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Nexxen International(NEXN) - 2025 Q2 - Earnings Call Presentation
2025-08-13 13:00
Financial Performance - Nexxen achieved a Contribution ex-TAC of $87.8 million, a 6% year-over-year increase[16, 17] - Programmatic revenue reached $85.0 million, up 8% year-over-year[17] - CTV revenue was $28.4 million, a 1% year-over-year increase[17] - Adjusted EBITDA increased by 12% year-over-year to $29.9 million[17, 26] - Adjusted EBITDA Margin was 34%, compared to 32% in Q2 2024[17] - Non-IFRS Diluted EPS was $0.29[18] - Net cash from operating activities was $17.4 million[18] - Cash and cash equivalents totaled $131.5 million as of June 30, 2025[18] Strategic Initiatives and Investments - Nexxen is investing an additional $35 million in VIDAA to accelerate their North American CTV expansion[8, 21] - Approximately 3.9 million shares were repurchased in Q2, representing an investment of approximately $39.1 million[21] Future Outlook - Nexxen reaffirms its full-year 2025 guidance, projecting Contribution ex-TAC of approximately $380 million and Adjusted EBITDA of approximately $125 million[22] - The company anticipates that 90% of its 2025 revenue will come from programmatic sources[22]
Nexxen Reports Second Quarter 2025 Financial Results
Globenewswire· 2025-08-13 11:30
Core Insights - Nexxen International Ltd. reported strong Q2 2025 financial results, with a record Contribution ex-TAC of $87.8 million, up 6% year-over-year, and a record programmatic revenue of $85.0 million, up 8% year-over-year [5][10] - The company achieved an Adjusted EBITDA of $29.9 million, representing a 12% increase year-over-year and an Adjusted EBITDA Margin of 34% on a Contribution ex-TAC basis [5][12] - Nexxen renewed and expanded its strategic partnership with VIDAA, increasing its investment by $35 million to support VIDAA's North American CTV expansion, which is expected to enhance Nexxen's competitive edge in data and CTV [3][11] Financial Performance - Q2 2025 Contribution ex-TAC reached $87.8 million, a 6% increase from $83.1 million in Q2 2024 [12][25] - Programmatic revenue for Q2 2025 was $85.0 million, an 8% increase from $78.6 million in Q2 2024, while CTV revenue was $28.4 million, up 1% year-over-year [5][12] - Adjusted EBITDA for Q2 2025 was $29.9 million, up 12% from $26.8 million in Q2 2024, with an Adjusted EBITDA Margin of 34% compared to 32% in Q2 2024 [5][12] Strategic Developments - The launch of nexAI, a suite of AI-powered tools, is expected to enhance performance across Nexxen's platform and streamline operations [3][11] - The renewed partnership with VIDAA secures exclusive access to ACR data and monetization rights in North America through at least the end of 2029, marking a significant milestone in Nexxen's CTV strategy [3][11] - Nexxen added 108 new actively spending first-time advertiser customers in Q2 2025, indicating strong demand for its services [11] Operational Highlights - As of June 30, 2025, Nexxen had $131.5 million in cash and cash equivalents, with no long-term debt and $50 million undrawn on its revolving credit facility [5][12] - The company repurchased 3,937,280 Ordinary Shares during Q2 2025 at an average price of $9.91, totaling approximately $39.1 million [11][12] - Nexxen's Board of Directors plans to evaluate a new share repurchase program following the completion of the current program [11]
nexAI Transforms Audience Planning and Discovery
Globenewswire· 2025-05-22 13:01
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]
Nexxen International(NEXN) - 2025 Q1 - Earnings Call Presentation
2025-05-14 12:01
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; ...
Nexxen Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-14 11:30
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]