Every material Form 8-K MAGNITE, INC. has filed with the SEC since September 21, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Magnite reported third-quarter 2026 revenue of $204.2 million, up 14% year-over-year, and net income of $34.0 million, or $0.23 per diluted share, up 70%. The company raised its full-year 2026 guidance for contribution ex-TAC growth, Adjusted EBITDA growth and Adjusted EBITDA margin, which points to higher expected profitability for shareholders.
Q3 2026 contribution ex-TAC of $200.6 million, up 20% year-over-year and above the $188 million to $192 million guidance range
Contribution ex-TAC from CTV of $105.4 million, up 39% year-over-year; DV+ contribution of $95.3 million, up 5%
Full-year 2026 contribution ex-TAC growth raised to about 17%, from 13% to 14%; Adjusted EBITDA margin raised to about 38.5%, from at least 37%
Q4 2026 contribution ex-TAC expected between $227 million and $233 million
Magnite amended its credit agreement on October 7, 2026, cutting the interest margin on its $358 million term loan by 50 basis points to Term SOFR + 2.50%. The margin on its $175 million revolving credit facility also fell, to a range of Term SOFR + 2.50% to 3.00%, and the company estimates about $1.8 million in annualized cash interest savings. Maturities are unchanged, so the change lowers borrowing costs without altering the loan terms' timing.
Term loan margin cut 50 basis points to Term SOFR + 2.50%, from Term SOFR + 3.00%
Revolver margin range lowered to Term SOFR + 2.50%-3.00%, from 3.50%-4.00%
Company estimates about $1.8 million in annualized cash interest savings
Term loan maturity remains February 2031; revolver matures February 2029
Magnite appointed Brian Gephart as Chief Financial Officer effective October 1, 2026, succeeding David Day, who announced his retirement. Gephart has been the company's Chief Accounting Officer since June 2021, and the company also named Haas Sullivan as Chief Accounting Officer effective the same date. The filing describes leadership succession and compensation terms, not financial results.
Brian Gephart, age 47, becomes CFO effective October 1, 2026, succeeding retiring CFO David Day
Gephart's equity award totals $2.25 million: $1,575,000 in RSUs granted October 1, 2026 and $675,000 in PSUs expected in 2027
Haas Sullivan, age 43, becomes Chief Accounting Officer effective October 1, 2026, with an RSU grant of approximately $600,000
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every MAGNITE, INC. filing is on SEC EDGAR ↗. 8-K briefs of other companies →