Perion Network

PERI

Market cap $350M

Perion Networks' FY '26 guidance implies 11% contribution ex-TAC growth at the midpoint, with adjusted EBITDA margins expanding 100 bps to 23%. Management targets greater than 20% CAGR in contribution ex-TAC through 2028, alongside margin expansion to 28%. Net cash of $285M equals more than 80% of the current market cap.

Perion Network Ltd. (PERI) Q4 2025 Earnings Call Transcript

Perion Network (PERI) came out with quarterly earnings of $0.49 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.33 per share a year ago.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- #tech--Perion Network Ltd. (NASDAQ and TASE: PERI), an advanced technology leader solving for the complexities of digital advertising through AI-native execution infrastructure, today reported its financial results for the fourth quarter and full year ended December 31, 2025. “Our fourth-quarter performance, highlighted by a 19% year-over-year increase in Contribution ex-TAC and a 53% surge in Adjusted EBITDA, demonstrates that Perion One is winning,” said.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- #tech--Perion Network Ltd. (NASDAQ & TASE: PERI), a leader in advanced technology solving for the complexities of modern advertising, announced today it plans to release its financial results for the fourth quarter and fiscal year ended on December 31, 2025, prior to the opening of the financial markets on Wednesday, February 18, 2026. Tal Jacobson, CEO, and Elad Tzubery, CFO, will host a conference call to discuss the results on that day at 8:30 a.m.

NEW YORK & TEL AVIV--(BUSINESS WIRE)-- #tech--Perion Network Ltd. (NASDAQ and TASE: PERI), a leader in advanced technology solving for the complexities of modern advertising, today announced it will participate in the 28th Annual Needham Growth Conference on January 14th in New York. Tal Jacobson, CEO, and Elad Tzubery, CFO, will host one-on-one meetings with investors. To request a meeting, please contact your representatives at Needham. Mr. Jacobson will also participate in a fireside chat at 9:30 am.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- #tech--Perion Network Ltd. (NASDAQ & TASE: PERI), a leader in advanced technology solving for the complexities of modern advertising, today announced the integration of its Perion One Platform with Amazon DSP. The collaboration enables advertisers and brands to leverage Amazon's first-party insights with Perion's AI-powered creative optimization solution, delivering stronger measurable performance across key metrics such as attention, engagement, and c.

Perion Network Ltd. reported better-than-expected third quarter results, driven by an impressive rebound in Connected TV ("CTV") revenues. PERI continues to buy back shares in the open market and recently expanded its share repurchase authorization by $75 million. While Perion only reaffirmed full-year guidance, management projected 2026 growth to exceed current consensus expectations.

Perion returned to revenue growth for the first time in six quarters. Having endured the loss of a lot of its Search business, its newer ventures in digital out-of-home and connected TV are growing rapidly.

Perion Network Ltd. ( PERI ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Tal Jacobson - CEO & Director Elad Tzubery - Chief Financial Officer Conference Call Participants Andrew Marok - Raymond James & Associates, Inc., Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Jason Helfstein - Oppenheimer & Co. Inc., Research Division Jeff Martin - ROTH Capital Partners, LLC, Research Division Laura Martin - Needham & Company, LLC, Research Division Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Hello, everybody, and welcome to the Perion Network Third Quarter 2025 Earnings Conference Call.