Nexxen International (NEXN) 2025 Capital Markets Day May 22, 2025 09:00 AM ET Speaker0 Good morning, everyone. For those of you Speaker1 who don't know me, my Speaker0 name is Billy Eckert, I'm Nexon's Head of Investor Relations. And we're very pleased to welcome you to our first U. S. Investor Day. Before we get started, I wanted to just extend a sincere thank you to everybody in the room that was able to be here today as well as to everybody watching along on the stream. It's been a transformational few y ...

Core Insights - Nexxen has integrated generative AI into its Data Platform, enhancing its capabilities in automating and streamlining campaign strategy development [1][2] - The new nexAI Discovery assistant allows brands like LG Ad Solutions to translate audience behavior into actionable insights, facilitating faster campaign activation [1][4] Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a flexible technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5] - The company aims to empower advertisers, agencies, publishers, and broadcasters by providing tools for discovery, planning, activation, monetization, measurement, and optimization [5] Key Features of nexAI - The integration of generative AI allows for the rapid generation of audience-specific market research and campaign strategies, reducing insight development time from days to minutes [6] - Nexxen Discovery analyzes user behavior across various platforms, providing a multidimensional view of audience preferences and trends [2][6] - The platform democratizes access to behavioral data and insights, enabling users to act without needing expert analysts [6] Client Benefits - Brands using nexAI can surface insights more quickly and with greater clarity, leading to smarter campaign decisions and improved outcomes [4] - The nexAI Discovery Assistant will be available for self-service access, with plans for broader availability and enhancements throughout the year [4]

Company Overview - Nexxen International Ltd. is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5] - 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 [6] Upcoming Investor Day - Nexxen will host an Investor Day on May 22, 2025, from 9:00 AM ET to 12:30 PM ET in New York City, featuring a comprehensive overview of the company's strategic vision, financial growth outlook, product suite, and upcoming innovations [1][2] - The event will include sessions on industry outlook by a leading advertising market expert, a customer panel discussion, and a Q&A session with executive leadership [2] Attendance and Registration - The Investor Day will be available both in-person (by invitation only) and virtually, with advanced registration required for in-person attendance [3] - A live stream of the event will be accessible to the public, and interested parties can register for the webcast ahead of the event [8]

Nexxen International (NEXN) Q1 2025 Earnings Call May 14, 2025 09:00 AM ET Company Participants Billy Eckert - VP of Investor RelationsOfer Druker - CEO & Executive DirectorSagi Niri - CFOAndrew Marok - DirectorMatthew Condon - Director Equity Research - Internet & Digital MediaNat Schindler - Managing Director - Equity Research Conference Call Participants Jason Kreyer - Senior Research AnalystMaria Ripps - Managing Director, Senior Research AnalystBarton Crockett - Managing Director & Senior Research Anal ...

Financial Data and Key Metrics Changes - In Q1, the company generated contribution ex TAC of $75 million, representing an 8% year-over-year growth [18] - Programmatic revenue reached a Q1 record of $71.8 million, reflecting a 10% increase compared to Q1 2024 [18] - Adjusted EBITDA was $23.1 million, a 95% increase from Q1 2024, with an adjusted EBITDA margin increasing to 31% from 17% [20][21] - Non-IFRS diluted earnings per share were $0.16 in Q1 2025, compared to $0.02 in Q1 2024 [21] Business Line Data and Key Metrics Changes - CTV revenue reached a record of $26.4 million, reflecting 40% year-over-year growth, accounting for 37% of programmatic revenue, up from 29% in Q1 2024 [19] - Self-service contribution ex TAC grew by 32%, while PMP revenue rose by 12% year-over-year [20] - Contribution ex TAC from display decreased by 22%, largely due to declines in non-core, non-programmatic business lines [20] Market Data and Key Metrics Changes - The company observed continued growth in CTV, video, self-service products, and PMPs, with increases across education, finance, health, and automotive verticals [19] - The company is well diversified across various verticals, mitigating risks from any single sector [35] Company Strategy and Development Direction - The company emphasizes its unified end-to-end platform, which is gaining recognition for delivering simplicity, control, and efficiency [6] - The launch of NextAI is seen as a transformational step, enhancing the advertising journey through AI and machine learning capabilities [7][8] - The company aims to capitalize on the long-term growth opportunity in CTV as consumers shift to ad-supported streaming [11] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the advertising market due to economic uncertainty but is confident in achieving its full-year guidance [23][25] - The company is well positioned to support customers in challenging markets, focusing on efficiency and stronger ROI [25][26] - The ongoing Google AdTech antitrust case could potentially benefit the company by creating a more level playing field in the market [27] Other Important Information - The company repurchased approximately 3.7 million ordinary shares in Q1, representing an investment of about $32.9 million [21] - The company has no long-term debt and plans to continue allocating capital to share repurchases [22] Q&A Session Summary Question: Can you elaborate on the macro comments and specific verticals showing strength or weakness? - Management noted some softness in April but emphasized diversification across verticals, which helps mitigate risks [34] Question: Is the reiteration of guidance due to conservatism or related to AI investments? - Management indicated that the adjusted EBITDA beat was due to several factors, including top-line performance and better utilization, while maintaining caution regarding yearly guidance [36] Question: What feedback are you receiving from customers unfamiliar with Nexon? - Management highlighted improved messaging and the rising importance of data as key factors in attracting new customers [40] Question: Will there be incremental investments to take advantage of the Google outcome? - Management stated that no extra investment is needed, as growth can be achieved with current resources [44] Question: Can you provide more color on CTV segment growth versus platform improvements? - Management anticipates reaching around 40% CTV revenues out of programmatic revenue, while remaining cautious about external factors [49] Question: What partnerships are driving growth? - Management emphasized a diversified approach and did not rely on any single partnership for growth [70] Question: What percentage of DSP buys go through your SSP? - Currently, about 50% of DSP buys are facilitated through the SSP, with potential for growth in the future [74]

