Perion Network Ltd.
NASDAQ•PERI
CEO: Mr. Tal Jacobson
セクター: Communication Services
業種: Internet Content & Information
上場日: 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.
連絡先情報
Azrieli Center 1, Building A, 4th Floor 26 HaRokmim Street, Holon, 5885849, Israel
972-7-3398-1000
時価総額
$438.22M
PER (TTM)
-53.6
34.2
配当利回り
--
52週高値
$11.79
52週安値
$8.07
52週レンジ
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.6 / 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
Q4 2025 データ
売上高
$137.14M+0.00%
直近4四半期の推移
EPS
$0.20+0.00%
直近4四半期の推移
フリーCF
$23.02M+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
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$3.86B
$3.54B
$3.10B
粗利益率 (最新四半期)
238.8%
235.7%
81.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| TBLA | $1.08B | 27.6 | 4.5% | 12.1% |
| MCS | $617.55M | 48.1 | 2.8% | 33.1% |
| GTN | $552.96M | -6.7 | -3.0% | 55.7% |
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
15.4%
高成長
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5月6日
EPS:$0.07
|売上高:$92.60M
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