Summary of Perion Network (PERI) FY Conference Call - May 13, 2025 Company Overview - Perion Network has transitioned into a full-stack platform for Chief Marketing Officers (CMOs), similar to how other roles have dedicated platforms like Salesforce for CROs and Jira for CTOs [1][3] - The company aims to connect various technologies rather than replace them, recently announcing an integration partnership with Trade Desk [2] Key Points Business Strategy and Market Position - Perion is focusing on enhancing its platform to provide a unified solution for CMOs, allowing them to manage campaigns from planning to execution and reporting [3][20] - The company has acquired an AI-first company to improve its capabilities in closed gardens like YouTube and Facebook, significantly expanding its total addressable market [4][18] - The shift in advertising budgets from brand awareness to performance is a critical focus, with 80% of agency budgets now coming from social media [8][9] Financial Performance - Perion reported a significant improvement in its open web numbers, which were down 26-28% previously but are expected to grow again [5][49] - The company has seen increased spending from existing customers and is attracting new clients, aided by the acquisition of GreenBits, which has enhanced their performance capabilities [50][51] Technology and Innovation - The company emphasizes the need for a unified platform that integrates various advertising channels, including CTV and digital out-of-home (DOOH) [20][59] - Perion's SORT technology, which started as a unique ID solution, has evolved to focus on outcomes rather than just user identification, providing a competitive advantage [96][102] Competitive Landscape - Perion differentiates itself from competitors like Trade Desk by focusing on creative optimization through Dynamic Creative Optimization (DCO) and integrating various data sources [110][113] - The company believes that being closer to advertisers who control budgets is more advantageous than merely managing inventory [132] Future Outlook - The management team is optimistic about the future, with a strong pipeline and backlog of potential business opportunities [51][52] - The focus on AI and technology advancements is expected to drive efficiency and growth, with no immediate plans to increase employee numbers [134] Additional Insights - The conversation highlighted the importance of bridging the gap between CMOs and CFOs, emphasizing that CMOs need to demonstrate the ROI of their campaigns in terms that CFOs understand [16][24] - The discussion also touched on the evolving landscape of digital advertising, where traditional metrics like CTR and viewability are being replaced with more meaningful business outcomes [15][20] This summary encapsulates the key discussions and insights from the Perion Network FY Conference Call, reflecting the company's strategic direction, financial performance, and competitive positioning in the advertising technology landscape.

Investor Presentation Q1 2025 May 13, 2025 Forward Looking Statements This presentation contains historical information and forward-looking statements within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the safe- harbor provisions of the Private Securities Litigation Reform Act of 1995 with respect to the business, financial condition and results of operations of Perion. The words "will," "believe," "expect," "intend," "plan," "should," "estimat ...

Perion Network (PERI) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Tal Jacobson - CEO & DirectorElad Tzubery - Chief Financial OfficerJason Helfstein - MD & Head - InternetAndrew Marok - Director Conference Call Participants Eric Martinuzzi - Senior Research AnalystJeff Martin - Director of Research & Senior Research Analyst Operator Hello, everybody, and welcome to the Perion Network Q1 twenty twenty five Earnings Conference Call. Today's conference is being recorded and an archive o ...

Perion Network (PERI) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Tal Jacobson - CEO & DirectorElad Tzubery - Chief Financial OfficerJason Helfstein - MD & Head - InternetAndrew Marok - Director Conference Call Participants Eric Martinuzzi - Senior Research AnalystJeff Martin - Director of Research & Senior Research Analyst Operator Hello, everybody, and welcome to the Perion Network Q1 twenty twenty five Earnings Conference Call. Today's conference is being recorded and an archive o ...