)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Magnite
Magnite (MGNI) investor relations material
Magnite Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue rose 14% YoY to $204.196M; Contribution ex-TAC grew 20% to $200.628M, above the $188M–$192M guidance range.
CTV Contribution ex-TAC increased 39% YoY to $105.368M, leading growth and supporting higher FY26 guidance.
Adjusted EBITDA rose 46% YoY to $83.356M, with a 42% margin; net income increased 70% to $34.005M.
Financial highlights
Q3 gross profit was $140.180M, up 27% YoY; operating income was $50.540M, up 102%.
Net income was $34.005M versus $20.058M; diluted GAAP EPS was $0.23 versus $0.13, and non-GAAP EPS was $0.33 versus $0.20.
9M revenue rose 10% YoY to $561.390M and Contribution ex-TAC increased 16% to $551.127M.
9M net income was $57.786M versus $21.563M; Adjusted EBITDA rose 33% to $196.817M.
Operating cash flow, defined as Adjusted EBITDA less CapEx, was $68.0M in Q3 and $168.752M in 9M.
Outlook and guidance
Q4 Contribution ex-TAC is expected at $227M–$233M, including CTV of $124M–$127M and DV+ of $103M–$106M; Adjusted EBITDA opex is expected at $125M–$127M, implying a 44%–46% margin.
FY26 Contribution ex-TAC growth guidance rose to ~17% from 13%–14%; Adjusted EBITDA growth rose to ~30% from >20%, with margin guidance raised to ~38.5% from at least 37%.
FY26 free cash flow growth guidance rose to >60% from the high-40% range; CapEx guidance remains ~$60M.
FY27 top-line growth is expected to exceed 15% excluding political and 10% on a reported basis; Adjusted EBITDA margin is expected to be at least 38.5%. Guidance excludes potential Google-remedies upside.
2026 political Contribution ex-TAC is expected to exceed $40M, versus prior guidance of $15M.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Magnite
- Programmatic CTV adoption accelerates, driving growth, innovation, and strong financial leverage.MGNI
Citi’s 2026 Global TMT Conference - CTV and mobile in-app growth, DOJ remedies, and innovation drive a multi-year expansion story.MGNIBank of America 2026 Media,Communications & Entertainment Conference
- Antitrust shifts and CTV growth drive strong margins, innovation, and capital returns.MGNIRosenblatt's 6th Annual Technology Summit: The Age of AI (Part II)
- Magnite is driving CTV ad innovation with exclusive partnerships and AI-powered buying solutions.MGNIBank of America SMID Cap Virtual Conference
- CTV and commerce media drive growth as agentic tools streamline ad workflows and boost margins.MGNITechnology Leadership Forum 2026
- Q2 2026 saw 17% ex-TAC growth, 36% CTV gains, and raised full-year guidance.MGNIQ2 2026
- Q4 2025 saw strong CTV growth, record net income, and a new $200M share buyback.MGNIQ4 2025
- Q1 2025 saw revenue up 4%, Contribution ex-TAC up 12%, and CTV growth drive margin gains.MGNIQ1 2025
- Q4 and 2024 saw record CTV growth and strong financials, with a robust 2025 outlook.MGNIQ4 2024
Next Magnite earnings date
RBC Global Technology, Internet, Media and Telecommunications Conference18 Nov, 2026
Magnite
Next Magnite earnings date
RBC Global Technology, Internet, Media and Telecommunications Conference18 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.