Stagwell and Palantir Partner to Launch AI-Driven Marketing Platform, Shares Surge 85%

Stagwell's Palantir pact boosts shares, slashes labor needs

Stagwell investors are on cloud nine after the company secured a partnership with Palantir, which is bringing back memories of the dot-com bubble. Seldom does a tech company attract the kind of attention that Palantir does. Even the slightest press release can send PLTR or an associated stock flying, much like Stagwell, which is working with Palantir to create an AI platform that combines Foundry with Code and Theory's orchestration layer and The Marketing Cloud's data to conduct campaigns on a large scale. The firms claim that Stagwell's Assembly unit is currently using it with clients, and a wider deployment will follow. Image source: Caballero-Reynolds/Getty Images Stagwell shares soar on Palantir news Palantir CEO Alex Karp framed the value proposition bluntly. Stagwell CEO Mark Penn dubbed the suite "the holy grail of marketing." He said it lets big companies improve their operations with sophisticated targeting and AI, and he has suggested that it might bring in hundreds of millions of dollars over time. Stagwell shares rose as much as 85% in premarket trading in response to the news. The project uses Palantir's Foundry platform, Stagwell agency Code and Theory's orchestration tools, and first-party data from the Stagwell Marketing Cloud. The AI engine is already being tested in its Assembly section and is designed to automate tasks that previously required entire teams. Penn said initiatives that used to take "50 to 100" people may now be managed by "a minimal number." AI disruption with enterprise intent Stagwell and Palantir are presenting the platform as a transformation engine for marketing operations, suitable for businesses. Local teams and managers can use natural language prompts to ask questions in simple English and receive audience segmentation, creative ideas, or campaign rollouts immediately. Palantir's Kevin Kawasaki said the quiet part out loud: "It takes significantly less coding ability to do something like that with our product, therefore people with extreme domain expertise can execute their ideas much, much faster." In his words, "delivering an AI‑first product is fast... and you can deliver well beyond the old SaaS model." It also uses what both companies called "novel differential privacy" technologies to keep user data safe while allowing for more precise targeting. That privacy-by-design approach is probably meant to help sell the platform to industries that are heavily regulated, including health care, retail, and financial services. The goal is big. Penn intimated that the relationship may become a nine-figure business and claimed that the corporation anticipates "revenue in 2026" from the implementation. MUEVRA implications: Timely pivot or trend surfing? The timing of the Palantir partnership is more than simply serendipitous. It might be deadly. Stagwell, like many other digital publishers and media firms, has been working behind the scenes since Google's big core update in June 2025 and the AI Overviews extension in July. These changes make it extremely challenging for many significant news and content firms to attract attention. After MUEVRA, systems that provide direct information, structured data, and unique features are more likely to become useful again. The Palantir-Stagwell platform strives to address all of those criteria. The project satisfies Google's E-E-A-T requirements by using AI orchestration to work with private data and focusing on real-world purposes like automating campaigns. In addition, it backs up the new "intent over keywords" approach by offering users a way to obtain answers and perform actions in real time. A different angle: the human resources impact The story behind the story isn't just "AI + marketing." Stagwell isn't merely selling software; it's also simplifying operations. That's what it means when it says a small pod with AI can conduct campaigns that used to take 50 to 100 people. This suggests two options: * If prices and platform fees change, Stagwell's margins will grow. * Clients may move money from human resources to media and measurement, where Stagwell will perform. All of this means Stagwell is sounding the alarm for traditional, full-time agency models. The main goal is to become the operating system that manages data, media, and creativity. This role may divert work away from point solutions in the ad stack, but Stagwell and its clients will not be complaining. * Winners: Palantir (expanding its commercial TAM beyond government and industry), Stagwell (raising its platform take-rate and services pull-through), and enterprise marketers (reducing expenses and cycle time). * Traditional holding-company operations that are built on manpower, point tools that don't work with a single ontology, and regular martech suites are at risk if Foundry-level integration turns out to be more reliable. What to watch in Stagwell-Palantir project: * Adoption speed: The number of live business pilots each quarter * Proof of revenue: Revenue linked to the platform in 2026 * Unit economics: Proof that AI-assisted delivery speeds up the process and increases the gross margin * Privacy posture: How "differential privacy" is put into place and checked for regulated industries A high‑stakes bet with early momentum For now, the partnership commands the narrative, the buzz in the market, and the correct macroeconomic backdrop. But whether the hike is merely a blip or the start of a long-term shift will depend on how effectively it's implemented. AI has produced a lot of sugar highs on Wall Street in 2025. The next stage for Stagwell is to turn this speculative pop into additional cash. That will include translating pilot use into general company use, making ensuring that data protection meets regulatory requirements, and offering campaign success measures that are better than the previous ones. Still, if even a tiny fraction of the early excitement comes true, this might be one of the most major bets on leveraging AI in marketing since Adobe's generative endeavor. The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc. This story was originally published November 11, 2025 at 10:33 AM.

