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Nexxen International Ltd. (DE:7P91)
FRANKFURT:7P91
Earnings Data
Report Date
May 20, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced clear strategic progress and product/partnership momentum with notable near-term operational headwinds. Management highlighted meaningful 2025 investments (doubled SSP capacity, Next.AI, enterprise focus, and a programmatic smart-TV home-screen solution) and reported very strong early-2026 pacing and constructive FY2026 guidance (~8%–10% growth at midpoints). However, 2025 results showed modest organic growth (≈3% contribution ex-TAC), declines in key formats (CTV -19% YoY in Q4), lower retention, EPS and cash flow deterioration, and short-term customer/tariff pressures. Overall, the narrative is one of strategic positioning and improving momentum offsetting recent execution and macro challenges.Company Guidance
Strong start to 2026 and positive guidance
Record January and February; Q1 contribution ex-TAC and programmatic revenue trending ahead of initial expectations. FY2026 guidance: contribution ex-TAC $375M–$390M (≈>8% YoY at midpoint), programmatic revenue $370M–$381M (≈10% YoY at midpoint), adjusted EBITDA $122M–$132M (≈33% margin at midpoint).
Infrastructure and platform scale expansion
In 2025 the company roughly doubled SSP capacity, upgrading infrastructure to better monetize publisher relationships and support programmatic trading growth in 2026 and beyond.
Enterprise growth and AI-driven product traction
Enterprise customer base more than doubled in 2025. Contribution ex-TAC per active customer rose to ~$563k (+7% YoY). Next.AI adoption driving efficiency (DSP assistant efficiency gains up to 97%, satisfaction >90%; Discovery assistant reducing audience research time up to 45%). Data used in >80% of campaigns.
Programmatic smart TV home screen solution and strategic partnerships
Launched what management calls the industry's first programmatic smart TV home screen solution, integrated with Vidaa (V). The Trade Desk adopted the solution (Ventura integration) and Yahoo DSP licensed TV data; management expects these partnerships to accelerate adoption and liquidity in CTV home-screen inventory. Company plans additional V investments to hold ~6% (~$60M) stake.
Strong expansion in high‑margin data products and desktop video
Contribution ex-TAC from data products increased 51% YoY in Q4. Desktop video revenue grew 21% YoY in Q4. Video accounted for 72% of programmatic revenue in Q4, reflecting demand for video/data-enabled offerings.
Healthy balance sheet and shareholder returns
Cash & equivalents $133.3M, no long-term debt, $50M available on revolver. Repurchased 1.44M shares (~$10.8M) in Q4 and repurchased ~38.5% of outstanding shares (~$258.2M) since Mar 2022; new repurchase program up to $40M approved to begin after current program.
DE:7P91 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
DE:7P91 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 13, 2025 | €6.60 | €6.65 | +0.76% |
Aug 13, 2025 | €8.05 | €8.15 | +1.24% |
May 14, 2025 | €10.80 | €10.20 | -5.56% |
Mar 05, 2025 | €6.89 | €6.89 | 0.00% |
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 Nexxen International Ltd. (DE:7P91) report earnings?
Nexxen International Ltd. (DE:7P91) is schdueled to report earning on May 20, 2026, TBA (Confirmed).
What is Nexxen International Ltd. (DE:7P91) earnings time?
Nexxen International Ltd. (DE:7P91) earnings time is at May 20, 2026, TBA (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 the P/E ratio of Nexxen International Ltd. stock?
The P/E ratio of Nexxen International is N/A.
What is DE:7P91 EPS forecast?
DE:7P91 EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.