Nexxen International Ltd. (NEXN) Earnings Call Transcripts

Nexxen International Ltd.'s Latest Earnings Call - June 16, 2026

In the second quarter of fiscal year 2026, Nexxen International Ltd. (NEXN:US) reported a significant revenue growth of 13% year-over-year, driven by strong enterprise adoption and advancements in their AI capabilities. The company raised its guidance for programmatic revenue growth to 13%, reflecting confidence in sustained momentum, particularly in CTV and mobile in-app advertising, which are expected to grow by over 20% and 15% year-over-year, respectively. Adjusted EBITDA is projected to reach $86 million in the second half of 2026, indicating a robust margin expansion to 40%.

Reported metrics

Guidance from management

Nexxen raised its programmatic revenue growth guidance to 13% for 2026, with expectations of continued strong performance in CTV and mobile in-app segments. Adjusted EBITDA is projected to reach $86 million in H2 2026, indicating improved profitability.

What management said

Anthoropic is the access point into the DSP. So it replaces your access point in the DSP. But one thing that -- what I think is an agent to agent buying misses is all of the optimization that has to go into a buy, right? What a DSP's power is at its core is the ability to drive optimization to generate better performance to run multiple line items to run hundreds of single line items on a single campaign. All of thos...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of CTV growth post-World Cup and the competitive landscape as larger players may leverage AI for efficiency. Questions were raised about Nexxen's ability to maintain its market position amidst increasing competition.

Main topics on the call

• Revenue Growth and Guidance — Nexxen reported a 13% year-over-year increase in programmatic revenue, prompting management to raise guidance for the second time in a month. CEO Ofer Druker stated, "We are seeing the performance of our Q1 and Q2, outpe...
• CTV and Mobile In-App Growth — Management highlighted anticipated growth of over 20% in CTV and over 15% in mobile in-app advertising. CFO Sagi Niri noted, "CTV revenue is up 12% year-over-year in Q1 and expected to be up 20% year-over-year in 2026," ...
• AI Integration and Efficiency — Nexxen's focus on AI has reduced client onboarding time by 50%, enhancing operational efficiency. Kara Puccinelli emphasized that "AI is leveling the playing field," allowing for quicker client integration and better per...
• Enterprise Client Adoption — The company reported onboarding more new clients in the first half of 2026 than in all of 2025, indicating strong momentum in enterprise adoption. Druker noted, "We are seeing more enterprise clients utilizing our platfo...

Read the full Nexxen International Ltd. transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 Nexxen International Ltd. earnings call transcripts on record, spanning March 5, 2025 to June 16, 2026. Based on this history, Nexxen International Ltd. reports quarterly. The most recent call on file is dated June 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NEXN

Exchange

NasdaqGM

Country

US

Sector

Communication Services

Industry

Media

Calls on record

8

First call

March 5, 2025

Most recent

June 16, 2026

Reporting cadence

quarterly