Core Viewpoint - Nexxen International Ltd. is set to release its financial results for the second quarter and first half of 2025 on August 13, 2025, before the U.S. market opens, indicating a focus on transparency and communication with investors [1]. Company Overview - Nexxen operates as a global advertising technology platform, specializing in data and advanced TV, providing a flexible and unified technology stack that includes both demand-side and supply-side platforms [3]. - The company's offerings encompass a wide range of capabilities such as discovery, planning, activation, monetization, measurement, and optimization, tailored to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3]. - Nexxen is headquartered in Israel and has a global presence with offices in the United States, Canada, Europe, and Asia-Pacific, and is publicly traded on Nasdaq under the ticker NEXN [4].

Core Insights - Nexxen International Ltd. anticipates benefits from the strategic partnership between VIDAA and Vestel, enhancing its position in the advertising technology sector [1][4] - Nexxen holds a 2.439% ownership stake in VIDAA and has signed a non-binding MOU for potential extension and expansion of their partnership [2][4] - The partnership between VIDAA and Vestel is expected to expand VIDAA's CTV operating system reach, particularly in Europe, and increase the scale of its global ACR data [3][4] Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, with a focus on providing flexible solutions for advertisers, agencies, publishers, and broadcasters [7] - The company operates a unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP), with a core Nexxen Data Platform [7] - Nexxen is headquartered in Israel and has a global presence with offices in the United States, Canada, Europe, and Asia-Pacific [8] Industry Context - VIDAA is recognized as a leading smart TV platform, with over 400 brand partners and more than 40 million connected devices worldwide [9] - The partnership with Vestel, a major connected TV manufacturer, is expected to enhance VIDAA's market position and expand its operating system's reach [3][4] - The collaboration is seen as a strategic move to leverage advanced TV data in advertising, which is poised for substantial growth, particularly in the European market [6][4]

Core Viewpoint - Nexxen International Ltd. anticipates benefits from VIDAA's partnership with Vestel, which will enhance its European connected TV (CTV) reach and data capabilities [1][3][4] Group 1: Partnership Details - Nexxen has a strategic partnership with VIDAA, which is set to expire at the end of 2026, and holds approximately 2.439% ownership in VIDAA [2] - A non-binding Memorandum of Understanding (MOU) was signed in May 2025 to potentially extend and expand the partnership beyond its current term, including a possible increase in Nexxen's investment [2] - VIDAA will serve as the smart TV operating system for Vestel's global CTV OEM base, which is expected to expand VIDAA's reach in Europe [3] Group 2: Strategic Implications - The agreement between VIDAA and Vestel positively impacts Nexxen's long-term strategic partnership with VIDAA, including exclusive access to global ACR data and ad monetization in select markets [4] - VIDAA's partnership with Vestel is expected to enhance the scale of its global ACR data, which is crucial for Nexxen's advertising technology platform [3][4] Group 3: Market Position and Growth - Nexxen's CEO emphasized the importance of CTV and advanced TV data in advertising, highlighting the value of partnerships with Hisense, VIDAA, and Vestel in strengthening its position in the European CTV advertising market [6] - VIDAA aims to become the world's largest smart TV platform, leveraging its partnerships to enhance its market leadership [6]

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].