15.4% from 2025 to 2030, indicating its attractiveness as a long-term growth market in technology [1]. Company Profiles The Trade Desk, Inc. (TTD) - TTD operates as a demand-side platform (DSP) in the digital advertising ecosystem, facing macroeconomic volatility that could pressure revenue growth due to reduced programmatic demand [2][4]. - The company is experiencing intense competition from major players like Meta Platforms, Apple, Google, and Amazon, which dominate the ad space with their control over inventory and first-party user data [5]. - TTD is investing in AI across its portfolio, leading to increased capital expenditures and operational costs, with total operating costs rising 17% year over year to $457 million [6]. - Geographic expansion poses complexities and risks, compounded by regulatory changes such as the deprecation of cookies and tightening data privacy laws [7]. - Despite challenges, TTD benefits from a shift towards an open Internet and expects decision-based CTV buying to become the default model, with 85% of clients using its AI-powered Kokai DSP [8]. Magnite, Inc. (MGNI) - MGNI operates as a supply-side platform (SSP) and is significantly benefiting from the connected TV (CTV) trend, with CTV accounting for approximately 45% of its total contribution excluding TAC [9]. - The company has established deep partnerships with major publishers and agency marketplaces, particularly in live sports and SMB advertising, with Netflix and Roku as key partners [11]. - MGNI is enhancing its ClearLine platform, which now has over 30 clients, and is integrating new technologies like the Model Context Protocol (MCP) to automate tasks [12]. - SpringServe, MGNI's CTV ad serving platform, is highlighted as a critical differentiator, especially after being selected by Spotify as its global programmatic partner [13]. - However, MGNI faces competitive pressures and macroeconomic uncertainties that could impact ad budgets, with a raised capex guidance to $80 million for 2025 [14]. Share Performance & Valuation - Over the past month, TTD shares have decreased by 4.8%, while MGNI shares have fallen by 12.5% [17]. - TTD is trading at a forward 12-month price/earnings ratio of 16.73X, compared to MGNI's 13.74X, indicating a higher valuation for TTD [18]. - Analysts have kept their earnings estimates unchanged for both TTD and MGNI over the past 60 days, suggesting stability in expectations [19][21]. - In terms of Zacks Rank, MGNI is currently rated as a better pick with a Zacks Rank 3 (Hold), while TTD carries a Zacks Rank 4 (Sell) [22].

Summary of Magnite FY Conference Call (January 14, 2026) Company Overview - **Company**: Magnite (NasdaqGS:MGNI) - **Industry**: Digital Advertising Technology - **Position**: Largest independent sell-side advertising platform, focusing on programmatic monetization across digital, video, and connected TV channels [6][10] Key Points and Arguments Customer Wins and Revenue Growth - Magnite has secured partnerships with major global streamers such as Disney, Netflix, Warner Bros. Discovery, and Paramount, which are expected to drive revenue growth as these companies expand internationally [10][11] - The company is well-positioned to benefit from the increasing adoption of programmatic advertising in international markets, particularly as traditional markets open up to programmatic solutions [12] Shift in Advertising Dynamics - There is a notable trend of data moving from Demand-Side Platforms (DSPs) to Supply-Side Platforms (SSPs), which is seen as a power shift in the advertising ecosystem [17][41] - Advertisers are increasingly looking to keep their valuable data closer to home, opting to work with Magnite rather than relying solely on DSPs [19][20] - This shift is expected to enhance efficiency and reduce overall take rates in the advertising ecosystem, potentially saving advertisers 300 to 500 basis points [32][27] DV+ Performance and Future Outlook - The DV+ segment has shown resilience and is performing better than neutral, with expectations of continued growth despite challenges in the open web [59][60] - Approximately 40% of the DV+ business is exposed to the open web, which is facing structural changes due to shifts in consumer behavior and search engine dynamics [66][60] Impact of Political Advertising - Magnite anticipates significant revenue from political advertising, estimating around $10 billion in midterm election spending, with the company expecting to capture a substantial portion of that [50][53] AI and Technology Integration - Magnite is investing in AI to streamline ad tech processes, aiming to simplify the complex landscape of digital advertising [118][120] - The company is positioned to leverage AI advancements, although immediate revenue impacts are not expected until 2026 [119] Regulatory Environment and Market Share - The ongoing litigation against Google for monopolistic practices could present opportunities for Magnite, with potential revenue gains estimated at $50 million for every 1% market share gained from Google [128][145] - Current estimates place Google's market share in digital advertising at approximately 60%, with Magnite holding mid- to high-single digits [145][146] Additional Insights - The trend of exclusive partnerships with companies like Pinterest and Spotify is expected to enhance Magnite's revenue streams and create deeper integrations, leading to increased stickiness and long-term relationships [104][108] - The company is adapting to the evolving landscape of digital advertising, focusing on building customized tech stacks for clients while maintaining a take rate model [100][108] Conclusion Magnite is strategically positioned to capitalize on the growth of programmatic advertising, the shift in data dynamics, and the potential regulatory changes in the digital advertising landscape. The company's focus on exclusive partnerships and technological integration, along with its resilience in the DV+ segment, suggests a positive outlook for future revenue growth.

Core Insights - PHND has partnered with Magnite to introduce programmatic advertising in cloud gaming on Smart TVs, allowing brands to connect with players in a new way [1][4] - This collaboration aims to provide free access to a wide range of quality games while enabling advertisers to target audiences effectively in a brand-safe environment [3][4] Group 1: Partnership Overview - PHND is leveraging Magnite's SpringServe ad server and programmatic capabilities to unlock both direct and programmatic advertising across its extensive library of games [1][2] - The partnership marks the introduction of programmatic advertising at scale in a console-quality gaming environment on Smart TVs [2][3] Group 2: Advertising and Monetization - Advertisers will have access to diverse, brand-safe inventory across leading Smart TVs, allowing for tailored campaigns based on demographics, interests, and play behavior [3] - The collaboration is expected to create sustainable revenue streams for developers while enhancing the player experience with non-intrusive ad formats [3][4] Group 3: Market Positioning - As Smart TVs become the primary hub for entertainment, this partnership positions PHND and Magnite to capitalize on the growing trend of ad-supported cloud gaming [4] - The collaboration is seen as a significant step in making ad-supported cloud gaming a mainstream entertainment channel [4]

Core Insights - Magnite and Cognitiv have announced a partnership to enhance real-time data integration, improving curation capabilities within Magnite's ClearLine solution, which allows media buyers to access premium video inventory more effectively [1][2] Company Overview - Magnite is the largest independent sell-side advertising company, providing technology for publishers to monetize content across various formats including CTV, online video, display, and audio [4] - Cognitiv is a leading advanced performance partner utilizing deep learning to predict consumer behavior and optimize advertising strategies [5] Industry Context - The media landscape is becoming increasingly fragmented across multiple channels such as streaming TV, audio, display, and mobile, necessitating advanced solutions for effective media curation [2] - The complexity of the programmatic ecosystem is driving demand for AI solutions that can enhance content signals and streamline workflows for buyers [3]

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and market outperformance [1]. Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1]. - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1]. Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the growth stock sector [1].