Earnings summaries and quarterly performance for Stagwell.
Executive leadership at Stagwell.
Board of directors at Stagwell.
Research analysts who have asked questions during Stagwell earnings calls.
Barton Crockett
Rosenblatt Securities
1 question for STGW
Also covers: BATRA, DSP, EEX +17 more
Cameron McVeigh
Morgan Stanley
1 question for STGW
Also covers: CCO, EQIX, IPG +4 more
Jason Kreyer
Craig-Hallum Capital Group LLC
1 question for STGW
Also covers: CDLX, CREX, DSP +18 more
Laura Martin
Needham & Company, LLC
1 question for STGW
Also covers: CNVS, CTV, CURI +12 more
SC
Steve Cahill
Wells Fargo
1 question for STGW
Also covers: DIS, NFLX
Recent press releases and 8-K filings for STGW.
Stagwell Reports Q4 and Full Year 2025 Results and Provides 2026 Outlook
STGW
Earnings
Guidance Update
Share Buyback
- Stagwell reported Net Revenue of $651 million and Adjusted EBITDA of $129 million for Q4 2025, contributing to full-year 2025 Net Revenue of $2.428 billion and Adjusted EBITDA of $422 million.
- The company issued its Full-Year 2026 Outlook, forecasting Total Net Revenue Growth of 8% - 12%, Adjusted EBITDA between $475 million and $525 million, and Adjusted Earnings Per Share of $0.98 - $1.12.
- Stagwell achieved 4% Organic Net Revenue growth ex. Advocacy in Q4 2025, which was its highest growth rate for the fiscal year, driven by 9% growth in Digital Transformation, 10% in Media & Commerce, and 111% in The Marketing Cloud.
- The company secured $106 million in net new business during Q4 2025, bringing the last twelve months (LTM) total to a record-breaking $476 million.
- Stagwell repurchased 5.5 million shares in Q4 2025, with year-to-date repurchases totaling 23.1 million.
2 hours ago
Stagwell Reports Strong Q4 and Full Year 2025 Results, Issues Optimistic 2026 Guidance, and Expands Share Buyback
STGW
Earnings
Guidance Update
Share Buyback
- Stagwell reported strong financial results for the full year 2025, with net revenue exceeding $2.4 billion (up 5.7% versus 2024), Adjusted EBITDA of $422 million, and free cash flow more than doubling to $187 million.
- The company provided optimistic guidance for 2026, projecting total net revenue growth of 8%-12%, Adjusted EBITDA between $475 million and $525 million, Adjusted EPS of $0.98-$1.12 per share, and free cash flow conversion of 50%-60%.
- Stagwell's board approved a $350 million expansion of its share buyback authorization, bringing the total capacity to $400 million, which the company intends to use aggressively to address stock undervaluation.
- Strategic initiatives in 2025 included a pivot towards AI application development, with new product launches like the Stagwell agentic targeting system and Marketing Operations Operating System (MOOS), and $51 million in cost savings actioned, contributing to improved efficiency.
- The Marketing Cloud segment achieved over $105 million in revenue for 2025, growing 34% organically for the full year, and recorded a positive Adjusted EBITDA margin of 10.8% in Q4 for the first time.
7 hours ago
Stagwell Reports Record Q4 and Full-Year 2025 Results, Issues Strong 2026 Guidance, and Expands Buyback
STGW
Earnings
Guidance Update
Share Buyback
- Stagwell reported record net revenue of $651 million in Q4 2025, a 3.4% year-over-year increase, and full-year 2025 net revenue exceeding $2.4 billion, up 5.7% from 2024. Full-year adjusted EBITDA was $422 million, and adjusted EPS was $0.83.
- The company achieved $187 million in free cash flow for 2025, more than double 2024 levels, representing nearly 45% conversion of adjusted EBITDA.
- For 2026, Stagwell expects total net revenue growth of 8%-12%, adjusted EBITDA of $475 million-$525 million, adjusted EPS of $0.98-$1.12, and free cash flow conversion of 50%-60%.
- The board approved a $350 million expansion of its buyback authorization, increasing total capacity to $400 million, with plans for aggressive share repurchases in 2026 due to perceived undervaluation.
- Strategic initiatives include a pivot towards AI application development, with the Marketing Cloud segment growing 34% organically in 2025 and exceeding $110 million in annual run rate in Q4.
7 hours ago
Stagwell Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance, and Expands Share Buyback
STGW
Earnings
Guidance Update
Share Buyback
- Stagwell reported full-year 2025 Adjusted EBITDA of $422 million and Adjusted EPS of $0.83, with free cash flow more than doubling to $187 million.
- For 2026, the company expects total net revenue growth of 8%-12%, Adjusted EBITDA of $475 million-$525 million, Adjusted EPS of $0.98-$1.12 per share, and free cash flow conversion of 50%-60%.
- The board approved a $350 million expansion of its share buyback authorization, bringing total capacity to $400 million, and is prioritizing capital deployment to AI application development and leveraging a political super cycle for future growth. The Marketing Cloud exceeded $105 million in revenue in 2025 and achieved a positive margin in Q4.
