Nexxen International Ltd. (NEXN)
NASDAQ:NEXN
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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.29Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and commercial update: Nexxen delivered record Q1 contribution ex-TAC and programmatic revenue with strong growth in CTVIDAA, mobile in-app, data products, and display, and raised full‑year revenue guidance. Key strategic initiatives—programmatic home‑screen (TVIDAA on screen), AI (NextAI), enterprise go‑to‑market expansion, and SDK integrations—appear to be translating into measurable client wins and product traction. Offsets include weaker non‑IFRS EPS, negative operating cash in Q1 versus last year, some non‑programmatic and PMP declines, and management’s deliberately conservative full‑year posture because of macro and partner risks. Overall, positive growth and product momentum outweigh near‑term profitability and cash timing headwinds.Company Guidance
Record Q1 Contribution ex-TAC
Contribution ex-TAC of $84.5M in Q1 (a company Q1 record), up 13% year-over-year, driven by programmatic growth.
Programmatic Revenue Growth
Programmatic revenue of $81.9M in Q1 (Q1 record), up 14% year-over-year; company raised full-year programmatic revenue guidance to $374M–$388M (up from $367M–$381M), implying ~12% YoY growth at the midpoint.
CTVIDAA Momentum
CTVIDAA returned to growth with Q1 CTVIDAA revenue of $29.4M, up 12% YoY; launched Nexxen TVIDAA on screen programmatic home‑screen solution and expanded programmatic reach (initially >25M V-powered home screens; added TCL and TiVo partnerships that increase device base by nearly 10M).
Mobile In-App Acceleration
Mobile revenue increased 18% YoY in Q1 with direct SDK integrations (including Unity) expanding access to high-quality supply; management sees mobile in-app as a durable, AI-resilient growth driver.
Strong Data & Display Performance
Contribution ex-TAC from data products increased 81% YoY and contribution ex-TAC from display increased 57% YoY; ACR data licensing momentum highlighted by new partners such as AdForm.
Adjusted EBITDA and Updated Full-Year Contribution ex-TAC Guidance
Q1 adjusted EBITDA of $16.3M (19% margin on contribution ex-TAC) beat consensus. Full-year contribution ex-TAC guidance raised to $382M–$397M (previously $375M–$390M), representing over 10% YoY growth at the midpoint; full-year adjusted EBITDA guidance $122M–$132M (~10% YoY growth, ~33% margin at midpoint as presented).
Enterprise Wins and Commercial Momentum
Onboarded more new enterprise clients in 2026 to date than in all of 2025; these customers are each expected to have potential to generate >$1M annual spend and early indicators point to larger budgets, higher recurrence, and deeper engagement.
AI & Platform Efficiency Gains
Investments in AI (NextAI) and platform tools drove operational efficiency: Discovery Assistance reduced audience research time by >40% YoY in Q1 and DSP assistant drove >90% YoY efficiency gains across key workflows; management highlights structural AI advantages and plans to expand NextAI across SSP/SSP workflows.
Strategic Partnerships and Capital Allocation
Expanded OEM and partner relationships (Trade Desk, StackAdapt, Basis, TiVo, TCL, LG testing). Completed ~1.1M share repurchase (~$7.2M) in Q1 and authorized a new repurchase program up to $40M; continuing planned $15M incremental investment (bringing total to $60M) for a ~6% equity stake in partner VIDAA.
NEXN 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
NEXN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $7.43 | $7.61 | +2.42% |
Mar 04, 2026 | $6.45 | $6.68 | +3.57% |
Nov 13, 2025 | $8.04 | $6.33 | -21.33% |
Aug 13, 2025 | $9.74 | $9.90 | +1.64% |
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. (NEXN) report earnings?
Nexxen International Ltd. (NEXN) is schdueled to report earning on Aug 13, 2026, TBA (Confirmed).
What is Nexxen International Ltd. (NEXN) earnings time?
Nexxen International Ltd. (NEXN) earnings time is at Aug 13, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NEXN EPS forecast?
NEXN EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.