Nexxen International Earnings Call Transcripts
Fiscal Year 2026
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Nexxen is accelerating growth through its unified, AI-powered ad platform, focusing on large enterprise clients and exclusive CTV partnerships. Financial guidance for 2026 has been raised, with strong gains in programmatic revenue, CTV, and mobile in-app, while ongoing investments in AI and product innovation are driving operational efficiency and deeper client adoption.
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Record Q1 results with 13% Contribution ex-TAC growth and 14% programmatic revenue growth led to raised full-year guidance. CTV and mobile in-app segments showed strong momentum, supported by expanded partnerships and AI-driven innovation.
Fiscal Year 2025
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Met 2025 guidance and entered 2026 with record early performance, driven by infrastructure upgrades, expanded CTV and mobile in-app partnerships, and AI integration. 2026 guidance calls for 8%+ contribution ex-TAC growth and 10% programmatic revenue growth, with strong momentum across all channels.
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Macro uncertainty and tariffs have shifted ad spend dynamics, but the end-to-end platform and exclusive VIDAA partnership are driving efficiency and growth. AI and data integration are key investment areas, with CTV and live sports presenting major opportunities for 2026.
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Q3 saw record programmatic and contribution ex-TAC growth, but CTV revenue declined and full-year guidance was lowered due to Q4 headwinds from a major DSP customer and competitive pressures. Strategic focus remains on CTV, in-app mobile, and data licensing for 2026 growth.
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Nexxen has unified its ad tech platform through acquisitions, focusing on end-to-end solutions and leveraging exclusive TV data partnerships. AI-driven automation and data integration are central to its strategy, supporting growth, margin expansion, and international CTV ambitions.
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Unified platform and robust data solutions drove strong Q2 results, with 8% programmatic revenue growth and 76% data product growth. Renewed VIDAA partnership and AI innovation position the business for high-margin, long-term expansion.
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Q2 saw record contribution ex-tax and programmatic revenue, driven by data, tech licensing, and CTV partnerships. AI initiatives and the expanded VIDAA deal are expected to fuel future growth, with guidance reaffirmed for 2025.
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Nexxen has become a leading end-to-end ad tech platform, driving strong CTV and video revenue growth, expanding AI-powered products, and leveraging exclusive data partnerships. Its integrated approach, financial discipline, and focus on innovation and transparency have led to higher margins, strong client retention, and a competitive edge.
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Record Q1 results driven by CTV and end-to-end platform adoption, with strong adjusted EBITDA growth and robust cash position. 2025 guidance reaffirmed despite macro uncertainty, supported by ongoing AI innovation, expanded partnerships, and continued share buybacks.
Fiscal Year 2024
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Record Q4 and 2024 results driven by CTV and data platform growth, with strong profitability and customer retention. 2025 guidance targets further revenue and EBITDA growth, continued AI investment, and expanded share repurchases.
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A transition to a sole NASDAQ ordinary share listing is proposed to boost liquidity, attract U.S. investors, and enable index inclusion, with delisting from AIM planned for February 2025. The process aims to minimize tax and liquidity risks, streamline operations, and may include a shift to U.S. GAAP reporting.
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A proposed shift to a sole Nasdaq listing, including ADR conversion and LSE delisting, aims to boost U.S. investor access, liquidity, and index eligibility while streamlining compliance and reducing costs. The process targets completion by February 2025, with minimal financial impact expected.
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A flexible, end-to-end ad tech platform with integrated DSP, SSP, and advanced data capabilities is driving strong CTV growth, profitability, and industry differentiation. Strategic integration, unique data partnerships, and upcoming Gen AI features position the business for continued expansion and a streamlined Nasdaq listing.
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Record Q3 results featured 12% year-over-year growth in Contribution ex-TAC and 52% CTV revenue growth, driven by enhanced data, technology, and new partnerships. Raised full-year Adjusted EBITDA guidance, continued strong cash generation, and announced a new share repurchase program.
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Record Q2 results driven by strong CTV and data platform growth, with adjusted EBITDA up 27% year-over-year and robust cash generation. Guidance for 2024 is reaffirmed, with continued momentum expected in H2 and a focus on GenAI and data innovation.
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Nexxen has consolidated its tech stack, focusing on data-driven ad tech with proprietary DMP and exclusive data partnerships. CTV and video are driving growth, with political ad spend and new partnerships expected to boost H2 2024. AI and data initiatives are central to future strategy.