← Magnite overview

Magnite vs Sea: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Magnite Inc (MGNI)

Q3 2026
▲3

Magnite's AI ad tools and CTV surge drive earnings beat and raised outlook

  • New in-flight ad partnership with Viasat Magnite partnered with Viasat to bring programmatic ads to in-flight screens on 4,000+ aircraft, opening a new pool of premium ad space. This expands demand for Magnite's platform, supporting future revenue growth and a higher stock price.

    This is a new partnership that expands Magnite's addressable market and demand.

  • Launch of AI-driven Magnite Orchestration Magnite launched an AI product that lets automated buying systems connect directly to its premium ad inventory. The stock jumped 10.7% on the news, as investors see this as a way to win more ad spending and stay ahead of rivals.

    This new product launch directly drove a sharp stock move and shows innovation.

  • Q2 earnings beat and raised full-year guidance Magnite reported Q2 EPS of $0.26 and revenue of $189.6 million, both above estimates, and raised its full-year outlook. Connected TV ad revenue surged 36%, showing strong demand. The stock jumped 18% as analysts raised price targets.

    This is the core financial update that beat expectations and lifted guidance, directly boosting the stock.

  • Buybacks continue while insiders sell Magnite repurchased $28 million of its own stock, a sign of confidence, but several insiders sold shares under pre-set plans. Insider selling can worry some investors, though the buyback and record profit margin show the company is financially strong.

    This gives a balanced view of capital actions and insider sentiment after the earnings pop.

July 2026
▲3

Magnite's AI ad tools and CTV surge drive earnings beat and raised outlook

  • New in-flight ad partnership with Viasat Magnite partnered with Viasat to bring programmatic ads to in-flight screens on 4,000+ aircraft, opening a new pool of premium ad space. This expands demand for Magnite's platform, supporting future revenue growth and a higher stock price.

    This is a new partnership that expands Magnite's addressable market and demand.

  • Launch of AI-driven Magnite Orchestration Magnite launched an AI product that lets automated buying systems connect directly to its premium ad inventory. The stock jumped 10.7% on the news, as investors see this as a way to win more ad spending and stay ahead of rivals.

    This new product launch directly drove a sharp stock move and shows innovation.

  • Q2 earnings beat and raised full-year guidance Magnite reported Q2 EPS of $0.26 and revenue of $189.6 million, both above estimates, and raised its full-year outlook. Connected TV ad revenue surged 36%, showing strong demand. The stock jumped 18% as analysts raised price targets.

    This is the core financial update that beat expectations and lifted guidance, directly boosting the stock.

  • Buybacks continue while insiders sell Magnite repurchased $28 million of its own stock, a sign of confidence, but several insiders sold shares under pre-set plans. Insider selling can worry some investors, though the buyback and record profit margin show the company is financially strong.

    This gives a balanced view of capital actions and insider sentiment after the earnings pop.

Latest
▲3

Magnite's AI ad tools and CTV surge drive earnings beat and raised outlook

  • New in-flight ad partnership with Viasat Magnite partnered with Viasat to bring programmatic ads to in-flight screens on 4,000+ aircraft, opening a new pool of premium ad space. This expands demand for Magnite's platform, supporting future revenue growth and a higher stock price.

    This is a new partnership that expands Magnite's addressable market and demand.

  • Launch of AI-driven Magnite Orchestration Magnite launched an AI product that lets automated buying systems connect directly to its premium ad inventory. The stock jumped 10.7% on the news, as investors see this as a way to win more ad spending and stay ahead of rivals.

    This new product launch directly drove a sharp stock move and shows innovation.

  • Q2 earnings beat and raised full-year guidance Magnite reported Q2 EPS of $0.26 and revenue of $189.6 million, both above estimates, and raised its full-year outlook. Connected TV ad revenue surged 36%, showing strong demand. The stock jumped 18% as analysts raised price targets.

    This is the core financial update that beat expectations and lifted guidance, directly boosting the stock.

  • Buybacks continue while insiders sell Magnite repurchased $28 million of its own stock, a sign of confidence, but several insiders sold shares under pre-set plans. Insider selling can worry some investors, though the buyback and record profit margin show the company is financially strong.

    This gives a balanced view of capital actions and insider sentiment after the earnings pop.

Sea Ltd (SE)

Q3 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

July 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

Latest
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

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