Financial Data and Key Metrics Changes - In Q1, the company generated contribution ex TAC of $75 million, representing an 8% year-over-year growth [18] - Programmatic revenue reached a Q1 record of $71.8 million, reflecting a 10% increase compared to Q1 2024 [18] - Adjusted EBITDA was $23.1 million, a 95% increase from Q1 2024, with an adjusted EBITDA margin increasing to 31% from 17% [20][21] - Non-IFRS diluted earnings per share were $0.16 in Q1 2025, compared to $0.02 in Q1 2024 [21] Business Line Data and Key Metrics Changes - CTV revenue reached a record of $26.4 million, reflecting 40% year-over-year growth, accounting for 37% of programmatic revenue, up from 29% in Q1 2024 [19] - Self-service contribution ex TAC grew by 32%, while PMP revenue rose by 12% year-over-year [20] - Contribution ex TAC from display decreased by 22%, largely due to declines in non-core, non-programmatic business lines [20] Market Data and Key Metrics Changes - The company observed continued growth in CTV, video, self-service products, and PMPs, with increases across education, finance, health, and automotive verticals [19] - The company is well diversified across various verticals, mitigating risks from any single sector [35] Company Strategy and Development Direction - The company emphasizes its unified end-to-end platform, which is gaining recognition for delivering simplicity, control, and efficiency [6] - The launch of NextAI is seen as a transformational step, enhancing the advertising journey through AI and machine learning capabilities [7][8] - The company aims to capitalize on the long-term growth opportunity in CTV as consumers shift to ad-supported streaming [11] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the advertising market due to economic uncertainty but is confident in achieving its full-year guidance [23][25] - The company is well positioned to support customers in challenging markets, focusing on efficiency and stronger ROI [25][26] - The ongoing Google AdTech antitrust case could potentially benefit the company by creating a more level playing field in the market [27] Other Important Information - The company repurchased approximately 3.7 million ordinary shares in Q1, representing an investment of about $32.9 million [21] - The company has no long-term debt and plans to continue allocating capital to share repurchases [22] Q&A Session Summary Question: Can you elaborate on the macro comments and specific verticals showing strength or weakness? - Management noted some softness in April but emphasized diversification across verticals, which helps mitigate risks [34] Question: Is the reiteration of guidance due to conservatism or related to AI investments? - Management indicated that the adjusted EBITDA beat was due to several factors, including top-line performance and better utilization, while maintaining caution regarding yearly guidance [36] Question: What feedback are you receiving from customers unfamiliar with Nexon? - Management highlighted improved messaging and the rising importance of data as key factors in attracting new customers [40] Question: Will there be incremental investments to take advantage of the Google outcome? - Management stated that no extra investment is needed, as growth can be achieved with current resources [44] Question: Can you provide more color on CTV segment growth versus platform improvements? - Management anticipates reaching around 40% CTV revenues out of programmatic revenue, while remaining cautious about external factors [49] Question: What partnerships are driving growth? - Management emphasized a diversified approach and did not rely on any single partnership for growth [70] Question: What percentage of DSP buys go through your SSP? - Currently, about 50% of DSP buys are facilitated through the SSP, with potential for growth in the future [74]

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; ...

Generated record Q1 Contribution ex-TAC and programmatic revenue, driven by 40% year-over-year CTV revenue growth, alongside a 95% year-over-year increase in Adjusted EBITDA Trading structure simplification has driven higher trading volume as well as increased analyst and investor interest Completed $50 million Ordinary Share repurchase program and launched a new and ongoing $50 million repurchase program in April 2025 Hosting investor day on May 22, 2025 NEW YORK, May 14, 2025 (GLOBE NEWSWIRE) -- Nexxen ...

NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced that during April 2025 the Company repurchased 1,877,280 Ordinary Shares at an average price of $8.74. In April 2025, Nexxen completed its previous $50 million Ordinary Share repurchase program and launched a new and ongoing $50 million Ordinary Share repurchase program, which is expect ...

NEW YORK, April 30, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), a global, flexible advertising technology platform with deep expertise in data and advanced TV, will release its financial results for the three months ended March 31, 2025, before the U.S. market opens on Wednesday, May 14, 2025. The Company will host a webcast and conference call at 9:00 AM ET on the same date to discuss its financial results and outlook. Webcast and Conference Call Details W ...

NEW YORK, April 25, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ:NEXN) ("Nexxen" or the "Company"), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced it will host its inaugural investor day in New York City on Thursday May 22, 2025. The event is expected to begin at 9:00 AM ET and conclude at approximately 12:30 PM ET. Ofer Druker, Nexxen's Chief Executive Officer, will be joined by members of the Company's executive leadership, pro ...

Core Insights - Nexxen has launched nexAI, a suite of AI-powered assistants and features integrated across its advertising technology platform, aimed at enhancing the advertising life cycle through transparency and efficiency [1][2][3] Group 1: Product Features and Capabilities - Nexxen's unified platform includes a demand-side platform (DSP), supply-side platform (SSP), and the Nexxen Data Platform, facilitating seamless communication and continuous improvement [2][6] - The nexAI suite leverages machine learning and generative AI to improve campaign performance and streamline workflows for advertisers, agencies, and publishers [2][3] - Key enhancements from nexAI focus on four areas: improved audience planning, AI-driven automation for campaign management, real-time optimization of campaigns, and AI-driven yield optimization for publishers [7] Group 2: Client Benefits and Market Position - Clients are increasingly relying on data and technology to navigate the media landscape, and nexAI addresses this need by transforming campaign management and inventory monetization [3][4] - The integration of AI allows for faster data insights, enabling teams to focus on strategic initiatives and growth opportunities rather than manual data analysis [4][5] - Nexxen's technology stack is designed to empower various stakeholders in the advertising ecosystem, ensuring they can achieve their specific goals effectively [6][7]

Data-driven, end-to-end platform enables marketing strategies that ensure compliance while maximizing impact across display, linear & Connected TV Innovative integration with leading healthcare analytics company PurpleLab provides powerful audience-building and reporting tools NEW YORK, April 10, 2025 (GLOBE NEWSWIRE) -- Nexxen (NASDAQ: NEXN), a global, flexible advertising platform with deep expertise in data and advanced TV, today announced the launch of Nexxen Health, a new offering enabling health adver ...

NEW YORK, April 01, 2025 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ:NEXN) ("Nexxen" or the "Company"), a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced that during March 2025, the Company repurchased 1,498,918 Ordinary Shares at an average price of $7.96 through its ongoing $50 million Ordinary Share repurchase program. As of March 31, 2025, Nexxen had 62,566,192 Ordinary Shares outstanding (excluding treasury shares) and approximatel ...

LONDON, March 19, 2025 (GLOBE NEWSWIRE) -- Nexxen, (NASDAQ:NEXN), a global, unified advertising technology platform with deep expertise in data and advanced TV, today announced an expansion of its partnership with Tubi, Fox Corporation's ad-supported streaming service. Building on Nexxen and Tubi's partnership in the U.S., Nexxen will now support Tubi in the U.K. through its supply-side platform, Nexxen SSP, to increase programmatic advertising revenue opportunities. The connected TV market in the U.K. has ...