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Perion Network (PERI) investor relations material
Perion Network Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Industry trends and macro environment
Digital advertising is a trillion-dollar and growing sector, with increasing complexity across channels and platforms.
Advertisers are shifting focus from brand awareness to ROI-driven channels and technologies, emphasizing measurable outcomes.
Tension between CMOs and CFOs is driving demand for performance measurement across all advertising formats.
Platform strategy and product innovation
Unified Perion One platform integrates multiple technologies, reducing inefficiencies and vendor costs for clients.
AI-driven tools, including DCO and high-frequency trading algorithms, optimize creative and media buying for better yields.
SODA, an AI algorithm for traffic shaping, improves inventory quality and yield for publishers and advertisers.
The platform is evolving toward agentic advertising, where AI agents interact to achieve sales outcomes rather than focusing on CPCs.
Growth in emerging formats
CTV segment grew 75% year-over-year in Q3, driven by performance algorithms and live event solutions.
Digital Out-of-Home is becoming more programmatic and performance-driven, with a new player product positioning the company as an operating system for screens.
Retail media grew 40% in Q3, leveraging location-based strategies to drive consumers back to physical stores.
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