Core Insights - Multiview has launched Audienceview, a self-service audience discovery platform aimed at B2B marketers to connect with association professionals, providing access to over 16 million B2B professionals across 30 industry segments and 850+ accredited associations [1][4]. Company Overview - Multiview is a leading B2B digital marketing agency that combines media expertise with first-party audience data to help clients maximize brand reach and revenue potential [6][7]. - The company is part of the Stagwell global network and serves a diverse range of clients, including Fortune 500 companies and over 850 purpose-driven associations [1][7]. Product Features - Audienceview offers a data-driven platform that allows marketers to autonomously build and activate media campaigns quickly, enhancing flexibility and efficiency [4]. - The platform utilizes artificial intelligence to analyze website data and recommend audience segments, optimizing media spending and targeting high-value audiences [4]. Market Impact - The introduction of Audienceview is seen as a significant advancement for the B2B ecosystem, enabling brands to achieve deeper penetration with highly relevant professional audiences [2][4]. - Multiview's partnerships with associations are designed to support their missions while providing brands with access to exclusive audiences, thereby driving growth for both parties [2][4].

Acquisitions - The Company acquired JetFuel Studio LLC and Powered by JetFuel LLC for $21.6 million, with $10.3 million paid in cash and $11.3 million in shares, plus contingent consideration up to $59.5 million based on future earnings targets[152]. - The Company also acquired Create Group Holding Limited for $15.5 million, with $11.5 million paid in cash and $4.0 million in shares, and contingent consideration up to approximately $24.0 million based on future earnings targets[154]. - The Company is in the process of acquiring ADK Group for an estimated purchase price of approximately $24 million, expected to close in Q2 2025[158]. Financial Performance - Total revenue for the three months ended March 31, 2025, was $651.7 million, a decrease of $18.3 million or 2.7% compared to $670.1 million in the same period of 2024[172][171]. - Net revenue increased to $564.2 million for the three months ended March 31, 2025, up $31.7 million or 6.0% from $532.5 million in 2024, driven by acquisitions[173]. - Operating income decreased to $18.3 million, down $7.6 million or 29.3% from $25.9 million in the prior year[174]. - Adjusted EBITDA for the three months ended March 31, 2025, was $80.6 million, a decrease of $9.7 million or 10.8% from $90.3 million in 2024[171]. - Net loss attributable to Stagwell Inc. common shareholders was $2.9 million, compared to a net loss of $1.3 million in 2024[182]. Revenue Breakdown - Revenue for the three months ended March 31, 2025, was $377.4 million, an increase of $24.6 million or 7.0% compared to the same period in 2024[187]. - Net revenue for the three months ended March 31, 2025, was $325.8 million, representing an increase of $33.0 million or 11.3% driven by new client wins and higher spending in technology and retail sectors[188]. - Revenue for the Brand Performance Network for the three months ended March 31, 2025, was $162.2 million, a decrease of $51.7 million or 24.2% compared to 2024[192]. - Net revenue for the Brand Performance Network for the three months ended March 31, 2025, was $146.9 million, a decrease of $15.7 million or 9.7% attributed to lower spending by existing clients[193]. - Revenue for the Communications Network for the three months ended March 31, 2025, was $87.6 million, a decrease of $6.1 million or 6.5% compared to 2024[196]. Expenses and Costs - Cost of services decreased by $32.4 million, while office and general expenses increased by $16.0 million due to acquired entities[175]. - Interest expense, net rose to $23.4 million, an increase of $2.4 million from $21.0 million in 2024, primarily due to higher debt levels[177]. - Staff costs increased by $1.8 million or 17.7% to $11.9 million, primarily due to an increase in headcount[210]. Cash Flow and Debt - The company had cash and cash equivalents of $137.7 million as of March 31, 2025, compared to $131.3 million as of December 31, 2024[213]. - Cash flows used in operating activities for Q1 2025 were $60.0 million, compared to $53.1 million in Q1 2024, indicating a 13% increase[220]. - Total debt as of March 31, 2025, was $1,465.3 million, an increase from $1,353.6 million as of December 31, 2024, representing an 8.3% rise[224]. Risk and Compliance - The Company has contractual commitments with media providers that exceed service revenue, posing a risk of significant uncollectible receivables during economic downturns[229]. - The Company believes it will remain compliant with its Credit Agreement covenants over the next twelve months based on current financial projections[225]. - A 10% change in interest rates would affect annual interest expense by $2.5 million, highlighting sensitivity to interest rate fluctuations[238]. - The Company is exposed to foreign exchange risks due to operations in multiple currencies, but most revenues and expenses are denominated in their functional currency, mitigating some impact[239].

