Perion Network Ltd (PERI)
NASDAQ:PERI
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys strong product and commercial momentum: Perion One spend growth (6% YoY), rapid Outmax adoption (300%+ growth), double- to triple-digit growth in key spend channels (CTV +68%, DOOH +29%, Retail +27%), robust cash balance ($293M) and active share repurchases. Those positives are balanced by near-term profitability pressure (adjusted EBITDA down to $0.5M, GAAP net loss widened), search margin compression (contribution ex-TAC down ~70%), seasonally weak Q1 and macro-led advertiser caution. Management reiterated full-year guidance and expects meaningful EBITDA inflection in H2 as strategic agreements onboard. Overall, product adoption and balance sheet strength outweigh the short-term margin and reporting shifts, but investors should watch H2 execution and margin recovery.Company Guidance
Revenue and Cash Position
Q1 revenue of $90.4M, up 1% year-over-year. Generated $6.7M cash from operations and $7.0M adjusted free cash flow. Ended the quarter with $293M in cash, equivalents and marketable securities, providing financial flexibility.
Perion One Spend and Adoption
Total Perion One spend increased 6% year-over-year, and Perion One contribution ex-TAC increased ~7% year-over-year, demonstrating expanding adoption of the platform as a leading indicator of future revenue.
Outmax Rapid Expansion
Outmax AI agent spend grew over 300% year-over-year (more than tripled). Launched Outmax for TikTok, generating >$1M in spend in Q1 and delivering up to a 25% lift in performance on TikTok in early results.
Strong Growth in Core Growth Engines (Spend)
CTV spend grew 68% year-over-year to $18M; Digital Out-of-Home spend grew 29% year-over-year to $60.6M; Retail Media spend increased 27% year-over-year to $36.5M. These channels outpaced broader market trends and drove Perion One spend growth.
Perion One Driving Profit Mix
Perion One contribution ex-TAC represented 81% of total contribution ex-TAC (up from 75% in Q1 2025), with the company expecting Perion One to represent 85–90% of full-year 2026 contribution ex-TAC.
Customer Case Studies Demonstrating Performance
Notable case results: Bouygues Telecom saw 34% lower customer acquisition costs and 51% reduction in carbon intensity; C4 Energy achieved viewable rates 80% above benchmark, +20.7% brand awareness and +4.1% brand recall; Vaseline DOOH campaign delivered >1.65M impressions with dynamic contextual creative.
Strategic Partnerships and Geographic Expansion
Announced exclusive reseller partnership across Africa (Murley Media and Media Mark) to deploy Outmax and programmatic DOOH into a programmatic market forecasted to reach $6.5B by 2029 (15.3% CAGR), enabling expansion with low incremental cost to P&L.
Capital Allocation & Share Repurchases
Repurchased 2.5M shares for $24.1M in the quarter (cumulative 15.3M shares for $142.2M at an average $9.27), returning capital to shareholders while preserving strong cash reserves.
PERI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PERI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $8.57 | $8.87 | +3.50% |
Nov 12, 2025 | $9.50 | $10.49 | +10.42% |
Aug 11, 2025 | $10.21 | $9.19 | -9.99% |
May 13, 2025 | $9.57 | $10.85 | +13.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Perion Network Ltd (PERI) report earnings?
Perion Network Ltd (PERI) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Perion Network Ltd (PERI) earnings time?
Perion Network Ltd (PERI) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PERI EPS forecast?
PERI EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.
