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Stagwell (STGW)
NASDAQ:STGW
Earnings Data
Report Date
Feb 26, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.26Last Year’s EPS
0.24Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue and EBITDA growth, record net new business, and successful digital transformation efforts. The new partnership with Palantir and the surge in The Marketing Cloud revenue demonstrate a strong strategic pivot towards technology. However, the communications segment faced challenges due to reduced advocacy work and broader industry headwinds. Despite these challenges, the overall sentiment is positive, supported by cost savings initiatives, share repurchases, and strong international performance.Company Guidance
Strong Revenue and EBITDA Growth
Overall revenue reached $743 million and net revenue was $615 million, reflecting 12% and 10% increases, respectively. Ex advocacy EBITDA jumped 23% year-over-year to $103 million, achieving the highest margin in two years at 18%.
Record Net New Business
The LTM net new business increased to a record $472 million, with top client relationships averaging $28 million, indicating significant expansion.
Digital Transformation and Marketing Services Growth
Marketing Services total net revenue grew 9%, and digital transformation increased by 12%. Organic growth was strong, with Marketing Services growing 6.5% organically overall and 9% in the U.S. market.
New Partnership with Palantir
Announced a partnership with Palantir to build a groundbreaking AI-based audience platform, expected to generate hundreds of millions in new revenue.
The Marketing Cloud Revenue Surge
The Marketing Cloud segment saw net revenue growth of 138%, with a significant improvement in adjusted EBITDA margin from negative 30% to negative 4% year-over-year.
Strong International Performance
International total net revenue grew 25.9%, led by EMEA with a 39.6% increase.
Cost Savings and Share Repurchase
On track to deliver $80 million to $100 million in annualized savings by 2026, with $27 million already actioned. Repurchased $90 million worth of shares, reducing the share count by 4%.
STGW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
STGW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 06, 2025 | $4.81 | $5.62 | +16.84% |
Jul 31, 2025 | $5.16 | $5.73 | +11.05% |
May 08, 2025 | $5.81 | $5.00 | -13.94% |
Feb 27, 2025 | $6.71 | $6.36 | -5.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stagwell (STGW) report earnings?
Stagwell (STGW) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).
What is Stagwell (STGW) earnings time?
Stagwell (STGW) earnings time is at Feb 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STGW EPS forecast?
STGW EPS forecast for the fiscal quarter 2025 (Q4) is 0.26.