Performance DSP brings targeting, activation, optimization and measurement into one workflow for health and pharmaceutical advertisers Expanded integration with PurpleLab® adds real-world health intelligence that improves accuracy and verified outcome performance NEW YORK, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Nexxen, a global, flexible advertising platform with deep expertise in data and advanced TV, today announced the introduction of measurement and optimization into Nexxen Health, its technology suite enabl ...

Nexxen International (NasdaqGM:NEXN) Conference December 09, 2025 08:40 AM ET Company ParticipantsBilly Eckert - VP of Investor RelationsChance Johnson - Chief Commercial OfficerConference Call ParticipantsAndrew Marrick - Managing Director and Senior Equity Research AnalystAndrew MarrickAll right, why don't we go ahead and get started. Thanks for joining us at the Raymond James TMT and Consumer Conference this year. I'm Andrew Merrick. I cover advertising technology and digital media here at RJ, and we're ...

New solution suite and site enhance sports advertising – across screens and seasons – with data, creative and premium supplyNEW YORK, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Nexxen, a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced the launch of Nexxen Sports, a new suite of solutions that combines premium, live sports content with data-driven audience insights, targeting and dynamic creative to connect brands with highly engaged sports fans across dev ...

NEW YORK, Dec. 05, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced that members of its executive and investor relations team will participate in, and host investor meetings at, the Raymond James TMT and Consumer Conference on Tuesday, December 9, 2025, in New York, NY. The Company will participate in a fireside chat at 8:40 AM ET on December 9, 2025. ...

NEW YORK, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced the Company repurchased 427,500 Ordinary Shares at an average price of $7.11 during November 2025. As of November 30, 2025, Nexxen had 56,669,327 Ordinary Shares outstanding (excluding treasury shares) and approximately $10.8 million remaining under its current share repurchase authori ...

Core Viewpoint - Nexxen International Ltd. is initiating a new Ordinary Share repurchase program for up to $40 million, reflecting confidence in its long-term prospects and aiming to acquire shares at a discounted valuation [1] Group 1: Repurchase Program Details - The new repurchase program will commence after the current program concludes and is subject to a 30-day creditor objection period as per Israeli regulations [2] - The program requires consent from the Company's bank lenders but does not need Israeli court approval [2] - If no creditor objections arise and lender approvals are obtained, the program can begin, allowing for flexibility in the number of shares repurchased [3] Group 2: Current Share Status - As of October 31, 2025, Nexxen had 57,086,122 Ordinary Shares outstanding, excluding treasury shares, with approximately $13.9 million remaining under the current repurchase authorization [4] Group 3: 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 and a supply-side platform [5] - 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]

Financial Data and Key Metrics Changes - Nexxen reported a contribution ex-TAC of $92.6 million in Q3, an 8% increase year-over-year or 14% ex-political, marking a Q3 record [16] - Programmatic revenue reached a Q3 record of $89.6 million, up 10% year-over-year or 15% ex-political [16] - Adjusted EBITDA was $28.6 million in Q3, reflecting a 30% adjusted EBITDA margin as a percentage of contribution ex-TAC [18] - Non-IFRS diluted earnings per share were $0.20 in Q3 compared to $0.27 in Q3 2023 [19] - The company generated $35.8 million in net cash from operating activities in Q3, down from $39.9 million in Q3 2023 [19] Business Line Data and Key Metrics Changes - Contribution ex-TAC from non-programmatic business declined roughly $1 million year-over-year [16] - CTV revenue declined 17% year-over-year in Q3 to $24.5 million [16] - Desktop revenue increased 67% year-over-year, while mobile revenue rose 3% [18] - Self-service contribution ex-TAC grew 11% year-over-year amid greater enterprise DSP adoption [18] - Contribution ex-TAC from data products increased 154% [18] Market Data and Key Metrics Changes - The company observed year-over-year decreases in CTV and display, as well as reduced spending within government, retail, and education verticals [16] - Competitive pressures in CTV have led to lower CPMs, affecting revenue [40] - The company expects significant CTV revenue growth opportunities in 2026 and beyond, particularly following the renewal of the VIDAA partnership [17] Company Strategy and Development Direction - Nexxen is focused on enhancing its omnichannel DSP, improving automation, performance, and user experience to attract more enterprise partners [7] - The company aims to reduce reliance on third-party DSPs and strengthen its end-to-end revenue opportunities [10] - Nexxen plans to release new DSP innovations and expand infrastructure in 2026 [14] - The strategic partnership with VIDAA has been renewed and expanded through 2029, providing exclusive access to ACR data and third-party ad monetization [10] Management's Comments on Operating Environment and Future Outlook - Management expressed disappointment in lowering guidance due to near-term headwinds, including softness in select channels and changes in a leading DSP customer's spending behavior [13] - The company remains confident in its long-term strategy and positioning, emphasizing the importance of its unique data and media assets [22] - Management believes that the combination of CTV, in-app mobile media, and enhanced data capabilities will drive growth in 2026 and beyond [32][78] Other Important Information - Nexxen repurchased approximately 1.8 million shares in Q3, investing about $18.1 million [19] - The company invested $20 million in VIDAA in Q3, with an additional $15 million planned for Q3 2026 [20] - Nexxen is exploring M&A opportunities focused on accelerating programmatic revenue growth and enhancing data capabilities [20] Q&A Session Summary Question: Steps to address DSP headwinds - Management outlined a clear path to enhance CTV media capabilities and self-service solutions to reduce reliance on third-party DSPs [27][29] Question: Current trend in CTV - Management acknowledged softness in CTV categories and increased competition leading to lower CPMs, but expressed optimism for growth in 2026 [38][40] Question: Impact of DSP spending on future guidance - Management clarified that reduced spending from a major DSP is expected to be isolated to Q4 2025 and will not materially impact 2026 performance [71][72] Question: Data licensing partnerships - Management discussed the growth potential of data licensing partnerships with Yahoo and Trade Desk, emphasizing the profitability of these initiatives [63][65] Question: Non-programmatic business impact - Management confirmed that the non-programmatic business operates in silos and does not provide benefits to the programmatic business [58][60]

