STGW News & Events

Stagwell (STGW) announced a strategic partnership with AppLovin (APP) that brings AppLovin's advanced mobile advertising platform, Axon, into Stagwell's media offering, providing clients with enhanced transparency, measurement, and reporting tools for smarter, highly effective mobile campaigns.Axon by AppLovin is a leading mobile marketing platform, reaching over a billion users every day across mobile apps and connected TV. With a large network of top-ranked gaming apps and a proprietary AI engine for real-time ad optimization, it is one of the most influential platforms in mobile and performance advertising. Through the partnership, Stagwell clients will gain access to a billion potential customers that are highly engaged inside mobile games.

On March 4, 2026, the Board of Directors authorized an extension and a $350M increase in the size of the previously approved stock repurchase program. Under the Repurchase Program, as amended, we may repurchase up to an aggregate of $725M of shares of our outstanding Class A common stock, par value $0.001 per share, with any previous purchases under the Repurchase Program continuing to count against that limit. With the increase, we have a total of approximately $400M available for repurchases. The Repurchase Program will expire on March 4, 2029.

Reports Q4 revenue $807M, consensus $797.4M. "In 2025, Stagwell increased its strategic pivot toward AI applications and services, building a powerful foundation for 2026. With accelerating growth ex-advocacy, record net new business, expanding margins and doubled free cash flow, our FY25 results prove our strategy is working," shared Mark Penn, Stagwell's Chairman and CEO. "We see great opportunity in 2026 to capitalize on an industry distracted by restructurings and mergers, and bolster our position as a winner in the age of AI."