Nexxen International Ltd. Reports Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy NEXN?
Source: seekingalpha
- Earnings Highlights: Nexxen International Ltd. reported a Q4 Non-GAAP EPS of $0.33, beating estimates by $0.02, while revenue of $100.7 million, down 10.3% year-over-year, still exceeded expectations by $0.31 million, indicating resilience amid challenges.
- Revenue Composition Analysis: Contribution ex-TAC was $97.8 million, down 7% year-over-year, with programmatic revenue at $94.3 million, down 4%, highlighting increased competitive pressure in the advertising market, particularly from political factors.
- CTV Revenue Decline: CTV revenue for Q4 was $30.1 million, down 19% year-over-year, representing 32% of programmatic revenue, a decrease from 38% in the previous year, reflecting weakened demand for CTV advertising that may impact future revenue growth.
- Future Financial Guidance: Nexxen projects Contribution ex-TAC for 2026 to be in the range of $375 to $390 million, with programmatic revenue between $367 and $381 million, and adjusted EBITDA expected to be between $122 and $132 million, demonstrating confidence in future growth despite ongoing challenges.
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Analyst Views on NEXN
Wall Street analysts forecast NEXN stock price to rise
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 7.380
Low
9.00
Averages
11.67
High
15.00
Current: 7.380
Low
9.00
Averages
11.67
High
15.00
About NEXN
Nexxen International Ltd, formerly known as Tremor International Ltd, is an Israel-based company engaged in digital advertising solutions that leverage the latest video, native, and display technology to reach users for every app, service, and brand. Nexxen International Ltd works with more than 450 advertisers including Amazon, Disney, and Twitter. The Company activity has three core divisions: Tremor Video, which helps advertisers deliver impactful brand stories across all screens through video technology combined with advanced audience data; RhythmOne, a media division that drives business outcomes in multiscreen advertising; and Unruly video marketplace with direct integrations with publishers and advertisers. The Company is present in more than 60 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nexxen International Q4 2025 Earnings Call Highlights
- Performance Exceeds Expectations: Nexxen reported contribution revenue of $97.8 million in Q4 2025, reflecting a 7% year-over-year decline; however, management is optimistic about 2026, projecting over 8% growth in contribution revenue, indicating resilience and potential growth momentum in the market.
- Innovative Advertising Solutions: The company launched the industry's first programmatic Smart TV on-screen advertising solution in partnership with VI and The Trade Desk, marking a significant advancement in high-quality programmatic advertising, which is expected to enhance customer engagement and resist AI-driven market disruptions.
- Significant AI Integration Results: Nexxen's DSP assistant efficiency has improved to 97%, with customer satisfaction exceeding 90%, demonstrating that the application of AI technology not only enhances operational efficiency but also creates new value for clients, further solidifying the company's market position.
- Share Buyback Program: The company repurchased 1.44 million shares in Q4 and approved a new buyback program of up to $40 million, reflecting management's confidence in the company's future growth while providing additional value returns to shareholders.
See More
Nexxen International Ltd. Reports Q4 Earnings
- Earnings Highlights: Nexxen International Ltd. reported a Q4 Non-GAAP EPS of $0.33, beating estimates by $0.02, while revenue of $100.7 million, down 10.3% year-over-year, still exceeded expectations by $0.31 million, indicating resilience amid challenges.
- Revenue Composition Analysis: Contribution ex-TAC was $97.8 million, down 7% year-over-year, with programmatic revenue at $94.3 million, down 4%, highlighting increased competitive pressure in the advertising market, particularly from political factors.
- CTV Revenue Decline: CTV revenue for Q4 was $30.1 million, down 19% year-over-year, representing 32% of programmatic revenue, a decrease from 38% in the previous year, reflecting weakened demand for CTV advertising that may impact future revenue growth.
- Future Financial Guidance: Nexxen projects Contribution ex-TAC for 2026 to be in the range of $375 to $390 million, with programmatic revenue between $367 and $381 million, and adjusted EBITDA expected to be between $122 and $132 million, demonstrating confidence in future growth despite ongoing challenges.
See More
Nexxen International Ltd. Announces Share Repurchase
- Share Repurchase Program: Nexxen International Ltd. repurchased 496,981 shares in February 2026 at an average price of $6.02, reflecting the company's confidence in its stock value while utilizing approximately $2 million remaining under its current repurchase authorization, thereby enhancing market trust in its shares.
