Business RelationshipsRecent comments on The Digiday Podcast from Disney’s Jamie Power, SVP of Addressable Sales, has once again sparked fears of disintermediation of MGNI’s exclusive SSP role within DIS inventory through the company’s DRAX product.
Financial PerformanceThe take rate has decreased significantly due to the shift towards CTV, impacting gross margins negatively.
Market CompetitionMGNI's share price is under pressure on press reports that Disney's Real-Time Ad Exchange (DRAX), is no longer using MGNI.