Nexxen International

NEXN

Market cap $476M

Nexxen International Ltd. (NEXN) Q1 2026 Earnings Call Transcript

Nexxen International NASDAQ: NEXN reported record first-quarter results for the three months ended March 31, 2026, and raised its full-year revenue outlook, citing stronger programmatic advertising demand, renewed growth in connected TV and early traction from its enterprise sales strategy.

New integrations offer advertisers a growing number of large-scale, premium Smart TV native environments for programmatic activation, firsts for TCL FFALCON and TiVo Ads New integrations offer advertisers a growing number of large-scale, premium Smart TV native environments for programmatic activation, firsts for TCL FFALCON and TiVo Ads

Delivered record Q1 Contribution ex-TAC, programmatic revenue and CTV revenue , with continued momentum in to Q2 ; raising full year 2026 Contribution ex-TAC and programmatic revenue guidance  Accelerated adoption of Nexxen TV Home Screen across leading DSPs, agencies and CTV OEMs, including The Trade Desk, StackAdapt, Basis, H/L, TCL FFALCON, TiVo Ads and others Hosting Investor Day June 16 , 2026 NEW YORK, May 13, 2026 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), the advertising technology platform powered by unique data and media, announced today its financial results for the three months ended March 31, 2026.

NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), the advertising technology platform powered by unique data and media, today announced it will host an Investor Day in New York City on Tuesday, June 16, 2026. The event is expected to begin at 9:00 AM ET.

High-attention mobile gaming environments unlock AI-resilient reach beyond the browser High-attention mobile gaming environments unlock AI-resilient reach beyond the browser

Nexxen International is deeply undervalued, trading at a 4x EV/FCF multiple despite robust cash flow, margin strength, and aggressive buybacks. NEXN's growth is driven by exclusive, equity-linked partnerships—especially with the V operating system—and expansion into high-margin data products and mobile in-app channels. Risks include heavy reliance on key partners and customer concentration, but equity stakes and recent strategic agreements mitigate these concerns.

New partnership helps political advertisers activate influencer-aligned audience segments as one in five Americans increasingly turn to social creators for news New partnership helps political advertisers activate influencer-aligned audience segments as one in five Americans increasingly turn to social creators for news

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), the advertising technology platform powered by unique data and media, will release its financial results for the three months ended March 31, 2026, before the U.S. market opens on Wednesday, May 13, 2026.

Nexxen is analysed as a cheap, cash-generative AdTech platform with an improving programmatic mix and aggressive share repurchases. I explain why the stock remains a Hold despite its low EV/EBITDA multiple: FY25 revenue was flat, CTV declined, and profitability weakened in Q4. The key question is whether Nexxen's programmatic core can grow fast enough in FY26 to offset shrinking non-programmatic revenue and drive visible total revenue growth.