Magnite(MGNI) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Performance - Contribution ex-TAC reached $166.8 million, a 12% increase year-over-year[16] - CTV Contribution ex-TAC was $75.8 million, up 18% year-over-year[16] - DV+ Contribution ex-TAC was $90.9 million, a 7% increase year-over-year[16] - Net income was $20.1 million, or $0.13 per diluted share, compared to $5.2 million, or $0.04 per diluted share in Q3 2024[16] - Adjusted EBITDA was $57.2 million, a 13% increase year-over-year, with a 34% Adjusted EBITDA margin[16] - Non-GAAP earnings per share were $0.20, compared to $0.17 for Q3 2024[16] Q4 2025 Guidance - Total Contribution ex-TAC is projected to be between $191 million and $196 million, representing growth of 6% to 9%[19] - CTV Contribution ex-TAC is expected to be between $87 million and $89 million, representing growth of 12% to 14%[19] - DV+ Contribution ex-TAC is anticipated to be between $104 million and $107 million, representing growth of 2% to 5%[19] Full-Year Expectations - The company continues to expect total Contribution ex-TAC growth above 10%[22] - The company expects mid-teens percentage growth of Adjusted EBITDA[22]