- New Repurchase Program Initiation: The company has received authorization for a new share repurchase program of up to $40 million, expected to commence upon completion of the current program, which will help optimize capital structure and enhance shareholder value through a flexible repurchase strategy.
- Changes in Share Structure: As of February 28, 2026, Nexxen had 55,720,779 ordinary shares outstanding, with repurchased shares to be reclassified as dormant shares under Israeli Companies Law, indicating the company's prudence and foresight in capital management.
- Market Reaction Expectations: By implementing the repurchase program, Nexxen not only aims to enhance earnings per share but also potentially boosts investor confidence, thereby maintaining its competitive edge in the fiercely competitive advertising technology market.
See More
STMicroelectronics Shares Rise 4.3% in Pre-Market Trading
- Stock Performance: STMicroelectronics shares rose 4.3% in pre-market trading to $31.13, indicating optimistic market sentiment regarding the company's future performance, which may attract more investor interest.
- Market Dynamics: The upward trend in STMicroelectronics' stock could influence the performance of other related tech stocks, particularly in the semiconductor sector, further boosting investor confidence in the industry.
- Investor Sentiment: As the stock price increases, investor sentiment may become more positive, leading to increased capital inflow and enhancing the company's market position.
- Future Outlook: The rise in STMicroelectronics' stock price may signal positive developments in the company's technological innovation and market demand, further solidifying its competitiveness in the global semiconductor market.
See More
Nexxen International Ltd. Announces Share Repurchase Program
- Share Repurchase Program: Nexxen International Ltd. repurchased 412,088 shares in January 2026 at an average price of $6.18, reflecting the company's confidence in its stock value while providing returns to shareholders.
- Outstanding Shares: As of January 31, 2026, Nexxen had 56,070,588 ordinary shares outstanding, indicating the company's ongoing capital management and maintaining a relatively stable equity structure.
- New Repurchase Authorization: The company has received authorization for a new share repurchase program of up to $40 million, which is expected to commence upon completion of the current program, providing flexibility and strategic support for future capital allocation.
- Handling of Repurchased Shares: Under Israeli Companies Law, repurchased shares will be reclassified as dormant shares and held in treasury, a practice that will help optimize the company's capital structure and enhance shareholder equity.
See More
Intel Corp Reports Q4 Earnings, Shares Drop 13.1% on Weak Outlook
- Earnings Beat: Intel reported fourth-quarter revenue expectations between $11.7 billion and $12.7 billion, but shares fell 13.1% to $47.19 in pre-market trading due to a weak outlook, indicating market concerns about future performance.
- Adjusted Earnings Outlook: The company anticipates breakeven adjusted earnings for the first quarter, missing the market estimate of five cents per share, reflecting challenges in the competitive semiconductor market that could undermine investor confidence.
- Other Stocks Movement: In pre-market trading, Ambitions Enterprise Management shares dropped 19.1%, and Korea Electric Power Corp fell 7.1%, highlighting a broader market sentiment decline and reduced investor confidence in tech stocks.
- Capital One Earnings Impact: Capital One Financial Corp's stock declined 3.3% after reporting worse-than-expected fourth-quarter adjusted EPS, further exacerbating market concerns about financial stocks and potentially affecting overall market performance.
See More
Nexxen International Q4 2025 Earnings Call Highlights
- Performance Exceeds Expectations: Nexxen reported contribution revenue of $97.8 million in Q4 2025, reflecting a 7% year-over-year decline; however, management is optimistic about 2026, projecting over 8% growth in contribution revenue, indicating resilience and potential growth momentum in the market.
- Innovative Advertising Solutions: The company launched the industry's first programmatic Smart TV on-screen advertising solution in partnership with VI and The Trade Desk, marking a significant advancement in high-quality programmatic advertising, which is expected to enhance customer engagement and resist AI-driven market disruptions.
- Significant AI Integration Results: Nexxen's DSP assistant efficiency has improved to 97%, with customer satisfaction exceeding 90%, demonstrating that the application of AI technology not only enhances operational efficiency but also creates new value for clients, further solidifying the company's market position.
- Share Buyback Program: The company repurchased 1.44 million shares in Q4 and approved a new buyback program of up to $40 million, reflecting management's confidence in the company's future growth while providing additional value returns to shareholders.
See More
Nexxen International Ltd. Reports Q4 Earnings
- Earnings Highlights: Nexxen International Ltd. reported a Q4 Non-GAAP EPS of $0.33, beating estimates by $0.02, while revenue of $100.7 million, down 10.3% year-over-year, still exceeded expectations by $0.31 million, indicating resilience amid challenges.
