Stagwell Inc. and Palantir Technologies announced a partnership on November 6, 2025 to build an AI‑driven marketing platform that blends Palantir’s Foundry data‑integration engine, Code and Theory’s orchestration software, and Stagwell’s Marketing Cloud data assets. The platform will serve large enterprises with a single hub for audience segmentation, campaign management, and ROI optimization, and early adoption is already underway with Stagwell’s media company Assembly.
Stagwell reported Q3 2025 revenue of $743 million, a 4 % year‑over‑year increase that beats the consensus estimate of $742.62 million by $0.38 million. Adjusted earnings per share were $0.24, surpassing the $0.23 estimate by $0.01, a 4.35 % beat. The company’s adjusted EBITDA margin held steady at 19 % versus 19 % in Q3 2024, indicating disciplined cost management amid revenue growth. Net revenue excluding the cyclical advocacy business grew 10 % or more, underscoring the strength of Stagwell’s core marketing services.
Revenue growth was driven primarily by the Marketing Services and Digital Transformation segments, which benefited from increased demand for data‑centric campaigns and AI‑enabled media planning. The Media & Commerce segment, while still a key contributor, faced modest headwinds from a slowdown in legacy advocacy work, which is more sensitive to political cycles. The Communications and Marketing Cloud segments continued to expand, supported by the new Palantir partnership that is expected to accelerate adoption of AI tools across the network.
The partnership positions Stagwell as a “tech company’s tech company,” a phrase echoed by Chairman and CEO Mark Penn, who described the platform as the “holy grail of marketing.” Palantir CEO Alex Karp highlighted that the collaboration will “make marketing more dynamic” and “supercharge the speed of metrics collection.” Early adopters within Assembly are already reporting higher campaign efficiency and faster audience insights, suggesting the platform’s potential to generate hundreds of millions in incremental revenue for Stagwell’s broader network.
Investors reacted strongly to the earnings beat and the strategic partnership. The market cited the EPS beat, the modest revenue beat, and the forward‑looking AI platform as primary catalysts. Analysts noted that the partnership could unlock new revenue streams and enhance Stagwell’s competitive positioning against traditional agency giants, reinforcing the company’s growth strategy centered on technology.
Looking ahead, Stagwell maintains a confident outlook. Management emphasized continued focus on cost discipline while investing in high‑return verticals such as AI‑enabled marketing. The company’s guidance reflects expectations of sustained revenue growth, particularly in non‑advocacy segments, and a stable EBITDA margin. Headwinds remain the cyclical nature of advocacy work, but tailwinds include the growing demand for AI‑driven marketing solutions and the strategic partnership with Palantir, which together signal a positive trajectory for Stagwell’s long‑term growth.
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