Nexxen International Q4 Earnings Call Highlights

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MarketBeat

Wed, March 4, 2026 astatine 9:36 AM CST 8 min read

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Nexxen said it met updated 2025 guidance and is seeing “strong momentum” successful aboriginal 2026 aft grounds January and February, and guided 2026 contribution ex-TAC of $375–$390M and programmatic revenue of $367–$381M with adjusted EBITDA of $122–$132M (roughly 33% borderline astatine midpoint).
The institution materially expanded level standard successful H2 2025—roughly doubling SSP capacity—and launched what it calls the industry’s archetypal programmatic Smart TV on-screen product, unrecorded with CTV OS spouse V and strategical DSP spouse The Trade Desk to monetize home‑screen inventory programmatically.
Q4 results were mixed (programmatic gross down modestly, CTV softer) portion data products publication ex-TAC jumped 51%; Nexxen entered the play with $133.3M cash, nary long‑term debt, important stock repurchases, and plans for an further $50M concern successful V to scope ~6% ownership.
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Nexxen International (NASDAQ:NEXN) executives told investors they met updated full-year 2025 guidance and are seeing “strong momentum” aboriginal successful 2026, citing grounds January and February results and improving trends successful programmatic gross and publication ex-TAC.

On the company’s fourth-quarter net call, CEO Ofer Druker said publication advertisement stack and programmatic gross successful the archetypal 4th to day are tracking up of archetypal expectations pursuing “the strongest January and February successful our history.” He attributed the aboriginal 2026 show to infrastructure investments made successful 2025, caller and expanded partnerships with demand-side platforms (DSPs), and differentiated connected TV (CTV) media assets and data. Druker besides pointed to 2026 advertizing catalysts including the Winter Olympics, the FIFA World Cup, and the U.S. midterm elections.

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Druker said Nexxen “meaningfully upgraded” infrastructure and expanded level standard successful the 2nd fractional of 2025, astir doubling supply-side level (SSP) capacity. He said the larger standard is intended to amended steadfast monetization and enactment programmatic trading growth.

The CEO besides emphasized a propulsion toward endeavor offerings built astir the company’s combined DSP and information capabilities, including deeper AI integration. Druker said Nexxen added go-to-market and merchandise endowment successful 2025 and shifted interior income resources toward endeavor solutions, resulting successful the endeavor lawsuit basal much than doubling during the year. He described endeavor maturation arsenic a semipermanent effort but said the institution believes the timing is close to invest.

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