Core Insights - Stagwell Inc. (NASDAQ: STGW) has achieved revenue growth driven by digital transformation services for prominent brands and a proactive M&A strategy [1] - The company is expected to continue experiencing inorganic growth following recent acquisitions made in 2025 [1] Financial Analysis - The analysis focuses on cash flow statements and unlevered free cash flow figures, with assumptions based on historical financial data and forecasts regarding the business model's future [1] - Financial models may incorporate various metrics such as cost of capital, cost of debt, WACC, share count, and net debt [1] - The analysis typically emphasizes trading multiples like EV/FCF, net income, and EV/EBITDA [1]

Core Insights - Stagwell returns as the official LIONS Sport Partner for the Cannes Lions International Festival of Creativity in 2025, featuring a variety of special programming and new partnerships with notable athletes and celebrities [1][2][10] Group 1: Event Highlights - The event will include the second annual Wine & Spirits Festival, a speakeasy honoring Hall of Fame inductees Carmelo Anthony and Sue Bird, and daily workouts such as a pickleball competition and guided runs with Olympic Gold Medalist Sir Mo Farah [1] - New partners for SPORT BEACH 2025 include Nancy Kerrigan Solomon, Ryan Reynolds, Sloane Stephens, and Dwyane Wade, who will participate in various programming throughout the week [2][5] Group 2: Athlete and Partner Profiles - Nancy Kerrigan Solomon is a two-time Olympic medalist and US National Champion in Figure Skating, recognized for her advocacy work and contributions to the Nancy Kerrigan Foundation [5] - Ryan Reynolds is a Canadian actor and entrepreneur known for the Deadpool franchise, which has grossed over $2 billion globally, and for his various successful business ventures [5] - Sloane Stephens is a Grand Slam champion and founder of a clean body care brand, impacting over 15,000 youth annually through her foundation [5] - Dwyane Wade is an NBA Champion and Hall of Famer with numerous entrepreneurial investments and philanthropic efforts, including co-founding the Social Change Fund United [5] Group 3: Media and Brand Partnerships - Boardroom, co-founded by Kevin Durant, focuses on the intersection of sports, entertainment, and business, reaching over 52 million unique visitors monthly [4][6] - Integral Ad Science (IAS) provides media measurement and optimization services, ensuring ads are seen in safe environments while improving return on ad spend [6] - Life Time is a modern lifestyle brand with over 180 Athletic Country Clubs, recognized as one of Fast Company's Most Innovative Companies of 2025 [6] - Minute Media operates leading sports content brands and reaches 200 million monthly users, enhancing digital content experiences [6] Group 4: Additional Partnerships - Previously announced partners for SPORT BEACH include major brands and organizations such as Adobe, NBCUniversal, and PayPal, showcasing a diverse range of industries involved [8]

Core Insights - Assembly has launched Scene Modeled Media Attribution (MMA), an enhancement to its STAGE Scene app aimed at transforming marketing measurement and optimization for brands [1][6] - The new app is designed to increase the frequency and detail of marketing mix model outputs while automating data processes for clients [2] Performance Improvements - Brands utilizing Scene MMA can expect an ROI boost of up to 13%, a 26% reduction in modeling time, and an average of 30% cost savings compared to competing platforms [4] - The app resolves discrepancies between various attribution sources, enabling real-time campaign optimization across all media channels [3] Technological Integration - Scene MMA will integrate with STAGE, Assembly's global operating system, and leverage STAGE AI for faster modeling and insights [6] - The app is currently in BETA testing and is expected to be available for clients later this year [6] Industry Recognition - Assembly has achieved Certified Company status with META, showcasing its expertise in utilizing META technologies for digital campaign management [5]

Economic Sentiment - 51% of voters believe the economy is strong, an increase of 5 points since April 2025 [1] - 42% of voters feel the country is on the right track, up 3 points from April 2025 [6] - 34% of voters report their personal financial situation is improving, while 39% say it is worsening, marking the lowest percentage since October 2021 [6] Approval Ratings - President Trump's approval rating stands at 47%, with 87% of Republican voters approving [2] - The Republican Party's approval rating is at 52%, the highest since March 2023, while the Democratic Party's approval is at 42% [6] Policy Support - Majority support for Trump's immigration policies and government efficiency, with 84% favoring lower prescription drug prices for Medicare recipients [5][6] - 70% of voters support raising the top income tax rate, while 63% favor actions to close the Southern border [6][11] Tariff and Trade Opinions - Voters are split on Trump's tariff policies, with 57% believing they are harming the economy [11] - 60% of voters think the U.S. has been taken advantage of in trade [11] International Relations - 59% of voters support Trump's relations with Saudi Arabia, while 62% express ethical concerns regarding Trump's acceptance of a luxury Boeing 747 from Qatar [11] - 62% of voters believe the Trump administration should continue providing weaponry to Ukraine and impose sanctions on Russia [18]

Group 1 - Stagwell has appointed Connie Chan as Chief Growth Officer for the Asia Pacific region, effective July 2025, to lead growth strategy and operations [1][2] - The appointment follows Stagwell's acquisition of ADK GLOBAL and reflects the company's growth momentum in the APAC region, which now has 2,500 employees across 34 offices [2][4] - Chan will report to Ryan Linder, EVP, Global Chief Marketing Officer, who emphasized the extraordinary opportunities in the Asia Pacific market [3] Group 2 - Chan has a strong background in media, marketing, and strategic communications, previously serving as CEO of OMD China and holding leadership roles at WPP [4] - Stagwell aims to harmonize creativity with technology to drive effectiveness and improve business results for clients, with a unified purpose across its specialists in over 45 countries [5]

Core Viewpoint - The article emphasizes the importance of value investing and highlights Stagwell Inc. (STGW) as a strong value stock based on various valuation metrics [2][7]. Valuation Metrics - Stagwell Inc. (STGW) has a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential for value investors [4]. - The Forward P/E ratio for STGW is 5.89, significantly lower than the industry average of 8.42, with a historical range between 5.38 and 9.95 over the past 52 weeks [4]. - The P/B ratio for STGW is 1.84, compared to the industry average of 4.64, with a historical range of 1.66 to 2.87 [5]. - STGW's P/CF ratio stands at 8.05, which is attractive relative to the industry average of 10.68, with a historical range of 3.86 to 9.10 [6]. Investment Outlook - The combination of STGW's favorable valuation metrics and strong earnings outlook suggests that the company is likely undervalued, making it an appealing investment opportunity for value investors [7].

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].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______________ to ______________ Commission File Number: 001-13718 Stagwell Inc. (Exact name of registrant as specified in its charter) Delaware 86-139 ...

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]