Seeking Alpha·Jun 16, 2026
Nexxen International Ltd. (NEXN) Analyst/Investor Day TranscriptNexxen International Ltd. (NEXN) Analyst/Investor Day Transcript
Nexxen International Ltd.(NEXN)Earnings, Financials & Key Ratios
NEXN•NASDAQ
$8.66
21.1× P/E·Price updated Jun 27, 2026
SectorCommunication ServicesIndustryAdvertising & MarketingSub-IndustryDigital ad platforms and programmatic
AboutNexxen International Ltd. provides end-to-end software platform that enables advertisers to reach relevant audiences and publishers. The company's demand side platform (DSP) offers full-service and self-managed marketplace access to advertisers and agencies to execute their digital marketing campaigns in real time across various ad formats. Its sell supply side platform (SSP) provides access to data and a comprehensive product suite to drive inventory management and revenue optimization. The company also offers data management platform solution, which integrates DSP and SSP solutions enabling advertisers and publishers to use data from various sources in order to optimize results of their advertising campaigns. It serves ad buyers, advertisers, brands, agencies, and digital publishers in Israel, the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company was formerly known as Tremor International Ltd and changed its name to Nexxen International Ltd. in January 2024. Nexxen International Ltd. was incorporated in 2007 and is headquartered in Tel Aviv-Yafo, Israel.Show more
- Revenue$365M-0.2%
- EBITDA$96M-3.9%
- Net Income$25M-29.3%
- EPS (Diluted)0.41-19.6%
- Gross Margin84.93%+1.9%
- EBITDA Margin26.2%-3.8%
- Operating Margin8.9%-20.4%
- Net Margin6.87%-29.2%
- ROE4.98%-24.5%
NEXN Price & Volume
Nexxen International Ltd. (NEXN) stock price & volume — 10-year historical chart
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Operational Volatility Challenges Nexxen's Programmatic Growth
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Healthy
Cash Flow:Deteriorating
Primary Risk:Integration and Geopolitical Volatility
Key Thesis Takeaways
- Nexxen faces a complex transition period characterized by inconsistent revenue growth and significant operational expense pressure, as evidenced by a 2026Q1 operating loss of $4.9M.
- While the company maintains a robust gross margin profile consistently exceeding 80%, the reliance on aggressive share repurchases despite a negative $29.3M free cash flow in 2026Q1 raises concerns regarding capital allocation priorities.
- Investors should monitor the company's ability to integrate past acquisitions effectively, given that goodwill still accounts for 42% of total assets, potentially exposing the firm to future impairment risks.
Verdict Logic
while the forward P/E of 8.15 suggests potential undervaluation, the recent shift to a negative $29.3M free cash flow and the persistence of operating losses warrant a cautious wait-and-see approach.
NEXN Growth Metrics
Nexxen International Ltd. (NEXN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years17.01%
5 Years11.47%
3 Years2.85%
TTM1.06%
Profit CAGR
10 Years27.83%
5 Years63.57%
3 Years3.27%
TTM-58.82%
EPS CAGR
10 Years28.66%
5 Years67.82%
3 Years10.97%
TTM-52.41%
Return on Capital
10 Years11.86%
5 Years6.88%
3 Years3.45%
Last Year6.19%
NEXN Recent Earnings
Nexxen International Ltd. (NEXN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 13, 2026Metric
Actual
Est
EPS
$0.06+50.0%
$0.04
Rev
$85M+9.6%
$77M
Q2 2026
Mar 4, 2026Metric
Actual
Est
EPS
$0.33+22.2%
$0.27
Rev
$98M-1.6%
$99M
Q4 2025
Nov 13, 2025Metric
Actual
Est
EPS
$0.20-9.1%
$0.22
Rev
$95M-5.6%
$100M
Q3 2025
Aug 13, 2025Metric
Actual
Est
EPS
$0.29+52.6%
$0.19
Rev
$91M-4.1%
$95M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.06vs $0.04+50.0% | $85Mvs $77M+9.6% |
| Q2 2026 | Mar 4, 2026 | $0.33vs $0.27+22.2% | $98Mvs $99M-1.6% |
| Q4 2025 | Nov 13, 2025 | $0.20vs $0.22-9.1% | $95Mvs $100M-5.6% |
| Q3 2025 | Aug 13, 2025 | $0.29vs $0.19+52.6% | $91Mvs $95M-4.1% |
Based on last 12 quarters of dataView full earnings history →
Latest NEXN News
Recent stock market news and headlines for Nexxen International Ltd. (NEXN)
GlobeNewsWire·Jun 16, 2026
Nexxen Launches MCP & Agent-to-Agent AI Integrations to PlatformOne of the first platforms to support both in-platform AI usage and external agent integrations nexAI embeds AI agents across planning, activation, optimization and monetization, within a platform that unifies demand, data and supply NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Nexxen, the advertising technology platform powered by unique data and media, today announced the next evolution of nexAI, with interoperability capabilities that allow external AI agents to connect to its platform via open protocols such as Model Context Protocol (“MCP”) and Agent-to-Agent (“A2A”), enabling customers to remotely access Nexxen's advanced agentic capabilities through any MCP-compatible assistant. The launch will also include new agent-powered workflows across reporting, troubleshooting, campaign QA and audience research, building on nexAI's existing agentic capabilities.
GlobeNewsWire·Jun 16, 2026
Nexxen Raises Full-Year 2026 Contribution ex-TAC and Programmatic Revenue Guidance for the Second Time This Year Ahead of Today's Investor DayNEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), the advertising technology platform powered by unique data and media, today announced that it has increased its full-year 2026 Contribution ex-TAC and programmatic revenue guidance.
Peers Comparison
Key metrics vs top competitors for Nexxen International Ltd. (NEXN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.66 | $482.54M | 21.12 | -0.19% | 6.87% | 4.98% | — | |
| $18.37 | $8.64B | 20.19 | 18.47% | 14.57% | 16.91% | — | |
| $10.82 | $1.66B | 36.07 | 13.92% | 7.16% | 5% | — | |
| $18.73 | $2.68B | 19.72 | 6.85% | 21.96% | 18.57% | — | |
| $12.65 | $590.8M | -40.81 | -2.86% | -6.21% | -6.98% | — | |
| $10.34 | $1.74B | 44.96 | 11.75% | 7.91% | 4.43% | — |
Compare NEXN vs Peers
Nexxen International Ltd. (NEXN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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NEXN Frequently Asked Questions
Nexxen International Ltd. (NEXN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Nexxen International Ltd.'s revenue?
Nexxen International Ltd. (NEXN) reported $373.3M in revenue for fiscal year 2025. This represents a 1735% increase from $20.3M in 2011.
How fast is Nexxen International Ltd. growing?
Nexxen International Ltd. (NEXN) saw revenue decline by 0.2% over the past year.
Is NEXN profitable?
Yes, Nexxen International Ltd. (NEXN) is profitable, generating $18.1M in net income for fiscal year 2025 (6.9% net margin).
Dividend & Returns
What is NEXN's return on equity?
Nexxen International Ltd. (NEXN) has a return on equity (ROE) of 5.0%. This is below average, suggesting room for improvement.
What is Nexxen International Ltd.'s free cash flow?
Nexxen International Ltd. (NEXN) generated $57.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.