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Perion Network Ltd.

NASDAQ•PERI
執行長: Mr. Tal Jacobson
板塊: Communication Services
行業: Internet Content & Information
上市日期: 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.
聯絡資訊
Azrieli Center 1, Building A, 4th Floor 26 HaRokmim Street, Holon, 5885849, Israel
972-7-3398-1000
www.perion.com
市值
$403.94M
本益比 (TTM)
-49.4
34.2
股息率
--
52周最高
$11.79
52周最低
$8.03
52周範圍
47%
排名45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 3.6 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$137.14M+0.00%
近4季度走勢

每股收益

$0.20+0.00%
近4季度走勢

自由現金流

$23.02M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (TTM)

IHRT stock ticker logoIHRT
$3.86B
+0.3%
ADV stock ticker logoADV
$3.54B
-0.7%
GTN stock ticker logoGTN
$3.10B
-15.1%

毛利率 (最新季度)

GTN stock ticker logoGTN
238.8%
+59.4pp
MCS stock ticker logoMCS
235.7%
+48.4pp
UPXI stock ticker logoUPXI
81.4%
+22.4pp

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
TBLA$988.61M25.34.5%12.1%
MCS$604.16M47.02.8%33.1%
GTN$515.54M-6.3-3.0%55.7%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
15.4%
高速增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
75%
現金流波動較大

深度研究

下次財報:2026年5月6日
|
每股收益:$0.07
|
營業收入:$92.60M
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