Core Viewpoint - Nexxen International Ltd. has repurchased 800,000 Ordinary Shares at an average price of $10.45 during June 2025, indicating a commitment to returning value to shareholders [1] Company Summary - As of June 30, 2025, Nexxen had 58,941,174 Ordinary Shares outstanding, excluding treasury shares, and approximately $16.4 million remaining under its current share repurchase program authorization [2] - Nexxen operates as a global advertising technology platform, specializing in data and advanced TV, providing a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [3][4] - 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]

Core Viewpoint - Nexxen International Ltd. Sponsored ADR (NEXN) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which are crucial for stock price movements [1][4][6]. Earnings Estimates and Ratings - The Zacks rating system focuses on changes in earnings estimates, tracking EPS estimates from sell-side analysts to create a consensus measure known as the Zacks Consensus Estimate [2]. - The Zacks rating upgrade reflects an improvement in Nexxen's earnings outlook, which is expected to lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Revisions - Changes in a company's future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly influenced by institutional investors [5][7]. - For Nexxen, a 10.8% increase in the Zacks Consensus Estimate over the past three months suggests a positive trend in earnings expectations [9]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. - Nexxen's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10][11].

Company Overview - Nexxen International (NASDAQ: NEXN) operates as a fully integrated, AI-powered video advertising platform, offering Demand-Side Platform (DSP), Supply-Side Platform (SSP), and CTV advertising services for both advertisers and publishers [1] Investment Potential - The market is currently not pricing in the full potential of Nexxen International, indicating a possible undervaluation and opportunity for investment [1]

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) [3][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 [4] Share Repurchase Program - In May 2025, Nexxen repurchased 1,260,000 Ordinary Shares at an average price of $11.30 [1] - As of May 31, 2025, the company had 59,483,096 Ordinary Shares outstanding and approximately $24.8 million remaining under its current share repurchase program authorization [2]

Core Viewpoint - Nexxen International Ltd. (NEXN) has seen a 16.4% increase in share price over the past four weeks, closing at $11.72, with a potential upside of 25.2% based on Wall Street analysts' mean price target of $14.67 [1][11]. Price Targets and Analyst Estimates - The mean estimate consists of nine short-term price targets with a standard deviation of $2.55, indicating variability among analysts; the lowest estimate is $9 (23.2% decline), while the highest is $18 (53.6% increase) [2][9]. - A low standard deviation suggests a high degree of agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [9]. Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about NEXN's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11][12]. - Over the last 30 days, the Zacks Consensus Estimate for the current year has risen by 10.8%, with one estimate moving higher and no negative revisions [12]. Zacks Rank and Investment Potential - NEXN holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating a strong potential for upside in the near term [13].

Core Viewpoint - Nexxen International Ltd. has successfully amended its revolving credit facility, reducing the committed facility size and extending the maturity date, which enhances its liquidity for business operations and strategic investments [1][2]. 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) [3]. - 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 [4]. Financial Update - The committed facility size of Nexxen's revolving credit facility has been reduced from $90 million to $50 million, with the maturity extended to September 2027 [2]. - The company's strong cash position, combined with the updated credit facility, provides sufficient liquidity to support ongoing business needs and future strategic initiatives [2].

Core Viewpoint - Nexxen International Ltd. has been named a preliminary addition to the Russell 3000 Index, with final inclusion expected to take effect on June 30, 2025, following the annual reconstitution of the index [1][3]. Group 1: Company Milestones - Nexxen's inclusion in the Russell 3000 Index signifies a significant milestone, highlighting the company's growth trajectory and increasing visibility among U.S. investors [3][4]. - The company made structural enhancements in February 2025, exchanging its former Nasdaq-listed ADRs for Ordinary Shares, which contributed to meeting the eligibility criteria for index inclusion [3]. Group 2: Strategic Importance - Membership in the Russell 3000 Index automatically includes Nexxen in the small-cap Russell 2000 Index and relevant growth and value style indexes, enhancing its market presence [2]. - The CEO of Nexxen emphasized that this recognition reflects the strength of the company's strategy and the impact it is having in the global advertising technology ecosystem [4]. Group 3: Company Overview - Nexxen operates as a global advertising technology platform, providing 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 traded on Nasdaq under the ticker NEXN [6].

Core Points - Nexxen International Ltd. has signed a non-binding memorandum of understanding (MOU) with VIDAA to potentially extend and expand their strategic partnership beyond its current term, which is set to expire at the end of 2026 [1][2] - The MOU allows Nexxen to retain exclusive global access to VIDAA's Automatic Content Recognition (ACR) data and expands its ad monetization exclusivity to include display ad monetization across VIDAA's media in North America [2] - The agreement may involve an additional investment by Nexxen in VIDAA to accelerate the expansion of VIDAA's smart TV footprint in the U.S. [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) [4] - 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 [5] - VIDAA, launched in 2014, is a leader in smart TV platforms with over 400 brand partners and more than 40 million connected devices worldwide, focusing on user-friendly experiences and seamless integration of apps and streaming services [6]

Summary of Nexxen International (NEXN) 2025 Capital Markets Day Company Overview - **Company**: Nexxen International (NEXN) - **Event**: 2025 Capital Markets Day - **Date**: May 22, 2025 Key Points Company Transformation and Strategy - Nexxen has undergone significant transformation, including the largest acquisition in its history, leading to a comprehensive ad tech platform [2][3] - The company rebranded to better showcase its holistic value to the industry [2] - Focus on reducing trading complexity and streamlining to a single US listing to enhance investability [3] Product and Technology - Nexxen operates an end-to-end ad tech platform that includes a Demand Side Platform (DSP), Supply Side Platform (SSP), and a robust Data Management Platform (DMP) [8][57] - Approximately 50% of the business is moving towards an end-to-end model, enhancing efficiency and margins [10] - Over $1 billion has been invested in technology development, with a strong R&D team of 300-350 people [13] Market Position and Growth - The programmatic video advertising market has grown by 17% CAGR over the last three years, with 72% of Nexxen's business running on video [17] - Connected TV (CTV) has seen a 70% CAGR, contributing 35% of net revenue at the programmatic level [17] - 89% of Nexxen's business operates programmatically, with 86% of campaigns utilizing data [17] Strategic Partnerships - A non-binding MOU was signed with VIDA to extend their agreement and invest in growing their presence in the US [18][66] - The partnership with VIDA, which operates the Hisense TV operating system, is expected to drive growth through access to viewership data [66][68] AI and Data Utilization - Nexxen emphasizes the importance of AI in optimizing ad campaigns and enhancing data utilization [20][49] - The company has launched an AI assistant, NexAI, to help clients manage campaigns more effectively [72][80] - The data platform is central to Nexxen's strategy, enabling real-time insights and audience targeting [58][60] Industry Outlook - The advertising technology sector is characterized by scale, growth, fragmentation, complexity, and dynamics, with a total addressable market of $1 trillion [30] - The shift from third-party to first-party data due to regulatory changes has created challenges and opportunities for ad tech intermediaries [40] - CTV is seen as a key growth area, with a significant shift from linear to digital advertising expected [46][84] Competitive Advantage - Nexxen's integrated end-to-end platform is positioned as a competitive advantage, allowing for better customer value and operational efficiencies [85] - The company believes it is ahead of competitors in developing a fully integrated ad tech ecosystem [85] Financial Performance - The company reported strong momentum in Q1 results, indicating continued growth and interest from investors [12][14] Additional Insights - The importance of understanding audience behavior and sentiment is highlighted as critical for effective advertising [23][66] - The integration of technology across platforms is seen as essential for driving profitability and market leadership [57][84]

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]