Perion Network's earnings call highlighted strong growth in key segments like Digital Out-of-Home and CTV, alongside a strategic acquisition of Greenbids, leading to increased guidance. However, challenges include a decline in web revenue and a GAAP net loss. The sentiment is balanced with promising growth, yet notable financial challenges.

Company Guidance -

Q2 2025

During the Perion Network Q1 2025 earnings call, the company provided updated guidance reflecting a positive outlook bolstered by strategic moves and strong performance. Revenue for the first quarter was reported at $89.3 million, exceeding initial expectations, with adjusted EBITDA at $1.8 million. Perion announced the acquisition of Greenbids, an AI-based company, which is expected to significantly enhance their technology and expand their total addressable market into lower funnel performance opportunities. This acquisition, along with organic growth, has led Perion to revise their full-year 2025 guidance upwards. The company now anticipates revenue to be in the range of $430 million to $450 million, up from the previous guidance of $400 million to $420 million, and adjusted EBITDA to be between $44 million and $46 million, representing a 10% increase at the midpoint. The call highlighted strong growth in digital out-of-home and CTV channels, which grew by 80% and 31% year-over-year respectively, contributing significantly to the company's revenue mix and future growth trajectory.

Strong Growth in Digital Out-of-Home and CTV

Digital out-of-home grew by 80% and CTV by 31% year-over-year, outperforming market growth. These channels now represent 31% of total revenue.

Acquisition of Greenbids

Perion announced the acquisition of Greenbids, a cutting-edge AI company that enhances their technology. This acquisition is expected to significantly increase the total addressable market and improve profitability.

Increased Full-Year Guidance

The company raised its full-year 2025 guidance, increasing revenue projection from a range of $400-$420 million to $430-$450 million, and adjusted EBITDA from $40-$42 million to $44-$46 million.

Strong Cash Position and Share Repurchase

Perion has a strong cash position with $358.5 million, and a share repurchase program expanded to $125 million, showing confidence in long-term value.

Perion Network (PERI) Earnings, Revenues Date & History

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PERI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 11, 2025	2025 (Q2)	0.17 / -	0.26	―	―	―
May 13, 2025	2025 (Q1)	0.09 / 0.11	0.44	-75.00% (-0.33)
Feb 19, 2025	2024 (Q4)	0.33 / 0.33	1.04	-68.27% (-0.71)
Nov 06, 2024	2024 (Q3)	0.20 / 0.23	0.84	-72.62% (-0.61)
Jul 31, 2024	2024 (Q2)	0.21 / 0.26	0.84	-69.05% (-0.58)
May 08, 2024	2024 (Q1)	0.38 / 0.44	0.6	-26.67% (-0.16)
Feb 07, 2024	2023 (Q4)	0.93 / 1.04	0.9	15.56% (+0.14)
Nov 01, 2023	2023 (Q3)	0.74 / 0.84	0.61	37.70% (+0.23)
Aug 02, 2023	2023 (Q2)	0.72 / 0.84	0.51	64.71% (+0.33)
May 03, 2023	2023 (Q1)	0.52 / 0.60	0.44	36.36% (+0.16)

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
May 13, 2025	$9.57	$10.85	+13.38%
Feb 19, 2025	$9.75	$8.55	-12.31%
Nov 06, 2024	$8.45	$9.05	+7.10%
Jul 31, 2024	$8.51	$8.77	+3.06%

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.