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Nexxen International
Nexxen International (NEXN) investor relations material
Nexxen International Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Market and macro environment
Macro uncertainty, including tariffs, has led to softness in some verticals, especially retail, but created opportunities for others to access media more efficiently.
Retailers are cautious with ad spend due to supply chain and tariff volatility, but are seeking more aggressive performance solutions.
Marketing spend tends to rebound robustly after periods of macro uncertainty, supporting optimism for future growth.
Business model and competitive positioning
The end-to-end platform integrates buy and sell sides, enabling seamless transactions and higher efficiency.
Deeply integrated technology and exclusive data access differentiate the platform from competitors.
The convergence of buy and sell sides in the industry validates the integrated approach, with few rivals matching the level of integration.
Data, technology, and performance
Exclusive access to VIDAA’s ACR data through 2029 enhances targeting and measurement capabilities.
The platform’s data integration allows for precise performance measurement and optimization.
AI investments are streamlining internal workflows and enabling customers to make complex decisions efficiently, improving both performance and margins.
Quantify VIDAA's impact on Nexxen's market position?
Balance M&A vs. buybacks for shareholder value
How does end-to-end model mitigate DSP headwinds?
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Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%.
Next Nexxen International earnings date
Q4 20256 Mar, 2026
Nexxen International
Next Nexxen International earnings date
Q4 20256 Mar, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Amina0781App Store
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Frequently asked questions
Nexxen International Ltd. (formerly Tremor International Ltd.) provides an innovative platform that enables advertisers to reach relevant and engaged audiences at scale across TV, Online, Mobile and Connected Devices. Through a combination of in-house expertise and strategic partnerships, the Tremor Video platform provides advertisers with an end-to-end solution that is defining how video advertising is bought and sold, allowing both buyers and sellers to manage their transactions in the most efficient way possible. Tremor International Ltd. was incorporated in 2007 and is headquartered in Tel Aviv-Yafo, Israel.
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