在2025年4月4日,Magnites的CTV收入猛增至前TAC销售额的48%,导致收入增长10%,尽管EPS略微错过了估计。
Magnite's CTV revenue surged to 48% of ex-TAC sales in Q4 2025, driving a 10% revenue increase, though EPS slightly missed estimates.
Magnite公司报告说,2025年第四季度的收入为6.7亿美元,比上一年增加10%,CTV现在已成为最大的部分,占前TAC公司收入的48%。
Magnite reported fourth-quarter 2025 revenue of $670 million, up 10% year-over-year, with CTV now its largest segment, contributing 48% of ex-TAC revenue.
非GAAP EPS是0.34美元,略低于0.35美元的估计数。
Non-GAAP EPS were $0.34, slightly below estimates of $0.35.
经调整的EBITDA达到2.32亿美元,上升18%,差幅为34.7%。
Adjusted EBITDA reached $232 million, up 18%, with a 34.7% margin.
该公司宣布了一个新的两亿美元份额回购计划, 期望CTV在2026年增长28%-30%, 并预测DV+收入将下降6%-8%。
The company announced a new $200 million share repurchase program, expects CTV to grow 28%-31% in 2026, and projects a 6%-8% decline in DV+ revenue.
它强调了SpringServe平台的AI进步,包括行业首个代理对代理活动.
It highlighted AI advancements in its SpringServe platform, including an industry-first agent-to-agent campaign.
股票股价上升27美元至11.97美元,市场上限为17.2亿美元,并获得协商一致的“收购”评级。
The stock rose $0.27 to $11.97, with a market cap of $1.72 billion and a consensus "Moderate Buy" rating.