Financial Data and Key Metrics Changes - Nexxen reported a contribution ex-TAC of $92.6 million in Q3, an 8% increase year-over-year or 14% ex-political, marking a Q3 record [16] - Programmatic revenue reached a Q3 record of $89.6 million, up 10% year-over-year or 15% ex-political, driven by data products and self-service [16] - Adjusted EBITDA was $28.6 million in Q3, reflecting a 30% margin as a percentage of contribution ex-TAC [19] - Non-IFRS diluted earnings per share were $0.20 in Q3 compared to $0.27 in Q3 2024 [19] - The company lowered its full-year 2025 guidance, expecting contribution ex-TAC in the range of $350 million-$360 million, representing approximately 3% growth at the midpoint [20][21] Business Line Data and Key Metrics Changes - Contribution ex-TAC from non-programmatic business lines declined by roughly $1 million year-over-year [16] - CTV revenue declined 17% year-over-year in Q3 to $24.5 million, impacted by decreased activity from third-party DSP partners and competitive CPMs [16][17] - Desktop revenue increased 67% year-over-year, while mobile revenue rose 3% [18] - Self-service contribution ex-TAC grew 11% year-over-year amid greater enterprise DSP adoption, and contribution from data products increased 154% [18] Market Data and Key Metrics Changes - The company observed year-over-year decreases in CTV and display, as well as reduced spending within government, retail, and education verticals [16][17] - Competitive pressures in the CTV market have led to lower CPMs, affecting revenue generation [40] Company Strategy and Development Direction - Nexxen is focusing on enhancing its omnichannel DSP, improving automation, performance, and user experience to attract more enterprise partners [7][10] - The company is doubling down on its DSP, Discovery, and broader data platform to drive enterprise adoption and reduce reliance on third-party DSPs [13][22] - Strategic partnerships, particularly with VIDAA, are expected to provide long-term growth opportunities through exclusive data and media access [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed disappointment in lowering guidance due to near-term headwinds, including softness in select channels and changes in DSP customer spending behavior [13][21] - The company remains confident in its long-term strategy and positioning, expecting to navigate current challenges and emerge stronger in 2026 and beyond [24] Other Important Information - Nexxen repurchased approximately 1.8 million shares in Q3, investing about $18.1 million through its share repurchase program [19] - The company invested $20 million in VIDAA in Q3, with an additional $15 million planned for Q3 2026 [20] Q&A Session Summary Question: Steps to address DSP headwinds - Management outlined a clear path to enhance self-service solutions and reduce reliance on third-party DSPs, emphasizing the launch of new CTV products and the growth of self-service offerings [27][29] Question: Current trend in CTV - Management acknowledged softness in CTV categories and increased competition leading to lower CPMs, but expressed optimism for growth in 2026 due to strategic partnerships and new product offerings [38][41] Question: Impact of DSP changes on future guidance - Management clarified that the reduced spending from a major DSP is expected to be isolated to Q4 2025 and will not materially impact performance in 2026 [22][71] Question: Data licensing partnerships - Management discussed the growth potential of data licensing partnerships with Yahoo and Trade Desk, highlighting the profitability of these initiatives [63][66] Question: Non-programmatic business impact - Management confirmed that the non-programmatic business operates in silos and does not provide benefits to the programmatic business [58][60]