Nexxen First Quarter 2025 Earnings Call May 14, 2025 © 2025 Nexxen International. All rights reserved. Confidential information of Nexxen. Introduction to Speakers & Safe Harbor Statement This presentation has been prepared by Nexxen International Ltd. (the "Company" or "Nexxen"). This presentation and the accompanying oral presentation contain forward-looking statements. These statements may relate to, but are not limited to: statements regarding anticipated financial results for full year 2025 and beyond; ...

Core Insights - Nexxen International Ltd. reported record financial results for Q1 2025, driven by a 40% year-over-year growth in Connected TV (CTV) revenue and a 95% increase in Adjusted EBITDA [1][3][5] - The company completed a $50 million Ordinary Share repurchase program and initiated a new $50 million repurchase program in April 2025 [1][11] - Nexxen will host an investor day on May 22, 2025, to discuss its growth strategies and innovations [1][3] Financial Performance - Q1 2025 Contribution ex-TAC reached $75.0 million, an 8% increase year-over-year [5][10] - Programmatic revenue for Q1 2025 was $71.8 million, up 10% year-over-year, and accounted for 92% of total revenue compared to 88% in Q1 2024 [5][10] - Adjusted EBITDA for Q1 2025 was $23.1 million, reflecting a 95% increase year-over-year, with an Adjusted EBITDA margin of 31% on a Contribution ex-TAC basis [5][10][12] Operational Highlights - The company added 101 new actively spending first-time advertiser customers in Q1 2025 across various sectors, including travel and financial services [11] - Nexxen expanded its partnerships with major players in the industry, enhancing its advanced TV offerings and programmatic advertising capabilities [11] - The launch of nexAI, an AI-powered suite of tools, is expected to improve data usability and performance for clients [3][11] Financial Guidance - Nexxen reaffirmed its full-year 2025 financial guidance, projecting Contribution ex-TAC of approximately $380 million and Adjusted EBITDA of around $125 million [6][7] - The company remains confident in its guidance despite potential market softness due to economic uncertainties [6][7]

Core Points - Nexxen International Ltd. announced the repurchase of 1,877,280 Ordinary Shares at an average price of $8.74 in April 2025 [1] - The company completed a previous $50 million Ordinary Share repurchase program and initiated a new $50 million program, expected to continue until November 19, 2025, or until completion [2] - As of April 30, 2025, Nexxen had 60,713,596 Ordinary Shares outstanding and approximately $39.0 million remaining under its current share repurchase program [3] Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified 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 traded on Nasdaq under the ticker NEXN [5]

NEW YORK, April 30, 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, will release its financial results for the three months ended March 31, 2025, before the U.S. market opens on Wednesday, May 14, 2025. The Company will host a webcast and conference call at 9:00 AM ET on the same date to discuss its financial results and outlook. Webcast and Conference Call Details W ...

NEW YORK, April 25, 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 it will host its inaugural investor day in New York City on Thursday May 22, 2025. The event is expected to begin at 9:00 AM ET and conclude at approximately 12:30 PM ET. Ofer Druker, Nexxen's Chief Executive Officer, will be joined by members of the Company's executive leadership, pro ...