Perion(US:PERI)2025-11-12 13:30Q3 2025 Financial Performance - Revenue increased by 8% year-over-year to $110.5 million[48] - Contribution ex-TAC increased by 7% year-over-year[17] - Adjusted EBITDA increased significantly by 63% year-over-year[17, 46] to $12.1 million[48] - Non-GAAP Net Income was $12.5 million[48] - Diluted Non-GAAP EPS reached $0.28, an 8% year-over-year increase[48] Growth Engines Momentum - CTV revenue grew substantially by 75% year-over-year[17, 45, 50], reaching $16.6 million[63] - Retail Media revenue increased by 40% year-over-year[45, 55] - DOOH revenue increased by 26% year-over-year[45, 52, 63], reaching $24.1 million[63] Capital Allocation - The company expanded its share repurchase program by $75 million, bringing the total to $200 million, pending regulatory approval[17] - The implied return of the $75 million buyback expansion is 18%, with an aggregate implied return of 49% for the total $200 million plan, based on a market cap of $410 million[90] Strategic Initiatives - Strategic partnership with Albertsons Media Collective to expand into the $60 billion Retail Media market, growing at approximately 15% CAGR[24]