Core Insights - Nexxen International Ltd. reported financial results for Q3 and the first nine months of 2025, highlighting strong performance driven by omnichannel growth and increased demand for data solutions [1][3] - The company renewed and expanded its strategic partnership with VIDAA, which is expected to enhance its CTV capabilities and drive future growth [3][11] - Nexxen lowered its full-year 2025 financial guidance due to lower-than-expected activity from certain third-party DSP partners [6][11] Financial Performance - Q3 2025 Contribution ex-TAC reached $92.6 million, an 8% increase year-over-year, while programmatic revenue was $89.6 million, up 10% year-over-year [5][12] - Adjusted EBITDA for Q3 2025 was $28.2 million, down 11% year-over-year, representing a 30% margin [5][12] - The company reported a total comprehensive income of $3.8 million for Q3 2025, a 77% decrease compared to the same period in 2024 [12][23] Operational Highlights - Nexxen launched the industry's first solution for programmatic Smart TV home screen activation, enhancing its advertising capabilities [3][11] - The company repurchased 1,796,215 Ordinary Shares during Q3 2025, completing a $50 million share repurchase program and initiating a new $20 million program [9][11] - Nexxen's cash and cash equivalents stood at $116.7 million as of September 30, 2025, with no long-term debt [5][12] Strategic Initiatives - The renewed partnership with VIDAA secures exclusive rights for video and display ad monetization in North America and extends access to ACR data through at least 2029 [11][11] - Management is shifting resources towards its DSP and data platform to enhance enterprise adoption and reduce reliance on third-party partners [11][11] - The company is exploring strategic opportunities to accelerate programmatic revenue growth and expand its data and CTV capabilities [11][11]

Core Insights - Nexxen International Ltd. will release its financial results for the three and nine months ended September 30, 2025, before the U.S. market opens on November 13, 2025 [1] - A webcast and conference call will be held at 9:00 AM ET on the same date to discuss the financial results and outlook [1] 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) [3] - The Nexxen Data Platform is central to its operations, enabling capabilities in discovery, planning, activation, monetization, measurement, and optimization [3] - 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 [4]

Core Insights - Nexxen International Ltd. announced the repurchase of 517,500 Ordinary Shares at an average price of $8.58 during October 2025 [1] - As of October 31, 2025, Nexxen had 57,086,122 Ordinary Shares outstanding and approximately $13.9 million remaining under its current share repurchase authorization [2] 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) [3] - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, designed to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3] - Nexxen 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 [4]

Core Insights - Nexxen has licensed its automatic content recognition (ACR) audience segments to Yahoo DSP, enhancing advertising capabilities across the U.S., U.K., and Germany [1][2] Group 1: Partnership and Offerings - The collaboration allows advertisers to access both off-the-shelf and custom ACR audience segments within Yahoo DSP, specifically enhancing the Unified TV Audience offering in the U.S. [2][4] - Nexxen's ACR data will be integrated with other leading TV data partners and will utilize Yahoo ConnectID to strengthen targeting capabilities [2][4] Group 2: Advertising Insights and Tools - The ACR segments provide advertisers with insights at various levels, including genre, network, program, and brand-level ad exposure data, facilitating a comprehensive understanding of TV-viewing behavior [3][4] - This integration enables marketers to achieve incremental reach, manage frequency across platforms, and engage in competitive conquesting more effectively [3][4] Group 3: Strategic Goals - The partnership aims to provide global data assets that can adapt across markets, formats, and buying platforms, allowing brands to leverage real TV-viewing insights [4] - Nexxen's technology stack, which includes a demand-side platform (DSP) and supply-side platform (SSP), is designed to support advertisers in achieving their diverse goals [5]

Company Overview - Nexxen International Ltd. Sponsored ADR (NEXN) shares increased by 7.7% to close at $8.97, supported by high trading volume, contrasting with a 13.7% loss over the past four weeks [1] - The stock's recent performance is attributed to renewed investor confidence due to the launch of the Curated Marketplace, a $20 million buyback program, and strong growth potential in the digital advertising sector [1] Earnings Expectations - Nexxen is expected to report quarterly earnings of $0.22 per share, reflecting a year-over-year increase of 57.1% [2] - Revenue projections stand at $97 million, which is a 7.6% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Nexxen has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook [3] Industry Comparison - Nexxen is part of the Zacks Advertising and Marketing industry, where Clear Channel Outdoor (CCO) also operates, finishing the last trading session up 3.9% at $1.35, but has returned -3% over the past month [3] - Clear Channel Outdoor's consensus EPS estimate for the upcoming report is -$0.04, showing a year-over-year change of +42.9%, and it currently has a Zacks Rank of 2 (Buy) [4]

