Core Insights - Nexxen has launched a predictions report for the 2026 FIFA World Cup, utilizing proprietary data to analyze audience behavior and provide insights for advertisers [1][3] - The report indicates that while World Cup audiences are increasing, viewing habits are rapidly diversifying across streaming and linear platforms [1] Group 1: Audience Behavior and Trends - U.S. interest in soccer has risen by 48%, with North America hosting the tournament being a significant factor [6] - 43% of fans plan to watch via streaming/apps and virtual multichannel video programming distributors (vMVPDs), marking a 14% increase from 2022 [6] - If free streaming options become available, 87% of fans would opt to watch matches on a free ad-supported streaming (FAST) service [6] - There is widespread confusion regarding where to watch, with 90% of intended viewers incorrectly identifying at least one platform that will carry matches [6] Group 2: Advertising Insights and Solutions - Nexxen's unified platform, which includes a supply-side platform (SSP) and demand-side platform (DSP), allows advertisers to engage with fans across various screens [2] - The report combines data from Nexxen Discovery, a tool that tracks audience behavior, with historical viewing patterns and a consumer survey of over 1,000 U.S. adults intending to watch the tournament [3]

Core Viewpoint - Nexxen International Ltd. is transitioning its Board of Directors to consist of six members, including five non-executive directors, as part of an ongoing governance review to align with current priorities and Nasdaq standards [2][4]. Group 1: Board Changes - Joanna Parnell and Norm Johnston have completed their terms on the Board as of January 6, 2026, with Parnell serving since 2014 and Johnston since June 2020 [3][4]. - The new Board structure will include one executive director and five non-executive directors, with plans to appoint a third independent director to the Audit Committee soon [4]. Group 2: Governance and Oversight - The changes in the Board's composition are aimed at ensuring effective oversight and acting in the best interests of shareholders [2][5]. - The Chairman of the Board, Chris Stibbs, expressed gratitude for the contributions of Parnell and Johnston, emphasizing the Board's focus on rigorous oversight and long-term value creation [5]. Group 3: Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5][6]. - The company is headquartered in Israel and has a presence in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [6].

Core Viewpoint - Nexxen International has actively engaged in share repurchase activities, demonstrating its commitment to returning capital to shareholders and enhancing long-term shareholder value [1]. Group 1: Share Repurchase Activities - In December, Nexxen repurchased 495,000 shares at an average price of $6.63 [1]. - As of December 31, Nexxen had 56,284,083 Ordinary Shares outstanding and approximately $7.5 million remaining under its current share repurchase authorization [1]. - The company has received authorization to initiate a new share repurchase program of up to $40 million, which will begin upon completion of the current program [1]. Group 2: Financial Commitment - The new share repurchase program reflects the company's ongoing commitment to returning capital to shareholders [1]. - The authorization for the new program followed the expiration of a 30-day creditor objection period and consent from its bank lenders [1].

Core Viewpoint - Nexxen International Ltd. has announced a share repurchase program, reflecting its commitment to returning capital to shareholders and enhancing long-term shareholder value [2][3]. Group 1: Share Repurchase Details - In December 2025, Nexxen repurchased 495,000 shares at an average price of $6.63, leaving approximately $7.5 million remaining under its current share repurchase authorization as of December 31, 2025 [1]. - Following a 30-day creditor objection period and consent from bank lenders, Nexxen has received authorization to initiate a new share repurchase program of up to $40 million, scheduled to begin upon completion of the current program [2]. - The new program allows Nexxen to repurchase shares at its discretion, with the possibility of suspension or modification, and any repurchased shares will be classified as dormant shares under Israeli law [3]. Group 2: Company Overview - Nexxen operates as a global advertising technology platform, specializing in data and advanced TV, with a technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [4]. - The company is headquartered in Israel and has offices across the United States, Canada, Europe, and Asia-Pacific, and is publicly traded on Nasdaq under the ticker NEXN [5].

