MGNI — what changed in the latest 10-Q
A section-by-section comparison of MGNI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-05 vs the prior 10-Q · 2026-05-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +18 | −13 | ~38 | 81 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 5 |
| Controls & procedures | Text added/removed | 0 | −1 | ~3 | 0 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | −1 | ~1 | 2 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-05
Advancements in AI present both opportunities and risks to our business. AI is changing the way in which users access information and content on the open internet, in particular with respect to search referral traffic, which has and is expected to continue to decline. This shift could reduce the vol…
In addition, the emergence of AI-driven protocols and transition frameworks has the potential to simplify programmatic activation and execution, improve advertising outcomes, and increase the value of advertising inventory by surfacing valuable real-time insights. To capitalize on these opportunitie…
Revenue increased $19.5 million, or 11%, for the three months ended June 30, 2026 compared to the prior year period. Our revenue growth was driven by growth in CTV and mobile, which increased by $17.7 million, or 21%, and $1.8 million, or 3%, respectively.
Revenue increased $28.1 million, or 9%, for the six months ended June 30, 2026 compared to the prior year period. Our revenue growth was primarily driven by growth in CTV, which increased by $30.5 million, or 20%. This increase was partially offset by a decline in desktop and mobile revenue of $1.4 …
Our CTV revenue growth for the six months ended June 30, 2026 compared to the prior year period was negatively impacted by a decline in the relative percentage of transactions reported on a gross basis, compared to on a net basis. Transactions reported on a gross basis generally result in a higher r…
Text removed vs the prior filing · source: 10-Q · 2026-05-06
In CTV, solutions similar to header bidding that are geared towards increasing demand competition have largely been built directly within the ad server. For instance, our SpringServe CTV platform enables sellers to offer their inventory to multiple programmatic demand sources to compete in a unified…
Revenue increased $8.6 million, or 6%, for the three months ended March 31, 2026 compared to the prior year period. Our revenue growth was driven by growth in CTV, which increased by $12.8 million, or 18%. This increase was partially offset by a decline in revenue from mobile and desktop of $2.9 mil…
Our CTV revenue growth for the three months ended March 31, 2026 compared to the prior year period was negatively impacted by a decline in the relative percentage of transactions reported on a gross basis, compared to on a net basis. Transactions reported on a gross basis generally result in a highe…
Contribution ex-TAC increased $15.1 million, or 10%, for the three months ended March 31, 2026 compared to the prior year period.
Non-operational real estate and other (income) expense, net28 (36)
Controls & procedures
Text removed vs the prior filing · source: 10-Q · 2026-05-06
people, or by management override of the controls. The design of any system of controls also is based in part upon certain assumptions about the likelihood of future events, and there can be no assurance that any design will succeed in achieving its stated goals under all potential future conditions…
Other information
Text removed vs the prior filing · source: 10-Q · 2026-05-06
(1) Mr. Soroca ceased serving as our Chief Product Officer effective April 8, 2026.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice