Nexxen International Ltd.

NASDAQ•NEXN

CEO: Mr. Ofer Druker

Sector: Communication Services

Industry: Advertising Agencies

Listing Date: 2021-06-18

Nexxen International Ltd. provides end-to-end software platform that enables advertisers to reach publishers Israel. The company's demand side platform (DSP) offers full-service and self-managed marketplace access to advertisers and agencies to execute their digital marketing campaigns in real time across various ad formats. Its sell supply side platform (SSP) provides access to data and a comprehensive product suite to drive inventory management and revenue optimization. The company also offers data management platform solution, which integrates DSP and SSP solutions enabling advertisers and publishers to use data from various sources in order to optimize results of their advertising campaigns. It serves ad buyers, advertisers, brands, agencies, and digital publishers in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company was formerly known as Tremor International Ltd and changed its name to Nexxen International Ltd. in January 2024. Nexxen International Ltd. was incorporated in 2007 and is headquartered in Tel Aviv-Yafo, Israel.

Contact Information

82 Yigal Alon Street, Tel Aviv, 6789124, Israel

972-3-545-3900

nexxen.com

Market Cap

$392.83M

P/E (TTM)

15.8

19.1

Dividend Yield

52W High

$12.60

52W Low

$5.60

52W Range

21%

Rank39Top 39.1%

4.2

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Average • 4.2 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$100.71M+0.00%

4-Quarter Trend

EPS

$0.19+0.00%

4-Quarter Trend

FCF

$37.99M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Adjusted EBITDA Growth Adjusted EBITDA $115.1M in 2025, up 0.5% from $114.6M in 2024, reflecting operational efficiency and structural cost advantages of end-to-end model.

Video Revenue Expansion Video revenue $242.0M in 2025, up 4.1% from $232.4M in 2024, driven by strength in Desktop Video and data products despite headwinds.

Strong Cash Position Cash and cash equivalents $133.3M as of December 31, 2025, with no principal long-term debt, providing flexibility for future strategic growth initiatives.

Contribution ex-TAC Growth Contribution ex-TAC $353.1M in 2025, up 2.8% from $343.5M in 2024, fueled by increased enterprise customer adoption and platform utilization across ecosystem.

Risk Factors

Geopolitical Conflict Risks Operations in Israel face risks from regional hostilities, potentially disrupting business, supply chains, and increasing operational costs for the company and employees.

Data Privacy Regulations Evolving global privacy laws like GDPR and CCPA may limit data collection, increasing compliance costs and reducing platform effectiveness for targeted advertising.

Intense Market Competition Advertising technology market consolidation and larger competitors with greater resources could pressure pricing and reduce market share in this highly competitive industry.

Customer Concentration Risk Two buyers represented 23.4% of 2025 revenue, creating potential volatility if these relationships are reduced or terminated, impacting overall business and financial results.

Outlook

Strategic Investment Expansion Increasing total investment in V to $60M by Q3 2026 to expand North American CTV footprint and leverage exclusive global ACR data assets.

AI-Driven Platform Growth Continued investment in nexAI and machine learning to enhance targeting, optimize media costs, and drive long-term platform performance and efficiency for customers.

CTV Market Focus Leveraging exclusive ACR data and programmatic Smart TV home screen activation to capture premium CTV advertising spend and accelerate growth through 2029.

Peer Comparison

Revenue (TTM)

IAC

$2.39B

-31.7%

AMCX

$2.31B

-4.5%

SSP

$2.15B

-14.3%

Gross Margin (Latest Quarter)

TRVG

93.2%

-0.4pp

UPXI

81.4%

+22.4pp

TZOO

78.0%

-4.4pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
IAC	$3.22B	-31.2	-2.2%	20.0%
SSP	$515.78M	-3.8	-7.9%	54.5%
ATNI	$413.23M	-27.5	-3.3%	41.5%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

8.7%

Steady Growth

4Q Net Income CAGR

86.2%

Profitability Improved

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 13, 2026

EPS:$0.04

Revenue:$77.67M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data