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].

Magnite (NasdaqGS:MGNI) FY Conference January 14, 2026 12:45 PM ET Company ParticipantsMichael Barrett - CEOConference Call ParticipantsLaura Martin - AnalystMichael BarrettSo, we'll see what started with what ends with.Laura MartinYou know, it happens to all of us, Michael.Michael BarrettIt did.Laura MartinIt's just not fun to go through.Michael BarrettNo.Laura MartinOkay, how are we doing on time? We are right on time. Okay, I'm going to get started. I'm Laura Martin. I'm the Senior Media and Advertising ...

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]

David focuses on growth & momentum stocks that are reasonably priced and likely to outperform the market over the long-term. He is a long term investor of quality stocks and uses options for strategy. David told investors to buy in March 2009 at the bottom of the financial crisis. The S&P 500 increased 367% and the Nasdaq increased 685% from 2009 through 2019. He wants to help make people money by investing in high-quality growth stocks.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...

Core Insights - The article emphasizes the importance of investing in growth and momentum stocks that are reasonably priced and have the potential to outperform the market in the long term [1] Group 1: Investment Strategy - The focus is on long-term investment in quality stocks, utilizing options as part of the strategy [1] - The recommendation to buy stocks was made in March 2009, coinciding with the bottom of the financial crisis, leading to significant market gains [1] - The S&P 500 saw an increase of 367% and the Nasdaq increased by 685% from 2009 to 2019, highlighting the potential for substantial returns in quality growth stocks [1] Group 2: Investor Guidance - The aim is to assist investors in making money through investments in high-quality growth stocks [1]