Core Insights - Comscore has launched a new solution called Comscore Certified Deal IDs to address inventory quality challenges for advertisers, providing a reliable path to high-quality programmatic inventory [1][3] - The solution is initially available through Magnite's supply-side platform, which covers 96% of overall omnichannel supply according to the Jounce March 2025 Supply Benchmarking Report [2] Company Overview - Comscore is a global leader in measuring and analyzing consumer behaviors, empowering media buyers and sellers to make informed business decisions with confidence [5] - Magnite is the world's largest independent sell-side advertising company, providing technology for publishers to monetize content across various screens and formats [6] Solution Features - Comscore Certified Deal IDs allow advertisers to target top-ranked publisher properties through private marketplaces, enhancing campaign performance by automating manual inclusion/exclusion list creation [3][4] - The integration with Magnite's curated marketplace simplifies the activation of programmatic media, enabling advertisers to layer audience or vertical attributes [3] Industry Impact - The introduction of Comscore Certified Deal IDs is expected to enhance buyer confidence and improve programmatic efficiency by providing access to Comscore-vetted inventory [4] - Early adopters, such as Kelly Scott Madison, emphasize the critical need for quality inventory protections in programmatic environments [4]

Core Insights - Comscore has launched a new solution called Comscore Certified Deal IDs to tackle inventory quality challenges for advertisers, enhancing campaign performance through reliable programmatic inventory [1][3] - The solution is initially available through Magnite's supply-side platform, which covers 96% of overall omnichannel supply, leveraging Comscore's trusted content measurement rankings [2][3] Group 1: Product Features - Comscore Certified Deal IDs allow advertisers to target top-ranked publisher properties via private marketplaces, with options to layer audience or vertical attributes [3] - The integration combines Comscore's Media Metrix and Video Metrix rankings with Proximic programmatic capabilities, automating the creation of inclusion/exclusion lists [3] - This solution provides flexibility for advertisers to target the Comscore Top 100, 500, or 2,000 site rankings [3] Group 2: Industry Impact - The partnership with Magnite enhances buyer confidence and improves programmatic efficiency by validating and packaging publisher inventory [4] - The solution is critical for clients seeking inventory quality protections in programmatic environments, as noted by industry professionals [4] - This launch is the first in a series of enhancements planned for the Comscore Certified Deal ID solution [4] Group 3: Company Background - Comscore is recognized as a global leader in measuring and analyzing consumer behaviors, providing comprehensive cross-platform measurement [5] - Magnite is the largest independent sell-side advertising company, facilitating monetization of content across various formats and screens [6]

Core Insights - The digital advertising market is projected to grow at a CAGR of 15.4% from 2025 to 2030, driven by mobile penetration, social media, and programmatic advertising [2] - The Trade Desk (TTD) and Magnite (MGNI) are key players in this space, with TTD focusing on demand-side solutions and MGNI on supply-side solutions [1][3] Company Analysis: The Trade Desk (TTD) - TTD reported a record-breaking spend of over $12 billion on its platform in Q4 2024, indicating strong advertiser demand [4] - The introduction of the Ventura Operating System for Connected TV (CTV) aims to enhance efficiency and targeting capabilities [4][5] - TTD's acquisition of Sincera is expected to improve its programmatic advertising platform by integrating data quality insights [5] - The company faces operational challenges due to maintaining two platforms, which could impact performance if delays occur in adopting the new Kokai platform [6] - TTD is under pressure from macroeconomic uncertainties and competition from major players like Google and Amazon [7] Company Analysis: Magnite (MGNI) - MGNI's contribution from CTV increased by 19% year-over-year for 2024, generating $607 million in contribution ex-TAC and processing over $6 billion in ad spend [8] - The company sees Netflix as a significant opportunity for growth as it expands its ad tier, expecting contribution ex-TAC growth of over 10% in 2025 [9] - MGNI's partnerships with major companies like Disney and its expansion into live sports are expected to drive further growth [10] - The SpringServe ad server and streaming SSP platform are key catalysts for MGNI, enabling direct relationships with major streaming platforms [12] - MGNI's costs per ad request have decreased significantly, with a 26% reduction for DV+ and a 45% reduction for CTV in 2024 [12] Market Performance - Both TTD and MGNI shares have declined due to a tech sell-off, with MGNI down 28.5% and TTD down 54% over the past three months [14] - TTD is considered overvalued with a Value Score of F, while MGNI has a Value Score of B [15] Valuation and Earnings Estimates - TTD's forward 12-month price/earnings ratio is 28.37X, compared to MGNI's 12.83X [17] - Analysts have revised TTD's earnings estimates downward, while MGNI's estimates remain unchanged [18][20] Investment Recommendation - MGNI is viewed as the smarter pick due to its stronger valuation, diversified partnerships, and expanding CTV footprint [21]

