- Q3 headline results: Revenue $743M (+4% YoY); GAAP EPS $0.09; Adjusted EPS $0.24; Adjusted EBITDA $115M.
- 2025 guidance (reaffirmed): Net revenue growth ~8%, Adjusted EBITDA $410M–$460M, Adjusted EPS $0.75–$0.88, FCF conversion >45%.
- New AI alliance:Stagwell x Palantir to build an AI-driven marketing and data platform; early MVP already in client use via Stagwell’s media arm, Assembly.
- Stock reaction: STGW ripped higher after the open; shares were ~39% higher near $6.70 by mid‑morning U.S. Eastern time.
What’s new today
Earnings: Stagwell Inc. (NASDAQ: STGW) reported third‑quarter revenue of $743 million, GAAP EPS of $0.09, and adjusted EPS of $0.24. Management highlighted double‑digit “ex‑advocacy” momentum, with net revenue ex‑advocacy up 10% to $578 million, and adjusted EBITDA of $115 million (19% margin on net revenue). The company also pointed to $122 million in net new business for the quarter and a $100 million year‑to‑date improvement in operating cash flow versus last year. PR Newswire
Independent wire coverage from the Associated Press echoed the headline figures and noted the full‑year adjusted EPS range of $0.75–$0.88.
Street scorecard: Zacks said Stagwell topped consensus on both EPS ($0.24 vs. $0.23) and revenue ($743M vs. $734M), framing the quarter as a modest beat.
AI partnership: Before the bell, Stagwell and Palantir (PLTR) unveiled a partnership to create an AI‑driven, privacy‑aware marketing platform that stitches together Palantir Foundry, Code and Theory’s orchestration software, and The Marketing Cloud data. Stagwell said early client adoption is underway via Assembly, with a broader rollout to follow; CEO Mark Penn said the opportunity could be “potentially hundreds of millions of dollars” in revenue over time. PR Newswire
As of 14:43 UTC (9:43 a.m. ET), STGW traded around $6.31 after opening sharply higher; the intraday range had already stretched from roughly $5.00 to $8.86 in early trading.
Real‑time market dashboards also showed shares up ~39% near $6.70 by mid‑morning, reflecting both the earnings print and the Palantir deal headlines.
Guidance and operating color
Stagwell reiterated 2025 guidance for ~8% net revenue growth, Adjusted EBITDA of $410M–$460M, Adjusted EPS of $0.75–$0.88, and free‑cash‑flow conversion above 45%. Management emphasized cost discipline (labor efficiency), non‑advocacy growth, and an improving cash‑flow profile as support for the outlook into year‑end.
Why it matters
- AI arms race in advertising: The Palantir tie‑up gives Stagwell a differentiated, data‑to‑activation stack at a time when holding companies are racing to productize AI. Early MVP usage via Assembly suggests near‑term commercialization paths rather than a purely aspirational roadmap.
- Execution against targets: With Q3 adjusted EPS and revenue ahead of consensus and ex‑advocacy growth running double‑digits, Stagwell is signaling continued progress on its “technology‑led challenger” thesis while pacing to its 2025 targets. Finviz
By the numbers (Q3 2025)
- Revenue:$743M (+4% YoY)
- Net revenue ex‑advocacy:$578M (+10% YoY)
- Adjusted EBITDA:$115M (19% margin on net revenue)
- GAAP EPS / Adjusted EPS:$0.09 / $0.24
- Net new business:$122M (LTM $472M)
- Operating cash flow (YTD):$31M (up $100M YoY)
- 2025 guide:~8% net revenue growth; Adj. EBITDA $410M–$460M; Adj. EPS $0.75–$0.88; FCF conversion >45%.
What’s next
Stagwell’s Q3 2025 earnings webcast was scheduled for 8:30 a.m. ET today, with a replay to be posted on the company’s investor site. Look for management commentary on early customer use‑cases for the Palantir platform and the puts and takes in advocacy vs. non‑advocacy as the company heads into Q4.
Sources & further reading
- Stagwell Q3 2025 press release (full financials, guidance, webcast details).
- AP earnings snapshot (headline results, guidance range).
- Zacks/Finviz (consensus context: EPS and revenue beat).
- Stagwell–Palantir partnership announcement (platform architecture, deployment plan, management quotes).
- Live market snapshot (shares +~39% mid‑morning).