Core Viewpoint - Stagwell (STGW) reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.17 per share, and showing a decline from $0.16 per share a year ago, indicating an earnings surprise of -29.41% [1][2] Financial Performance - The company posted revenues of $651.74 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.93%, and down from $670.06 million year-over-year [2] - Over the last four quarters, Stagwell has surpassed consensus EPS estimates just once, while it has topped consensus revenue estimates three times [2] Stock Performance - Stagwell shares have declined approximately 11.7% since the beginning of the year, compared to a -4.3% decline in the S&P 500 [3] - The company's earnings outlook and management commentary will be crucial for future stock price movements [3][4] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $697.25 million, and for the current fiscal year, it is $0.86 on revenues of $2.94 billion [7] - The estimate revisions trend for Stagwell is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Advertising and Marketing industry, to which Stagwell belongs, is currently in the top 28% of Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Financial Data and Key Metrics Changes - Stagwell reported net revenue of $564 million for Q1 2025, an increase of 6% over the prior period, with a 9% growth excluding advocacy [22][23] - Adjusted EBITDA for the quarter was $81 million, with a margin of 14.3%, an improvement of approximately 50 basis points over the same period in 2023 [28] - The company achieved a net revenue ratio of 65.3%, an improvement of 175 basis points over the same period in 2023 [6] Business Line Data and Key Metrics Changes - Digital transformation net revenue grew 8% to $106 million, with a 15% growth excluding advocacy [23] - Stagwell Marketing Cloud posted $63 million in net revenue, a 32% year-over-year increase, with a 45% growth excluding advocacy [23] - Creativity and communications delivered $242 million in net revenue, a 7% increase, with a 10% growth excluding advocacy [24] - Performance Media and Data reported $104 million in net revenue, a decline of 10% over the prior period [25] Market Data and Key Metrics Changes - Technology customers increased their spend by 18%, while retail customers saw a 52% increase [10] - The Middle East market experienced over 250% year-over-year net revenue growth in Q1 [13] - The company noted a significant increase in revenue from technology clients, driven by expansions at Apple and Google [23] Company Strategy and Development Direction - Stagwell aims to grow, scale, and innovate, focusing on digital transformation and creative capabilities [4][5] - The company is pursuing M&A as a key driver for international expansion and strengthening capabilities, with recent acquisitions including Jet Fuel and Unicepta [11][12] - Stagwell is committed to investing in technology, with $17 million allocated in Q1 to enhance data and software development [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, reiterating guidance for 2025 with expected total net revenue growth of approximately 8% [31] - The impact of tariffs was deemed minimal, with management stating that only one customer reduced spending due to tariffs [48][49] - The company anticipates that new business wins will start reflecting in revenue growth in the second half of the year [42] Other Important Information - Stagwell's trailing twelve months net new business reached $446 million, significantly higher than the previous year [9] - The company has a strong focus on AI and technology integration, appointing a Chief AI Officer to enhance capabilities [17] - The company completed the refinancing of its revolving credit facility, increasing capacity and improving terms [30] Q&A Session Summary Question: Can you provide more color on why you're winning more despite a cautious macro? - Management attributed success to the rise of AI and the ability to meet client challenges, while larger agencies are reorganizing and deemphasizing creativity [34][35] Question: Are you getting new clients due to consolidation among larger players? - Management indicated that Stagwell is well-positioned to compete against larger firms, leveraging its nimble and tech-infused approach [40][41] Question: When will new business wins start reflecting in net revenue growth? - Management expects to see the impact of new wins in the second half of the year, as Q1 reflects prior wins [42] Question: Can you provide details on the turnaround for Performance Media and Data in Q2? - Management noted that a significant client reduced spending in Q1, but expects new clients to follow a more typical seasonal pattern [44] Question: Have you seen changes in client behavior amid macro uncertainty? - Management reported minimal direct impacts from tariffs and emphasized that the company is not on the front lines of tariff issues [48][49]