Financial Data and Key Metrics Changes - Nexxen reported a contribution ex-TAC of $92.6 million in Q3, an 8% increase year-over-year or 14% ex-political, marking a Q3 record [14] - Programmatic revenue reached a Q3 record of $89.6 million, up 10% year-over-year or 15% ex-political [14] - Adjusted EBITDA was $28.6 million in Q3, reflecting a 30% adjusted EBITDA margin as a percentage of contribution ex-TAC [16] - Non-IFRS diluted earnings per share were $0.20 in Q3 compared to $0.27 in Q3 2023 [17] - Cash and cash equivalents stood at $116.7 million with no long-term debt as of September 30 [17] Business Line Data and Key Metrics Changes - Contribution ex-TAC from non-programmatic business lines declined by approximately $1 million year-over-year [15] - CTV revenue decreased by 17% year-over-year in Q3 to $24.5 million, impacted by reduced activity from third-party DSP partners and competitive CPMs [15] - Desktop revenue increased by 67% year-over-year, while mobile revenue rose by 3% [16] - Self-service contribution ex-TAC grew by 11% year-over-year amid greater enterprise DSP adoption, and contribution ex-TAC from data products increased by 154% [16] Market Data and Key Metrics Changes - The company observed year-over-year decreases in CTV and display, as well as reduced spending within government, retail, and education verticals [15] - Competitive pressures in the CTV market have led to lower CPMs, affecting revenue [35] Company Strategy and Development Direction - Nexxen is focusing on enhancing its omnichannel DSP, improving automation, performance, and user experience to attract more enterprise partners [6] - The company is doubling down on its DSP, Discovery, and broader data platform to drive enterprise adoption and reduce reliance on third-party DSPs [12] - A renewed partnership with VIDAA extends exclusive global access to ACR data and secures third-party ad monetization exclusivity, providing a competitive advantage [10] - Nexxen plans to release new DSP innovations and expand infrastructure in 2026, while also pursuing new strategic commercial partnerships [13] Management's Comments on Operating Environment and Future Outlook - Management expressed disappointment in lowering guidance due to near-term headwinds, including softness in select channels and changes in a leading DSP customer's spending behavior [12] - Despite challenges, management remains confident in the company's long-term strategy and positioning, emphasizing the importance of exclusive data and advanced technology solutions [22] - The company expects contribution ex-TAC from the VIDAA partnership to increase in 2026, supported by ACR data licensing revenue [21] Other Important Information - Nexxen repurchased approximately 1.8 million shares in Q3, investing about $18.1 million through its share repurchase program [17] - The company invested $20 million in VIDAA in Q3, with an additional $15 million planned for Q3 2026 [18] Q&A Session Summary Question: Steps to address DSP headwinds - Management outlined a clear path to address DSP headwinds, including launching a new product for programmatic TV ads and enhancing self-service solutions [24][27] Question: Current trend in CTV - Management acknowledged softness in CTV due to competition and political factors, but expressed optimism for growth in 2026 with new partnerships and innovations [33][36] Question: Impact of DSP changes on future guidance - Management clarified that the reduced spending from a major DSP is expected to be isolated to Q4 2025 and will not materially impact 2026 performance [20][41] Question: Data licensing partnerships - Management discussed the growth potential of data licensing partnerships with Yahoo and Trade Desk, emphasizing the profitability of these initiatives [49][50] Question: Non-programmatic business impact - Management confirmed that the non-programmatic business operates in silos and does not provide benefits to the programmatic business [47]

Financial Performance - Q3 2025 Contribution ex-TAC increased by 8% year-over-year, with programmatic revenue up by 10% year-over-year[18] - Excluding political contributions, Contribution ex-TAC grew by 14% and programmatic revenue grew by 15%[18] - CTV revenue reached $24.5 million in Q3 2025[18] - Adjusted EBITDA for Q3 2025 was $28.2 million, representing a 30% Adjusted EBITDA Margin[18] - Q3 2025 Non-IFRS Diluted EPS was $0.20[19] Liquidity and Capital Allocation - Net cash from operating activities in Q3 2025 was $35.8 million[19] - Cash and cash equivalents totaled $116.7 million as of September 30, 2025[19,20] - The company has $50 million undrawn on its revolving credit facility with no long-term debt[19] - Approximately 1.8 million shares were repurchased in Q3 2025, completing a $50 million share repurchase program and launching a new $20 million program[22] - The company invested an additional $20 million in VIDAA, with $15 million to be invested in Q3 2026[22] Future Outlook - The company updated its full year 2025 guidance, projecting Contribution ex-TAC between $350 million and $360 million and Adjusted EBITDA between $113 million and $117 million[24] - Programmatic revenue is expected to represent 95% of full year 2025 revenue[24]