7 hours ago
Stagwell Inc. Reports Strong FY25 Results and Provides Optimistic 2026 Guidance
STGW
Earnings
Guidance Update
Share Buyback
- Stagwell Inc. reported FY25 Adjusted EPS of $0.83 and Adjusted EBITDA of $422 million, with Net Income attributable to common shareholders reaching $29 million for the year ended December 31, 2025.
- The company's Free Cash Flow more than doubled to $187 million in FY25, and it achieved $476 million in LTM Net New Business.
- For 2026, Stagwell Inc. issued guidance projecting Total Net Revenue Growth of 8% to 12%, Adjusted EBITDA between $475 million and $525 million, and Adjusted EPS of $0.98 to $1.12.
- The Board of Directors authorized a $350 million increase in the stock repurchase program, making $400 million available for repurchases until March 4, 2029.
9 hours ago
Stagwell Launches NewVoices.ai
STGW
Product Launch
New Projects/Investments
- Stagwell (STGW) has launched NewVoices.ai, a lifelike AI platform aimed at redefining how organizations manage sales, customer engagement, and retention at scale.
- NewVoices.ai functions as an independent sales agent, capable of booking appointments, driving conversions, resolving questions, and handling customer concerns globally, in any language, with 24/7 instant response.
- The platform is designed as a one-to-one intelligence layer that continuously adapts to individual preferences, history, and goals, providing personalized interactions and learning over time.
- Mark Penn, Chairman and CEO of Stagwell, stated that NewVoices.ai is central to Stagwell's strategy of AI transformation and new revenue opportunities.
Dec 10, 2025, 12:00 PM
Stagwell's Code and Theory Named Adweek's Innovation Agency of the Year
STGW
Revenue Acceleration/Inflection
New Projects/Investments
- Stagwell's (NASDAQ: STGW) creative and technology network, Code and Theory, was named Adweek's first-ever Innovation Agency of the Year on December 9, 2025.
- Code and Theory achieved 17% year-over-year revenue growth and 33% team growth, securing 35 new client wins.
- The agency is recognized for its unique model, balancing 50% engineers and 50% creatives, and its focus on AI-driven innovations, including The Machine for Stagwell, an enterprise-level AI orchestration platform.
- Client successes include a 540% increase in developer website engagement for Qualcomm and 118% growth in Sponsored TV non-endemic revenue for Amazon Ads.
Dec 9, 2025, 5:00 PM
Stagwell Details Privacy Technology for New AI and Data Platform
STGW
Product Launch
New Projects/Investments
- Stagwell (NASDAQ: STGW) announced new details on the privacy-protective technology that will power its groundbreaking, industry-first AI and data platform.
- This technology is being implemented through Stagwell's partnership with Harvard University's OpenDP and Palantir, utilizing novel differential privacy technologies to ensure customer privacy.
- The AI-powered platform offers clients a central hub for marketing, enabling large enterprises to identify, segment, and understand audiences in minutes to improve brand performance and maximize ROI.
- The Palantir-Stagwell solution is already experiencing client adoption of its early MVP model in the United States.
Nov 24, 2025, 6:01 PM
Stagwell Reports Strong Q3 2025 Results and Announces Palantir AI Partnership
STGW
Earnings
New Projects/Investments
Guidance Update
- Stagwell Inc. reported strong third-quarter 2025 financial results, with revenue of $743 million and adjusted EPS of $0.24, both exceeding analyst expectations. The company also achieved GAAP EPS of $0.09 and adjusted EBITDA of $115 million with a 19% margin on net revenue.
- The company announced a strategic partnership with Palantir Technologies to develop an AI-driven marketing platform, which is expected to generate potentially hundreds of millions of dollars in revenue over time, with early client adoption already underway.
- Stagwell secured $122 million in net new business wins and expansions during Q3 from major clients including Microsoft and Adobe. The company reaffirmed its 2025 guidance, anticipating approximately 8% net revenue growth and adjusted EPS between $0.75 and $0.88.
Nov 7, 2025, 12:54 AM
Stagwell Reports Q3 2025 Results, Announces Palantir Partnership, and Reiterates Full-Year Guidance
STGW
Earnings
Guidance Update
New Projects/Investments
- Stagwell reported Q3 2025 net revenue of $615 million, an ex-advocacy increase of 10% year-over-year, with adjusted EPS rising 9% to $0.24. Adjusted EBITDA reached $115 million, up 3% year-over-year, achieving an 18.6% margin on net revenue.
- The company announced a major strategic pivot towards technology and AI, highlighted by a partnership with Palantir to build a new audience platform, which is expected to generate significant revenue by the end of 2026. This quarter, $35 million was invested in strengthening tech capabilities, including the Marketing Cloud and the launch of Agent Cloud.
- Stagwell is on track to achieve $80-$100 million in annualized cost savings by the end of 2026, with $27 million already actioned. Year-to-date, the company has repurchased $90 million worth of shares, including $37 million in Q3 2025.
- The full-year 2025 guidance was reiterated, projecting approximately 8% total net revenue growth, adjusted EBITDA between $410 million and $460 million, and adjusted EPS of $0.75 to $0.88.
Nov 6, 2025, 1:30 PM
Quarterly earnings call transcripts for Stagwell.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more