Core Viewpoint - Nexxen International Ltd. has postponed its 2025 Annual General Meeting (AGM) to January 6, 2026, to allow shareholders more time to consider proposals and vote due to upcoming market holidays [1][2]. Group 1: AGM Details - The AGM will now take place on January 6, 2026, at 3:30 p.m. Israel time, at the Company's offices in Tel Aviv [2]. - The proposals outlined in the Proxy Statement remain unchanged, and the record date of the AGM is still December 1, 2025 [2]. - The deadline for submitting votes has been extended to 11:59 p.m. EDT on January 5, 2026 [3]. Group 2: Voting Process - The Company will count all proxy cards or voting instruction forms that have already been submitted, and shareholders do not need to resubmit unless they choose to [4]. - The Proxy Statement, which includes details regarding the AGM proposals and logistics, is available on Nexxen's investor relations website [5]. Group 3: Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [6]. - The Company is headquartered in Israel and has offices in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [7].

Core Viewpoint - Nexxen International Ltd. has published a Supplemental Proxy Statement for its 2025 Annual General Meeting of Shareholders, scheduled for December 30, 2025, which includes updates to proposals regarding the Board of Directors and compensation arrangements to better align with shareholder interests [1][2]. Group 1 - The Supplemental Proxy Statement reflects updates to certain AGM proposals approved by the Board of Directors following shareholder input [2]. - The updated proposals aim to align better with shareholder interests [2]. - Full details regarding the updated proposals and AGM logistics are available on Nexxen's investor relations website [3]. Group 2 - The Board of Directors recommends that shareholders vote in favor of all AGM proposals and urges participation to ensure votes are counted [4]. - The company will count all properly completed and submitted proxy cards or voting instruction forms towards the AGM vote tally [5]. Group 3 - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a unified technology stack that includes a demand-side platform and a supply-side platform [6]. - The company is headquartered in Israel and has offices in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [7].

Core Insights - Nexxen has launched a new feature in its advertising platform, Nexxen Health, which integrates measurement and optimization for health and pharmaceutical advertisers, enhancing data-driven advertising campaigns while ensuring privacy compliance [1][6] - The introduction of Auto Allocate in Nexxen DSP allows for real-time audience targeting and ad spend optimization, addressing previous challenges faced by health marketers [2][3] Group 1: Product Features - Nexxen Health now includes real-world health intelligence through expanded integration with PurpleLab, improving accuracy and verified outcome performance for advertisers [1][5] - Auto Allocate utilizes real-time signals to identify high-quality audiences, enabling dynamic budget optimization based on strategic audience quality and verified patient metrics [2][3] - The platform supports the entire pharmaceutical campaign lifecycle by combining targeting, activation, optimization, and measurement in one unified workflow [5][6] Group 2: Industry Impact - The integration of PurpleLab's analytics into Nexxen DSP allows advertisers to act on clinically grounded signals, enhancing data integrity and accountability in health advertising [5] - The new features are designed to help health and pharmaceutical advertisers reach interested audiences in a compliant manner while providing insights into campaign effectiveness [6]

