Nexxen International Ltd.
NASDAQ•NEXN
CEO: Mr. Ofer Druker
セクター: Communication Services
業種: Advertising Agencies
上場日: 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.
連絡先情報
時価総額
$478.08M
PER (TTM)
28.0
33.2
配当利回り
--
52週高値
$11.59
52週安値
$5.60
52週レンジ
順位39Top 39.1%
4.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$86.84M+0.00%
直近4四半期の推移
EPS
-$0.09+0.00%
直近4四半期の推移
フリーCF
-$29.33M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$2.30B
$2.25B
$2.14B
粗利益率 (最新四半期)
94.5%
93.1%
81.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| IAC | $3.17B | 28.1 | 2.5% | 20.8% |
| NEXN | $478.08M | 28.0 | 3.8% | 4.0% |
| AMCX | $442.79M | 8.4 | 5.3% | 47.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-1.5%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年8月12日
EPS:$0.17
|売上高:$90.84M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし