Nexxen Q1 Revenue Reaches $86.84M, Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Reports Q1 revenue $86.84M, consensus $77.07M. "We delivered a strong start to 2026, with record Q1 results ahead of consensus estimates and continued strength to this point in Q2, enabling us to raise our full-year Contribution ex-TAC and programmatic revenue guidance," said Ofer Druker, CEO of Nexxen. "The strategy we adopted is generating results, with revenue mix improving and growth accelerating across our core programmatic business lines. nexAI-powered DSP enhancements and ongoing innovation are driving improved outcomes and efficiency for performance-focused agencies like Tinuiti, while supporting growing enterprise client adoption and increased end-to-end platform utilization. To date in 2026, we have already onboarded more new enterprise customers than in all of 2025 and our pipeline remains strong. We are seeing momentum in AI-resilient media channels including CTV and mobile in-app, where SDK partnerships with leading platforms like Unity are supporting durable growth. Nexxen TV Home Screen is further reinforcing our CTV differentiation, with adoption scaling across industry leaders including The Trade Desk, StackAdapt, Basis, H/L, TCL FFALCON and TiVo Ads, supporting a transformational growth opportunity. As our platform, data and AI capabilities scale, we believe we are strengthening our competitive advantages and driving greater value for customers and partners."
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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: 8.580
Low
9.00
Averages
11.67
High
15.00
Current: 8.580
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 Raises 2026 Financial Guidance Amid Strong Growth
- Guidance Increase: Nexxen has raised its 2026 Contribution ex-TAC guidance to a range of $385 to $400 million, up from $382 to $397 million, indicating an approximate 11% year-over-year growth at the midpoint, which highlights the company's robust momentum in the advertising technology sector.
- Programmatic Revenue Growth: The programmatic revenue guidance has also been adjusted to a range of $377 to $391 million, up from $374 to $388 million, reflecting an expected 13% year-over-year growth at the midpoint, showcasing the company's strengthening competitive position in the digital advertising market.
- Stable EBITDA Outlook: The adjusted EBITDA guidance remains unchanged at $122 to $132 million, representing about 10% year-over-year growth, with an EBITDA margin of 32% on a Contribution ex-TAC basis, indicating the company's ability to maintain profitability while investing in strategic growth initiatives.
- Confidence in Strategic Investments: CEO Ofer Druker emphasized that ongoing strategic investments will help the company sustain competitive advantages in key growth areas such as CTV and mobile, with anticipated second-quarter CTV revenue growth exceeding 20% year-over-year and mobile revenue growth exceeding 15%.
See More
Nexxen Partners with V to Enhance World Cup Advertising Experience
- World Cup Advertising Partnership: Nexxen has partnered with V to leverage the VIDAA OS Smart TV platform to provide high-impact advertising experiences aimed at engaging soccer fans during the 2026 World Cup, which is expected to significantly enhance advertising effectiveness and brand visibility.
- Changing Viewer Behavior: Nexxen's research indicates that viewing behavior during the World Cup will be more fragmented than ever, necessitating advertisers to effectively reach audiences through programmatic advertising across V's global Smart TV network to adapt to this shift and enhance market competitiveness.
- Brand Exposure Opportunities: By utilizing V's native home screen placements, brands can capture viewer attention the moment they turn on their TVs, ensuring that advertisements effectively communicate at the earliest stage of the viewing journey, thereby increasing brand awareness and audience engagement.
- Unique Experiential Activations: As an official sponsor of the 2026 World Cup, Hisense will offer select brands exclusive experiential activations, including in-person match attendance and the use of Hisense Smart TVs, further enhancing interaction and engagement between brands and consumers.
See More
Nexxen Releases FIFA World Cup 2026 Predictions Report
- Increased Audience Engagement: Nexxen's latest report indicates that 14 million Americans now plan to watch World Cup matches, driven by FOX's Tubi platform offering free streaming of select marquee games, significantly expanding potential audience reach for advertisers.
- Emerging Viewing Trends: An additional 9 million fans intend to watch matches in free out-of-home environments like bars and restaurants, compared to Nexxen's January 2026 report, highlighting a growing consumer demand for flexible viewing options.
- Subscription Service Demand: 40% of consumers plan to add a subscription service to watch the tournament, with one in four opting for a virtual multichannel video programming distributor (vMVPD), reflecting the market's emphasis on diverse viewing methods.
- Changing Consumer Behavior: 86% of intended viewers have cut back on discretionary spending, including paid streaming subscriptions, underscoring the importance of free and flexible viewing options amid current economic uncertainties.
See More
Nexxen International Reports Q1 Earnings and Raises 2026 Guidance
- Earnings Performance: Nexxen International reported a Q1 GAAP EPS of -$0.09 with revenues of $86.8 million, which, despite the loss, exceeded market expectations, demonstrating the company's resilience in challenging conditions.
- Guidance Upgrade: The company raised its 2026 contribution ex-TAC revenue guidance to a range of $382 million to $397 million, up from the previous $375 million to $390 million, indicating a projected year-over-year growth of approximately 10% at the midpoint, reflecting confidence in future growth.
- Programmatic Revenue Growth: Nexxen also increased its programmatic revenue guidance to between $374 million and $388 million, up from $367 million to $381 million, with an expected midpoint year-over-year growth of about 12%, highlighting the company's ongoing expansion in the digital advertising sector.
- Stable Adjusted EBITDA: The adjusted EBITDA guidance remains unchanged at $122 million to $132 million, with a projected year-over-year growth of around 10% and an adjusted EBITDA margin of 33%, indicating stability and sustainability in the company's profitability.
See More
Nexxen Expands Smart TV Advertising Platform
- Partnership Expansion: Nexxen partners with TCL and TiVo Ads to make their Smart TV native ad inventory programmatically accessible through the Nexxen DSP, significantly enhancing advertisers' flexibility and reach.
- Increased Audience Engagement: Nielsen data indicates that households may spend up to 10.5 minutes selecting content, providing advertisers with a prominent touchpoint during this critical decision-making moment, thereby enhancing brand visibility.
- Global Availability Boost: TCL's native ad inventory will be programmatically available at scale globally, particularly on TCL Android TV devices in the U.S. and Canada, ensuring advertisers can efficiently reach their target audiences.
- Market Demand Response: By integrating TiVo Ads' native formats into the Nexxen marketplace, advertisers can more easily activate this opportunity, leveraging the high visibility of Smart TVs to achieve measurable advertising outcomes and meet the demand for high-quality ad engagement.
See More
Nexxen International to Host Investor Day in New York
- Investor Day Announcement: Nexxen International will host an Investor Day in New York City on June 16, 2026, starting at 9:00 AM ET, where CEO Ofer Druker and the executive team will present the company's strategic vision and financial outlook, likely drawing significant investor interest.
- Product Innovation Focus: The event will highlight Nexxen's advancements in nexAI and Nexxen TV Home Screen, aiming to bolster investor confidence in the company's growth potential by showcasing technological progress, which could enhance overall market perception of Nexxen.
- Hybrid Participation Model: The Investor Day will feature both in-person and virtual attendance options, with in-person participation requiring advance registration and being invitation-only, while the virtual stream will be publicly accessible, thereby broadening the company's investor base and increasing brand visibility.
- Risk Disclosure Statement: Nexxen's press release includes a caution regarding forward-looking statements, alerting investors to various uncertainties that could impact future performance, demonstrating the company's commitment to transparency and aiming to build investor trust.
See More
Nexxen Raises 2026 Financial Guidance Amid Strong Growth
- Guidance Increase: Nexxen has raised its 2026 Contribution ex-TAC guidance to a range of $385 to $400 million, up from $382 to $397 million, indicating an approximate 11% year-over-year growth at the midpoint, which highlights the company's robust momentum in the advertising technology sector.
- Programmatic Revenue Growth: The programmatic revenue guidance has also been adjusted to a range of $377 to $391 million, up from $374 to $388 million, reflecting an expected 13% year-over-year growth at the midpoint, showcasing the company's strengthening competitive position in the digital advertising market.
- Stable EBITDA Outlook: The adjusted EBITDA guidance remains unchanged at $122 to $132 million, representing about 10% year-over-year growth, with an EBITDA margin of 32% on a Contribution ex-TAC basis, indicating the company's ability to maintain profitability while investing in strategic growth initiatives.
- Confidence in Strategic Investments: CEO Ofer Druker emphasized that ongoing strategic investments will help the company sustain competitive advantages in key growth areas such as CTV and mobile, with anticipated second-quarter CTV revenue growth exceeding 20% year-over-year and mobile revenue growth exceeding 15%.
See More
Nexxen Partners with V to Enhance World Cup Advertising Experience
- World Cup Advertising Partnership: Nexxen has partnered with V to leverage the VIDAA OS Smart TV platform to provide high-impact advertising experiences aimed at engaging soccer fans during the 2026 World Cup, which is expected to significantly enhance advertising effectiveness and brand visibility.