Financial Data and Key Metrics Changes - Stagwell reported net revenue of $564 million for Q1 2025, an increase of 6% over the prior period, with a 9% growth excluding advocacy [23][24] - Adjusted EBITDA for the quarter was $81 million, with a margin of 14.3%, an improvement of approximately 50 basis points over the same period in 2023 [29] - The company achieved a net revenue ratio of 65.3%, an improvement of 175 basis points compared to the same period in 2023 [6] Business Line Data and Key Metrics Changes - Digital transformation net revenue grew 8% to $106 million, with a 15% growth excluding advocacy [24] - Stagwell Marketing Cloud posted $63 million in net revenue, a 32% year-over-year increase, and 45% growth excluding advocacy [24] - Creativity and communications generated $242 million in net revenue, a 7% increase, with a 10% growth excluding advocacy [25] - Performance Media and Data reported $104 million in net revenue, a decline of 10% compared to the prior period [27] Market Data and Key Metrics Changes - Technology clients increased their spending by 18%, while retail clients saw a 52% increase in spending [10] - The Middle East market experienced over 250% year-over-year net revenue growth in Q1 [13] - The company noted a significant increase in revenue from technology clients, driven by expansions at Apple and Google [24] Company Strategy and Development Direction - Stagwell aims to grow, scale, and innovate, focusing on digital transformation and creative capabilities [4][5] - The company is actively pursuing M&A opportunities to expand internationally and strengthen its capabilities [11] - Stagwell is investing in AI and technology solutions to enhance its service offerings and operational efficiency [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, reiterating guidance for 2025 with expected total net revenue growth of approximately 8% [32] - The impact of tariffs on business has been minimal, with management emphasizing that the company is not directly affected by tariff-related issues [49][50] - Management anticipates that new business wins will start reflecting in revenue growth in the second half of the year [44] Other Important Information - The company completed the refinancing of its revolving credit facility, increasing capacity to $750 million [31] - Stagwell's recent acquisitions, including Jet Fuel and Unicepta, are expected to enhance its capabilities in experiential marketing and analytics [12] Q&A Session Summary Question: Can you provide more color on why you're winning more despite a cautious macro environment? - Management noted that the AI era is driving increased assignments to remake consumer experiences, and Stagwell's creative capabilities are being recognized as top-tier amidst industry reorganizations [36][38] Question: Are you getting new clients due to consolidation among larger players? - Management indicated that Stagwell is well-positioned to meet client needs as larger holding companies struggle with their offerings, allowing Stagwell to capture new business [41][42] Question: When will new wins start to be reflected in net revenue growth? - Management expects to see the impact of new wins in the second half of the year, as the first quarter reflects wins from the previous half-year [44] Question: Can you provide details on the turnaround for Performance Media and Data in Q2? - Management explained that a reduction in spend from a single client affected Q1 results, but expects a rebound in Q2 as new clients come on board [46] Question: Have you seen changes in client behavior amid macro uncertainty? - Management reported minimal direct impacts from tariffs and emphasized that the company is not on the front lines of tariff issues, maintaining confidence in their full-year guidance [49][50]

` FOR IMMEDIATE ISSUE STAGWELL INC. (NASDAQ: STGW) REPORTS RESULTS FOR THE THREE MONTHS ENDED MARCH 31, 2025 Q1 YoY Revenue Decline of 3%, Q1 YoY Net Revenue Growth of 6% Q1 YoY Net Revenue Growth excluding Advocacy of 9%, Digital Transformation Net Revenue ex. Advocacy Growth of 15% Q1 Net Loss Attributable to Stagwell Inc. Common Shareholders of $3 million; Q1 Adjusted EBITDA of $81 million; Adjusted EBITDA Margin of 14% Q1 EPS of $(0.04); Adjusted EPS of $0.12 Net New Business of $130 million in Q1; LTM ...

Q1 YoY Revenue Decline of 3%, Q1 YoY Net Revenue Growth of 6%Q1 YoY Net Revenue Growth excluding Advocacy of 9%, Digital Transformation Net Revenue ex. Advocacy Growth of 15%Q1 Net Loss Attributable to Stagwell Inc. Common Shareholders of $3 million; Q1 Adjusted EBITDA of $81 million; Adjusted EBITDA Margin of 14%Q1 EPS of $(0.04); Adjusted EPS of $0.12Net New Business of $130 million in Q1; LTM Net New Business of $446 millionReiterate Guidance for 2025 of Total Net Revenue Growth of ~8%; Adjusted EBITDA o ...

Core Insights - Public attitudes toward mental health are improving, but stigma and barriers to care remain significant challenges across the U.S. [1][7] Group 1: Public Perception and Stigma - 88% of U.S. adults believe having a mental health disorder is not something to be ashamed of, yet 84% think the term "mental illness" carries a stigma [2] - More than one-third (35%) of adults would view someone differently if they learned they had a mental health condition, with higher percentages among younger adults [2] - 81% of U.S. adults feel comfortable discussing mental health with friends, indicating a willingness to engage in conversations [3] Group 2: Young Adults' Attitudes - Young adults aged 18-34 are more likely to feel negative about their mental health, with only 41% feeling positive compared to 61% of those aged 55 and older [4] - Over one-third (34%) of young adults cite not having someone to confide in as a barrier to discussing mental health openly [4] - 52% of young adults would feel comfortable discussing mental health with an AI chatbot, compared to 26% of older adults, suggesting a preference for anonymity [5] Group 3: Barriers to Care - Cost (29%) and finding a compatible provider (36%) are cited as top barriers to seeking effective mental health treatment [6] - Only 28% of U.S. adults feel their mental health is better today than a year ago, indicating ongoing challenges [6] - The survey highlights the need for continued efforts to address emotional and financial barriers to mental health support [7]

NEW YORK, May 6, 2025 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, today announced the acquisition of JetFuel, an experiential marketing services agency that accelerates brand awareness through experiences, content and conversations. JetFuel will become a subsidiary of Stagwell's integrated experiential agency TEAM. Stagwell has announced the acquisition of JetFuel, an experiential marketing services agency that accelerates brand awareness through experie ...

Stagwell (STGW) closed the last trading session at $5.62, gaining 5.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $8.88 indicates a 58% upside potential.The average comprises eight short-term price targets ranging from a low of $7.25 to a high of $10, with a standard deviation of $1.10. While the lowest estimate indicates an increase of 29% from the current price level, the mo ...