Nexxen International Q2 Earnings Call Highlights

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MarketBeat

Wed, August 12, 2026 astatine 11:04 AM CDT 6 min read

Key Points

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Record Q2 performance: Contribution ex-TAC roseate 11% twelvemonth implicit twelvemonth to $97.8 million, portion programmatic gross accrued 12% to $95.2 million. CTV gross jumped 33% to a grounds $37.8 million, supported by beardown mobile and data-product growth.
Outlook raised: Nexxen accrued its 2026 publication ex-TAC guidance to $388 million–$402 cardinal and programmatic gross guidance to $380 million–$393 million, portion maintaining adjusted EBITDA guidance of $122 million–$132 million.
Expansion successful CTV, endeavor and AI: Enterprise spending grew much than 25%, and Nexxen expects its TV Home Screen merchandise to lend much meaningfully opening successful Q4 and passim 2027. The institution is continuing investments successful AI and information infrastructure, plans to put different $50 cardinal successful VIDAA, and is evaluating acquisitions portion winding down its influencer-marketing business.

Nexxen International (NASDAQ:NEXN) reported grounds second-quarter results for the play ended June 30, 2026, led by maturation successful connected television, mobile and information products, portion raising its full-year outlook for publication ex-TAC and programmatic revenue.

Chief Executive Officer Ofer Druker said the company's show exceeded statement estimates and included its strongest quarterly CTV gross effect to date. He attributed the momentum to investments successful the company's integrated platform, AI capabilities and endeavor go-to-market efforts.

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"Our outperformance enabled america to rise our full-year publication ex-TAC and programmatic gross guidance for the 3rd clip this year," Druker said, adding that endeavor customers person been expanding spending and adopting much of Nexxen's products.

Second-Quarter Results

Chief Financial Officer Sagi Niri said second-quarter publication ex-TAC, a non-IFRS measure, roseate 11% twelvemonth implicit twelvemonth to a grounds $97.8 million. Programmatic gross accrued 12% to a second-quarter grounds of $95.2 million.

CTV gross accrued 33% twelvemonth implicit twelvemonth to a grounds $37.8 million.
Mobile gross roseate 23% twelvemonth implicit year.
Contribution ex-TAC from information products accrued 46%, portion CMPs and show roseate 23% and 18%, respectively.
Desktop gross declined 13% twelvemonth implicit year.
Adjusted EBITDA was $27.6 million, representing a 28% borderline connected publication ex-TAC.
Operating currency travel totaled $61.3 million, compared with $17.4 cardinal successful the prior-year quarter.