- Changing Viewer Behavior: Nexxen's research indicates that viewing behavior during the World Cup will be more fragmented than ever, necessitating advertisers to effectively reach audiences through programmatic advertising across V's global Smart TV network to adapt to this shift and enhance market competitiveness.
- Brand Exposure Opportunities: By utilizing V's native home screen placements, brands can capture viewer attention the moment they turn on their TVs, ensuring that advertisements effectively communicate at the earliest stage of the viewing journey, thereby increasing brand awareness and audience engagement.
- Unique Experiential Activations: As an official sponsor of the 2026 World Cup, Hisense will offer select brands exclusive experiential activations, including in-person match attendance and the use of Hisense Smart TVs, further enhancing interaction and engagement between brands and consumers.
See More
Nexxen Releases FIFA World Cup 2026 Predictions Report
- Increased Audience Engagement: Nexxen's latest report indicates that 14 million Americans now plan to watch World Cup matches, driven by FOX's Tubi platform offering free streaming of select marquee games, significantly expanding potential audience reach for advertisers.
- Emerging Viewing Trends: An additional 9 million fans intend to watch matches in free out-of-home environments like bars and restaurants, compared to Nexxen's January 2026 report, highlighting a growing consumer demand for flexible viewing options.
- Subscription Service Demand: 40% of consumers plan to add a subscription service to watch the tournament, with one in four opting for a virtual multichannel video programming distributor (vMVPD), reflecting the market's emphasis on diverse viewing methods.
- Changing Consumer Behavior: 86% of intended viewers have cut back on discretionary spending, including paid streaming subscriptions, underscoring the importance of free and flexible viewing options amid current economic uncertainties.
See More
Nexxen International Reports Q1 Earnings and Raises 2026 Guidance
- Earnings Performance: Nexxen International reported a Q1 GAAP EPS of -$0.09 with revenues of $86.8 million, which, despite the loss, exceeded market expectations, demonstrating the company's resilience in challenging conditions.
- Guidance Upgrade: The company raised its 2026 contribution ex-TAC revenue guidance to a range of $382 million to $397 million, up from the previous $375 million to $390 million, indicating a projected year-over-year growth of approximately 10% at the midpoint, reflecting confidence in future growth.
- Programmatic Revenue Growth: Nexxen also increased its programmatic revenue guidance to between $374 million and $388 million, up from $367 million to $381 million, with an expected midpoint year-over-year growth of about 12%, highlighting the company's ongoing expansion in the digital advertising sector.
- Stable Adjusted EBITDA: The adjusted EBITDA guidance remains unchanged at $122 million to $132 million, with a projected year-over-year growth of around 10% and an adjusted EBITDA margin of 33%, indicating stability and sustainability in the company's profitability.
See More
Nexxen Expands Smart TV Advertising Platform
- Partnership Expansion: Nexxen partners with TCL and TiVo Ads to make their Smart TV native ad inventory programmatically accessible through the Nexxen DSP, significantly enhancing advertisers' flexibility and reach.
- Increased Audience Engagement: Nielsen data indicates that households may spend up to 10.5 minutes selecting content, providing advertisers with a prominent touchpoint during this critical decision-making moment, thereby enhancing brand visibility.
- Global Availability Boost: TCL's native ad inventory will be programmatically available at scale globally, particularly on TCL Android TV devices in the U.S. and Canada, ensuring advertisers can efficiently reach their target audiences.
- Market Demand Response: By integrating TiVo Ads' native formats into the Nexxen marketplace, advertisers can more easily activate this opportunity, leveraging the high visibility of Smart TVs to achieve measurable advertising outcomes and meet the demand for high-quality ad engagement.
See More
Nexxen International to Host Investor Day in New York
- Investor Day Announcement: Nexxen International will host an Investor Day in New York City on June 16, 2026, starting at 9:00 AM ET, where CEO Ofer Druker and the executive team will present the company's strategic vision and financial outlook, likely drawing significant investor interest.
- Product Innovation Focus: The event will highlight Nexxen's advancements in nexAI and Nexxen TV Home Screen, aiming to bolster investor confidence in the company's growth potential by showcasing technological progress, which could enhance overall market perception of Nexxen.
- Hybrid Participation Model: The Investor Day will feature both in-person and virtual attendance options, with in-person participation requiring advance registration and being invitation-only, while the virtual stream will be publicly accessible, thereby broadening the company's investor base and increasing brand visibility.
- Risk Disclosure Statement: Nexxen's press release includes a caution regarding forward-looking statements, alerting investors to various uncertainties that could impact future performance, demonstrating the company's commitment to transparency and aiming to build investor trust.
See More