Stagwell stock soars after Palantir partnership to build AI marketing platform By Investing.com

Investing.com -- Stagwell (NASDAQ:STGW) stock soared 50% after announcing a partnership with Palantir Technologies (NYSE:PLTR) to develop an AI-driven marketing platform aimed at enhancing marketing ROI for enterprise clients. The new platform combines Palantir's Foundry software with Code and Theory's orchestration software and The Marketing Cloud's proprietary data sources. The solution is designed to help large enterprises analyze millions of records to identify, segment, and better understand audiences before launching campaigns. According to the announcement, the partnership has already secured early client adoption through Stagwell's media company Assembly, with plans to roll out the offering more broadly in the coming months. "This is the holy grail of marketing brought to life," said Mark Penn, Chairman and CEO of Stagwell. "This enables large enterprises to enhance their marketing processes utilizing advanced targeting and AI capabilities so that data can be used and implemented to increase bottom-line results." The news came alongside Stagwell's third quarter results, which showed net revenue growth of 6% YoY to $615 million. Excluding advocacy business, net revenue grew 10% YoY, with digital transformation net revenue up 12% and marketing services net revenue increasing 9%. The company reported net income attributable to common shareholders of $25 million, compared to $3 million in the same quarter last year. Adjusted EBITDA rose 3% to $115 million, while adjusted earnings per share reached $0.24 versus $0.22 in the prior year period. Stagwell also provided guidance for 2025, projecting total net revenue growth of approximately 8% with adjusted EBITDA between $410 million and $460 million. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Palantir Technologies Inc. and Stagwell Join Forces to Design Product for the Future of Marketing

Palantir Technologies Inc. and Stagwell announced a groundbreaking partnership centered around an AI-driven platform for marketers that will bring the full power of data and AI together to increase marketing ROI. The new solution pairs Palantir's Foundry with Code and Theory's orchestration level software and The Marketing Cloud's proprietary data sources and solutions. This combination creates state-of-the-art tools for large, complex teams to create and implement marketing programs at scale. Stagwell is also using novel differential privacy technology to protect the data. The Palantir-Stagwell partnership is already seeing client adoption of its early MVP model in the United States through Stagwell's leading media company Assembly. Stagwell plans to roll out the offering to the broader network and clients on an opt-in basis in the coming months. Clients will have access to a central hub for marketing that enables a wide range of use cases, including audience alignment optimization and campaign management. The platform is AI-based to enable large companies to access and append their marketing data to create agents that will then implement complex marketing processes. The platform allows large enterprises to sift through tens of millions of records to identify, segment, and better understand audiences ? helping improve brand performance strategies and maximize overall ROI before launching campaigns. It will be sold as a standalone platform that companies can use to monitor and enhance their marketing efforts. The platform could also be applied to augment supply chain analysis and solve regionalization problems of large networks.