- Revenue Composition Analysis: Contribution ex-TAC was $97.8 million, down 7% year-over-year, with programmatic revenue at $94.3 million, down 4%, highlighting increased competitive pressure in the advertising market, particularly from political factors.
- CTV Revenue Decline: CTV revenue for Q4 was $30.1 million, down 19% year-over-year, representing 32% of programmatic revenue, a decrease from 38% in the previous year, reflecting weakened demand for CTV advertising that may impact future revenue growth.
- Future Financial Guidance: Nexxen projects Contribution ex-TAC for 2026 to be in the range of $375 to $390 million, with programmatic revenue between $367 and $381 million, and adjusted EBITDA expected to be between $122 and $132 million, demonstrating confidence in future growth despite ongoing challenges.
See More
Nexxen International Ltd. Announces Share Repurchase
- Share Repurchase Program: Nexxen International Ltd. repurchased 496,981 shares in February 2026 at an average price of $6.02, reflecting the company's confidence in its stock value while utilizing approximately $2 million remaining under its current repurchase authorization, thereby enhancing market trust in its shares.
- New Repurchase Program Initiation: The company has received authorization for a new share repurchase program of up to $40 million, expected to commence upon completion of the current program, which will help optimize capital structure and enhance shareholder value through a flexible repurchase strategy.
- Changes in Share Structure: As of February 28, 2026, Nexxen had 55,720,779 ordinary shares outstanding, with repurchased shares to be reclassified as dormant shares under Israeli Companies Law, indicating the company's prudence and foresight in capital management.
- Market Reaction Expectations: By implementing the repurchase program, Nexxen not only aims to enhance earnings per share but also potentially boosts investor confidence, thereby maintaining its competitive edge in the fiercely competitive advertising technology market.
See More
STMicroelectronics Shares Rise 4.3% in Pre-Market Trading
- Stock Performance: STMicroelectronics shares rose 4.3% in pre-market trading to $31.13, indicating optimistic market sentiment regarding the company's future performance, which may attract more investor interest.
- Market Dynamics: The upward trend in STMicroelectronics' stock could influence the performance of other related tech stocks, particularly in the semiconductor sector, further boosting investor confidence in the industry.
- Investor Sentiment: As the stock price increases, investor sentiment may become more positive, leading to increased capital inflow and enhancing the company's market position.
- Future Outlook: The rise in STMicroelectronics' stock price may signal positive developments in the company's technological innovation and market demand, further solidifying its competitiveness in the global semiconductor market.
See More
Nexxen International Ltd. Announces Share Repurchase Program
- Share Repurchase Program: Nexxen International Ltd. repurchased 412,088 shares in January 2026 at an average price of $6.18, reflecting the company's confidence in its stock value while providing returns to shareholders.
- Outstanding Shares: As of January 31, 2026, Nexxen had 56,070,588 ordinary shares outstanding, indicating the company's ongoing capital management and maintaining a relatively stable equity structure.
- New Repurchase Authorization: The company has received authorization for a new share repurchase program of up to $40 million, which is expected to commence upon completion of the current program, providing flexibility and strategic support for future capital allocation.
- Handling of Repurchased Shares: Under Israeli Companies Law, repurchased shares will be reclassified as dormant shares and held in treasury, a practice that will help optimize the company's capital structure and enhance shareholder equity.
See More
Intel Corp Reports Q4 Earnings, Shares Drop 13.1% on Weak Outlook
- Earnings Beat: Intel reported fourth-quarter revenue expectations between $11.7 billion and $12.7 billion, but shares fell 13.1% to $47.19 in pre-market trading due to a weak outlook, indicating market concerns about future performance.
- Adjusted Earnings Outlook: The company anticipates breakeven adjusted earnings for the first quarter, missing the market estimate of five cents per share, reflecting challenges in the competitive semiconductor market that could undermine investor confidence.
- Other Stocks Movement: In pre-market trading, Ambitions Enterprise Management shares dropped 19.1%, and Korea Electric Power Corp fell 7.1%, highlighting a broader market sentiment decline and reduced investor confidence in tech stocks.
- Capital One Earnings Impact: Capital One Financial Corp's stock declined 3.3% after reporting worse-than-expected fourth-quarter adjusted EPS, further exacerbating market concerns about financial stocks and potentially affecting overall market performance.
See More
