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Keeping the Streak Alive: The Story of Duolingo
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Magnite (MGNI) investor relations material
Magnite Global Technology, Internet, Media & Telecommunications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Global Technology, Internet, Media & Telecommunications Conference 2025 summary19 Nov, 2025
Key performance drivers and market evolution
CTV growth driven by new partnerships with major publishers like NBCU, Netflix, Roku, and Warner Bros. Discovery, reflecting a strengthening ad economy and better-than-expected upfronts.
DV+ segment outperformed expectations, growing around 8% due to share gains, with consistent performance throughout the year.
Access to 29 of the top 30 CTV publishers, with YouTube as the notable exception, positions the business strongly in the evolving CTV landscape.
The CTV market is still in early stages, with a shift from direct sales to programmatic and a growing influx of new advertisers from digital platforms.
Live sports inventory, including NFL and NCAA football, is being monetized through partnerships with ESPN, virtual MVPDs, and international channels.
Strategic partnerships and technology
Netflix partnership is progressing well, with expectations for Netflix to become a top CTV customer by the end of 2025.
New commerce media partnerships (e.g., Best Buy, United Airlines) are shifting data and audience creation closer to the supply side, enhancing enterprise value.
Direct paths and two-path strategies, including partnerships with Amazon, Yahoo, and Viant, are facilitated through the Spring-Serve ad server, increasing publisher revenue.
Preferred relationships with platforms like Pinterest are driven by the ability to build customized programmatic businesses, a unique offering among SSPs.
Revenue dynamics and future outlook
Volume growth is a key revenue driver, with take rates stable but expected to have upside potential as premium inventory increases.
DV+ faces headwinds from inventory shifts to CTV but remains a strong cash flow contributor, with potential impact from Google antitrust remedies.
2026 outlook includes 11% revenue growth and 35% EBITDA margins, with assumptions based on conservative macro views and healthy CTV growth.
No Google remedy impact is included in forecasts, but ongoing litigation and potential damages are being pursued.
How will CTV take rates increase from current lows?
Explain the "sea change" in commerce media value
Magnite's role in the agentic future
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Frequently asked questions
Magnite.com is an independent advertising broker that provides technology, research, data and marketing solutions to a growing number of resellers focused on the expanding e-commerce sector of the consumer products industry. Founded in 2002 by Jeff Montgomery, Magnite's marketing services group has worked extensively with major brands across the retail and wholesale markets to educate consumers on the benefits of technology that allows a better shopping experience. Magnite, Inc. was incorporated in 2007 and is headquartered in New York, New York.
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