Core Insights - Magnite has launched the next generation of its SpringServe video platform, aimed at enhancing the advertising process for media owners and buyers in the CTV/OTT space [1][3] - The platform connects buyers to 99% of US streaming supply, verified by Jounce Media, and offers tools for streamlined workflows and yield optimization for media owners [2] Company Developments - Initial clients of the new SpringServe platform include major players such as Disney Advertising, LG Ad Solutions, Paramount, Roku, Samsung, and Warner Bros. Discovery [1] - The platform is designed to provide greater transparency, predictability, and control over ad placements, which is essential for effective monetization and yield management [3] Industry Impact - The unified platform is expected to enhance the advertising process, allowing for better demand source control and real-time ad placement optimization [3][4] - The advancements in programmatic capabilities are seen as crucial for driving efficiency and performance in the advertising landscape [3][4] Functional Enhancements - The SpringServe platform includes features such as intelligent ad decisioning, automated ad routing, centralized deal management, and integration of first- and third-party data [6] - A streamlined user interface and reporting tools are also part of the platform, aimed at improving ad operations for CTV and OTT publishers [6]

NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- Magnite (NASDAQ:MGNI), the largest independent sell-side advertising company, today announced an agreement with Western Union to support growth of the financial services company's new Media Network business. In doing so, Magnite will provide Western Union with technology to buy media as an advertiser and monetize its owned media. To further increase direct access to streaming inventory, Western Union Media Network is the first commerce media company to leverage M ...

NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- Magnite (Nasdaq: MGNI), the largest independent sell-side advertising company, will announce its financial results for the first quarter ended March 31, 2025 after the market close on Wednesday, May 7, 2025. The Company will host a conference call at 1:30 PM (PT) / 4:30 PM (ET) the same day to discuss its financial results and outlook. Live conference call Toll free number: (844) 875-6911 (for domestic callers)Direct dial number: (412) 902-6511 (for internati ...

Core Insights - Magnite has expanded its global partnership with Samsung Ads, leading to double-digit gross revenue growth for Samsung Ads on the Magnite Streaming SSP from 2023 to 2024 [1][2] Group 1: Partnership and Growth - The partnership aims to enhance audience addressability in streaming by utilizing the Magnite Access product to manage behavioral audience data effectively [2] - Samsung Ads has established the largest single source of TV data in the US market, with 88 million monthly active users on Samsung TV Plus, which has recently expanded to Singapore, the Philippines, and Thailand [3] Group 2: Technological Advancements - The collaboration has resulted in technological breakthroughs, including simplified genre targeting for contextual advertising and improved forecasting capabilities, which support the rapid growth of viewership on Samsung TV Plus [4] - Magnite Storefront within the Magnite Access suite is expected to enhance data capabilities and empower Samsung Ads' sales team to deliver superior solutions for advertisers [4] Group 3: Industry Positioning - Samsung Ads operates in over 25 countries, leveraging its reach across smart devices to engage audiences through various premium entertainment services, including Samsung TV Plus, which is recognized as the leading FAST service globally [6][7] - Magnite is positioned as the world's largest independent sell-side advertising company, facilitating billions of advertising transactions monthly across multiple formats [5]

Core Insights - Magnite has expanded its partnership with Cross Screen Media following a successful 2024 election cycle, leveraging its self-service buying solution, ClearLine, to enhance advertising efficiency and voter reach [1][3] Group 1: Partnership and Technology - The partnership aims to eliminate intermediaries, allowing for more direct spending on working media and improved voter engagement [1][3] - ClearLine was utilized alongside two DSPs and a linear TV schedule in a 2024 statewide race, resulting in a 4% incremental reach over other digital and TV components and an 8% incremental reach beyond DSPs alone [2] Group 2: Market Context and Demand - With 40% of swing voters unreachable via linear TV, direct access to CTV inventory is essential for maximizing reach among likely voters [3] - The political advertising landscape demands responsive platforms that allow for quick adjustments in budgets, creatives, and targeting, which ClearLine provides [3][4] Group 3: Future Outlook - ClearLine is positioned as a future-oriented solution for political advertisers, facilitating efficient and measurable connections with voters as CTV spending continues to grow [4]

Magnite's self-service buying solution enabled Cross Screen Media to drive incremental reach during the 2024 election WASHINGTON, March 19, 2025 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, announced an expanded partnership with Cross Screen Media following a successful 2024 election cycle. The adoption of ClearLine, Magnite's self-service buying solution, helped Cross Screen Media bypass middlemen, put more spend toward working media, and drive incremen ...

Reduces Interest Rate by an Additional 75 Basis Points Over $2.7 Million in Yearly Interest Payment Savings NEW YORK, March 18, 2025 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the world's largest independent sell-side advertising company, today announced the second successful repricing of its $363 million senior secured term loan facility (Term Loan) due February 2031. The repricing reduces the interest rate by 75 basis points to Term SOFR + 3.00% from the previous rate of Term SOFR + 3.75% and will result ...