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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.
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Raymond James TMT and Consumer Conference summary8 Dec, 2025

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.

Impact of agentic advertising on ad buying
DOOH player: strategic advantage and market impact
Drivers for ex-TAC growth outpacing revenue
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Frequently asked questions

Perion Network Ltd. delivers advertising solutions to brands, agencies, and publishers on an easy-to-use and powerful content distribution platform called MediaMind. Our off-loadable SSP allows you to run campaigns that are more relevant, trackable, measurable, and valued. We provide effective convergence of Domain and Display equally via our focused real time Bidding (RTB) Platform, MediaMaxx based upon a proprietary SSP. Perion Network Ltd. is based in Holon, Israel.

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