STGW
Stagwell Inc.5.52
-0.04-0.72%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.43BP/E (TTM)
78.86Basic EPS (TTM)
0.07Dividend Yield
0%Recent Filings
8-K
FY25 revenue up 6%, FCF doubles
Stagwell reported FY25 net revenue up 6% to $2.43B, with ex-advocacy net revenue surging 9%; adjusted EBITDA hit $422M while free cash flow doubled to $187M. Marketing Cloud rocketed 230%, fueled by AI pivots. Board boosted buyback by $350M, leaving $400M available. 2026 guides 8-12% net revenue growth, $475-525M adjusted EBITDA. Cash flow doubled.
8-K
Closes digital ad asset buy
Stagwell Inc. closed its asset purchase of a digital advertising company on January 30, 2026, issuing 863,624 shares of Class A common stock valued at $5.625 million. Contingent payments up to $5.375 million and $7.0 million may follow if performance targets hit over two-year periods starting January 31, 2026, and 2028—payable in stock at Stagwell's option. Deal bolsters digital capabilities. No cash proceeds.
10-Q
Q3 FY2025 results
Stagwell posted Q3 revenue of $743M, up 4.5% y/y, with operating income jumping 45.8% y/y to $60.9M on tighter office costs despite higher amortization from buys. Diluted EPS hit $0.09, verified against 259.6M shares. Cash held steady at $132M; debt climbed to $1.5B including $1.1B 5.625% notes due 2029, with $297M revolver room. Marketing Services and Digital Transformation drove gains, offsetting post-election Communications drop. Acquisitions like ADK added APAC reach. Client spending cuts loom large.
8-K
Q3 net rev up 6%, ex-advocacy 10%
Stagwell posted Q3 net revenue of $615M, up 6% YoY, with ex-advocacy net revenue surging 10% to $578M on 9% Marketing Services and 12% Digital Transformation growth. Adjusted EBITDA hit $115M at 19% margin; YTD ops cash flow soared $100M. Net new business struck $122M. 2025 guides ~8% net revenue growth, $410M-$460M EBITDA. Ex-advocacy margins expanded sharply.
8-K
Stagwell CAO departs with severance
Stagwell Inc. finalized the departure of Chief Accounting Officer Vincenzo DiMaggio on September 19, 2025, after eliminating the standalone role in July, with a severance package offering nine months of base salary and COBRA subsidies through March 31, 2026. Frank Lanuto, Executive Vice President of Finance, steps in as principal accounting officer on that date, ensuring continuity without disruptions. No disagreements prompted the exit. Equity vesting accelerates for some awards, while others proceed on schedule.
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