Perion Network Ltd.
NASDAQ•PERI
CEO: Mr. Tal Jacobson
Sector: Communication Services
Industry: Internet Content & Information
Listing Date: 2006-01-31
Perion Network Ltd. provides digital advertising solutions to brands, agencies, and publishers in North America, Europe, and internationally. It offers Wildfire, a content monetization platform; search monetization solutions, including website monetization, search mediation, and app monetization; and cross-channel digital advertising software as a service platform. The company also provides supply management platform; demand management platform for campaign planning and design; analytics platform, which provides information and performance insights; creative platform, a robust media platform; and an AI platform that uses machine learning to bring intelligence to the various phases of campaigns. In addition, it offers an actionable performance monitoring platform to support the various phases of campaign management; an online video player and integrated ad server to upload, manage, and stream video content; content monetization system, which integrates ads within the content layouts at the page level. Further, the company provides a publisher management system that provides analytics and performance optimization tools, as well as reports; search-demand management systems; monetization products that integrate and onboards demand vendors; and AI Systems. Additionally, it offers Intelligent HUB (iHUB), which connects the supply and demand sides of the marketplace; and strategic optimization of relevant traits (SORT), a provisional patent technology that eliminates the need for cookies. The company was formerly known as IncrediMail Ltd. and changed its name to Perion Network Ltd. in November 2011. Perion Network Ltd. was incorporated in 1999 and is headquartered in Holon, Israel.
Contact Information
Azrieli Center 1, Building A, 4th Floor 26 HaRokmim Street, Holon, 5885849, Israel
972-7-3398-1000
Market Cap
$403.94M
P/E (TTM)
-49.4
34.2
Dividend Yield
--
52W High
$11.79
52W Low
$8.03
52W Range
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.6 / 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
$137.14M+0.00%
4-Quarter Trend
EPS
$0.20+0.00%
4-Quarter Trend
FCF
$23.02M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Advertising Solutions Revenue Growth Advertising Solutions revenue grew 4% to $348.93M USD, comprising 79% of total revenue in 2025.
Strong Operating Cash Flow Net cash provided by operating activities reached $41.93M USD, a substantial increase from $6.94M USD provided in 2024.
Search Revenue Collapse Search Advertising revenue plummeted 44% to $91.00M USD due to Microsoft partnership changes and expiration.
AI Platform Integration Introduced Perion One platform in February 2025, unifying capabilities around proprietary AI agent, Outmax, for execution layer focus.
Risk Factors
Search Business Dependency Risk Search revenue highly dependent on current search provider agreements; termination or adverse changes cause material revenue decrease.
AI Disruption Threatens Traffic Generative AI adoption causes shift to AI-mediated content, threatening traditional web traffic, ad impressions, and attribution streams.
Overall Revenue Decline Total revenue fell 12% to $439.93M USD in 2025, driven by significant contraction in the Search Advertising segment.
Competitive Walled Garden Pressure Large technology companies dominate digital advertising, limiting access and increasing complexity across fragmented closed ecosystems.
Outlook
Scaling AI Execution Infrastructure Strategy centers on scaling AI-native execution infrastructure, embedding AI directly into media delivery systems across high-growth channels.
Focus on High-Growth Channels Prioritizing CTV, DOOH, and Retail Media, which saw revenue growth of 42%, 36%, and 36% respectively in 2025.
Disciplined Inorganic Growth Pursuing selective acquisitions, like Greenbids, to accelerate execution infrastructure strategy and expand geographic footprint globally.
Managing Data Privacy Evolution Continued investment in privacy-centric solutions like SORT® to navigate evolving global data protection laws and cookie deprecation.
Peer Comparison
Revenue (TTM)
$3.86B
$3.54B
$3.10B
Gross Margin (Latest Quarter)
238.8%
235.7%
81.4%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| TBLA | $988.61M | 25.3 | 4.5% | 12.1% |
| MCS | $604.16M | 47.0 | 2.8% | 33.1% |
| GTN | $515.54M | -6.3 | -3.0% | 55.7% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
15.4%
Strong Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:May 6, 2026
EPS:$0.07
|Revenue:$92.60M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data