Core Insights - Nexxen International Ltd. (NASDAQ:NEXN) is currently attracting attention in the stock market with a price target set at $13 by BTIG, indicating a potential upside of about 55.5% from its current trading price of $8.36 [1][5] Group 1: Stock Performance - The current stock price of NEXN is $8.36, reflecting a decrease of 2.68% with a change of $0.23, and has traded between $8.35 and $8.76 today [3][5] - Over the past year, NEXN has seen a high of $12.60 and a low of $6.93, indicating volatility but also potential for growth [3][5] Group 2: Investment Potential - NEXN is considered a strong candidate for value investors, holding a Zacks Rank 2 (Buy) and an "A" grade in the Value category of Zacks' Style Scores system [2][5] - The company has a market capitalization of approximately $258.7 million, providing insight into its size and market value [4]

Core Insights - The article emphasizes the importance of value investing and highlights the Zacks Rank system as a tool for identifying winning stocks based on earnings estimates and revisions [1][2]. Company Analysis - Nexxen International Ltd. Sponsored ADR (NEXN) is identified as a stock to watch, currently holding a Zacks Rank of 2 (Buy) and an A for Value [3]. - NEXN has a P/E ratio of 8.59, which is lower than the industry average P/E of 9.71. Over the past year, NEXN's Forward P/E has fluctuated between 7.45 and 13.44, with a median of 10.09 [3]. - The company has a P/CF ratio of 5.45, significantly lower than the industry's average P/CF of 10.30. NEXN's P/CF has ranged from 5.15 to 18.41 over the past 52 weeks, with a median of 7.30 [4]. - The metrics suggest that NEXN is likely undervalued, supported by a strong earnings outlook, making it an attractive value stock [5].

Core Insights - Nexxen has launched its Curated Marketplace solution, enabling data owners, publishers, curators, and agencies to monetize data assets effectively over its premium supply [1][2] Group 1: Curated Marketplace Features - The Curated Marketplace allows partners to package, activate, and monetize data-driven private marketplace deals (PMPs) by onboarding first-party data or accessing various differentiated data sources through Nexxen's Data Management Platform [2] - Key benefits include simplified curation, enhanced control, optimization, and measurement for partners, driving meaningful value at scale [3] Group 2: Partnerships and Collaborations - Multilocal's partnership with Nexxen combines marketplace infrastructure with curation intelligence, enabling transparent planning and optimization of data-driven deals [3] - 33Across collaborates with Nexxen to streamline supply-side curation, enhancing campaign performance through data and media activation intelligence [3] - Experian Marketing Services emphasizes the importance of transparent curation, stating that Nexxen's Curated Marketplace facilitates faster movement from testing to outcomes for advertisers and publishers [3] Group 3: Company Overview - Nexxen is a global advertising technology platform that empowers various stakeholders, including advertisers, agencies, publishers, and broadcasters, to utilize data and advanced TV effectively [4] - The company's technology stack includes a demand-side platform (DSP) and supply-side platform (SSP), with the Nexxen Data Platform at its core, designed to support diverse goals from broad to niche [5]

Core Insights - Nexxen has launched its Curated Marketplace solution, enabling data owners, publishers, curators, and agencies to monetize data assets effectively over its premium supply [1][2] Group 1: Curated Marketplace Features - Curated Marketplace allows partners to package, activate, and monetize data-driven private marketplace deals through onboarding first-party data or accessing various data sources via Nexxen's Data Platform [2] - The solution combines proprietary data with premium supply, providing partners with tools to control, optimize, and measure their campaigns, thus driving value at scale [3] Group 2: Partnerships and Collaborations - Nexxen's partnership with Multilocal enhances the curation process, allowing partners to plan and optimize data-driven deals across Nexxen's marketplace [3] - Collaboration with 33Across aims to streamline supply-side curation, improving efficiency and campaign performance for buyers [3] - Experian Marketing Services emphasizes the importance of transparent curation, stating that Nexxen's platform facilitates faster movement from testing to outcomes for advertisers and publishers [3] Group 3: Benefits for Stakeholders - Data owners can integrate and monetize their proprietary data with advanced tools and reporting [5] - Curators benefit from a self-service platform that provides premium inventory and optimization tools [5] - Publishers can enhance audience reach and sales engagement while tapping into increased advertiser demand [5] - Retail media networks can onboard data for precise targeting across omnichannel supply [5] - Buyers and agencies can activate data across various channels, supported by flexible onboarding [5] Group 4: Company Overview - Nexxen is a global advertising technology platform headquartered in Israel, with a presence in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [4][6]

Core Insights - Nexxen International Ltd. announced the repurchase of 456,215 Ordinary Shares at an average price of $9.59 during September 2025, under its $50 million and newly launched $20 million share repurchase programs [1][2] - As of September 30, 2025, Nexxen had 57,603,622 Ordinary Shares outstanding and approximately $18.3 million remaining under its current share repurchase authorization [2] 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) [3] - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, designed to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3] - Nexxen 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 [4]