Nexxen International Conference Call Summary Company Overview - **Company**: Nexxen International (NasdaqGM:NEXN) - **Industry**: Digital Advertising Technology - **Business Model**: Nexxen operates as an end-to-end platform integrating both buy-side and sell-side services, enhancing transaction efficiency and performance for advertisers and publishers [4][4]. Key Points and Arguments Macro Environment and Industry Dynamics - **Current Market Conditions**: There is uncertainty in the market, particularly due to tariffs affecting certain verticals, notably retail. However, this has created opportunities for other verticals to access media at more efficient prices [6][8]. - **Vertical Performance**: Retailers are cautious in their spending due to macroeconomic factors, but Nexxen is benefiting from higher margins and a larger Total Addressable Market (TAM) compared to competitors [8][9]. - **Adaptation to New Norms**: Retailers are adjusting their pricing strategies and becoming more aggressive in performance marketing to meet financial goals despite increased costs from tariffs [10][11]. Competitive Positioning - **End-to-End Model**: Nexxen's integrated technology allows for seamless data flow between buy-side and sell-side, enhancing performance and yield for both publishers and advertisers [13][14]. - **Industry Convergence**: The trend of convergence in the industry validates Nexxen's early move towards an integrated model, positioning it favorably against competitors [13][14]. Data and Technology - **Partnership with VIDAA**: Nexxen has secured exclusive access to VIDAA's ACR data, which enhances targeting capabilities and ad relevance, driving better performance [16][17]. - **CTV Market Dynamics**: The company views current volatility in the CTV space as an opportunity, as programmatic transactions are increasing, allowing for better inventory management and optimization [19][20][22]. Product Innovations - **Home Screen Activation**: Nexxen is launching a programmatic smart TV home screen activation solution, capitalizing on the captive audience during TV usage [25][26]. - **Investment in AI**: Significant investments are being made in AI to enhance internal efficiencies and improve customer engagement with the platform [41][49]. Financial Strategy - **Investment in VIDAA**: Nexxen has committed $60 million to VIDAA, aiming to expand its footprint and leverage strategic deals with DSPs [28][30]. - **Share Repurchase Program**: The company has repurchased over a third of its shares and plans to initiate a new $40 million buyback program, indicating confidence in its valuation [52][54]. Future Outlook - **2026 Opportunities**: The relationship with VIDAA and advancements in AI are seen as key drivers for growth in 2026. The company is optimistic about capturing market share and enhancing its competitive edge [57][58]. Additional Important Insights - **Market Valuation**: Nexxen is currently trading at approximately three times EBITDA, which is significantly lower than many competitors, presenting a potential buying opportunity for investors [54][58]. - **Long-term Growth Potential**: The investment in VIDAA and the development of the data platform are expected to yield substantial long-term benefits, including potential IPO opportunities for VIDAA [30][31]. This summary encapsulates the critical insights from the Nexxen International conference call, highlighting the company's strategic positioning, market dynamics, and future growth prospects.

Core Insights - Nexxen has launched Nexxen Sports, a new suite of solutions aimed at enhancing sports advertising by combining premium live sports content with data-driven audience insights and dynamic creative [1][2][3] Group 1: Product Offering - Nexxen Sports allows advertisers to reach 48% of Americans who watch live sports, with 85% tuning in weekly or more, leveraging a unified data-led platform that includes both demand-side and supply-side capabilities [2][3] - The platform enables brands to uncover unexpected audience affinities and plan optimal cross-screen media mixes, maximizing engagement and performance [3][4] - Advertisers can create custom campaigns tailored to specific marketing goals, access pre-built packages for marquee events like FIFA's 2026 World Cup, and maintain audience reach year-round [7] Group 2: Market Engagement - The offering is designed to connect brands with highly engaged sports fans across devices, capitalizing on the fact that 75% of fans use a second device while watching sports [3] - Nexxen Sports aims to provide a powerful way for advertisers to connect with fans, enhancing the overall advertising experience through data-driven activation and premium inventory [4][5] - The partnership with FanDuel Sports Network has resulted in a 40% year-over-year lift in advertising effectiveness, highlighting the value of data-driven strategies [4]

Core Insights - Nexxen International Ltd. will participate in the Raymond James TMT and Consumer Conference on December 9, 2025, in New York, NY [1][2] - The company will host a fireside chat at 8:40 AM ET, with a live webcast available on its investor relations website [2] - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [3] Company Overview - Nexxen empowers advertisers, agencies, publishers, and broadcasters to utilize data and advanced TV effectively [3] - The company's technology capabilities include discovery, planning, activation, monetization, measurement, and optimization, available individually or in combination [3] - Nexxen is headquartered in Israel and has offices in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [4]