Aug. 17 at 9:20 PM
$MGNI Has anyone else run their own numbers on possible permutations when (if!) brinkema announces the remedies verdict?
interested to hear other people’s views on
-how much market share google will lose
-how much of that market share magnite will pick up
-what that increased revenue will actually be ex-tac
-how we model the incremental margin on that revenue increase
-what the timescales will be to full gain (i.e. how quickly will google ‘have’ to lose that market share by
-how that affects FY 2027 and 2028 EPS
-what PE ratio the market will decide magnite deserves at that point
-how a potential
$X00M damages ruling in the magnite vs google MDL case affects the magnite share price
