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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Magnite
Magnite (MGNI) investor relations material
Magnite 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Key customer and market trends
Leading global streamers and device manufacturers are driving rapid growth, with international expansion opening new programmatic opportunities.
Exclusive partnerships with commerce and media companies, such as Pinterest and United, are increasing, shifting the model toward custom exchanges and deeper integration.
Political ad spending is expected to be significant in the second half of the year, with projections of $10 million+ in revenue, mostly backloaded to Q4.
Industry shifts and technology evolution
Data curation is moving from DSPs to SSPs, making audience creation more efficient and reducing overall take rates, benefiting working media.
SSPs are capturing new revenue streams from curation and exclusive tech builds, with these trends expected to be substantial contributors to future growth.
The business model is evolving as buyers seek fewer partners and more control, leading to more modular, enterprise-level tech partnerships.
Impact of AI and regulatory environment
Generative AI and LLMs are creating headwinds for open web traffic but may also introduce new programmatic entrants, potentially benefiting SSPs.
AI integration in ad tech is ongoing, with significant industry transformation expected by 2026, though major revenue impact is not anticipated until then.
Google ad tech litigation could yield behavioral remedies, with each 1% market share shift from Google potentially adding $50 million in high-margin revenue.
Quantify curation's revenue contribution.
How do exclusive deals impact customer LTV?
What is the potential revenue from Google's market share loss?
Partial view of Summaries dataset, powered by Quartr API
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Next Magnite earnings date
Q4 202526 Feb, 2026
Magnite
Next Magnite earnings date
Q4 202526 Feb, 2026
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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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