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Magnite (MGNI) investor relations material
Magnite Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business evolution and strategy
Transitioned from a traditional SSP to a modular, customizable platform through acquisitions of Telaria, SpotX, and SpringServe, enabling differentiated offerings for top streaming clients.
Positioned as a one-stop platform for programmatic buying and selling across CTV and DV+, attracting major clients seeking integrated solutions.
Robust two-sided marketplace has led to concentrated agency spend and strong buy-side growth.
International business now represents 25% of mix and is growing faster than the U.S., with early adoption in markets like Australia and New Zealand.
M&A focus has shifted to targeted, accretive deals that accelerate the product roadmap, with no plans for large-scale acquisitions.
Key partnerships and growth drivers
Secured preferred or exclusive programmatic partnerships with top streamers, including Netflix, and OEMs like Roku, LG, Vizio, and Samsung.
Netflix partnership leverages modular ad serving and programmatic capabilities, with potential to become the largest client by year-end.
Amazon partnership spans both DSP and publisher sides, with exclusive access to Amazon Fire inventory and rapid growth in programmatic CTV.
Agency partnerships involve white-labeled, curated exchanges, driving supply path optimization and consolidating spend on the platform.
Account wins in DV+ from new client types (audio, social) and agency-curated marketplaces are fueling share gains and a virtuous cycle of growth.
Industry trends and regulatory environment
Early-stage programmatic and streaming adoption are major tailwinds, with SMB advertisers and global expansion driving future growth.
Regulatory developments in AdTech, particularly the Google antitrust case, present a generational share gain opportunity; every 1% share shift could add $50M in high-margin contribution.
Behavioral remedies during appeals could level the playing field, especially in premium publisher deals business.
GenAI-driven changes in search are reducing open web traffic, but diversified inventory and limited desktop exposure mitigate risk.
Larger publishers may benefit from new licensing or auction-based revenue streams from answer engines and agentic search.
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