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Nexxen International (NEXN) investor relations material
Nexxen International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 Contribution ex-TAC, programmatic revenue and CTV revenue; adjusted EBITDA rose 22% YoY to $34.5M.
Enterprise Contribution ex-TAC grew over 40% YoY, with stronger end-to-end platform use and strength in CTV, mobile in-app and data products.
Agentic solutions, exclusive media and proprietary data position offerings for evolving programmatic advertising workflows.
Financial highlights
Q3 revenue was $102.9M, up 9% YoY; Contribution ex-TAC was a record $100.3M, up 8%, and programmatic revenue was a record $97.8M, up 9%.
Adjusted EBITDA rose 22% YoY to $34.5M; non-IFRS net income was $19.1M, up 59%, and non-IFRS diluted EPS was $0.32 versus $0.20.
IFRS net income was $10.4M, up 148% YoY; operating profit was $12.7M, up 75%.
Operating cash flow was $46.1M versus $35.8M in Q3 2025; cash and cash equivalents totaled $152.9M at September 30, 2026.
Nine-month revenue rose 10% to $290.3M and programmatic revenue rose 12% to $275.0M; adjusted EBITDA was $78.4M, down 4% YoY.
Outlook and guidance
FY 2026 guidance reaffirmed: Contribution ex-TAC $388M–$402M, programmatic revenue $380M–$393M, and adjusted EBITDA $122M–$132M.
Guidance midpoint implies 12% YoY Contribution ex-TAC growth, 13% programmatic revenue growth, and 10% adjusted EBITDA growth with a 32% margin.
Preliminary October results point to the strongest top-line month to date; record Q4 Contribution ex-TAC, programmatic revenue and CTV revenue are expected.
Q4 adjusted EBITDA is expected to grow sequentially and YoY with margin expansion; most incremental Contribution ex-TAC is expected to flow through to adjusted EBITDA.
Most platform workflows are expected to be executable through agentic solutions by end-Q1; investment continues in AI, data, CTV, mobile in-app, infrastructure and go-to-market.
- Revenue grew 46%, with mobile rising to 28% of Q4 revenue and driving the FY15 growth outlook.NEXN
Q4 2014 - Mobile-led revenue growth and AreaOne expansion came with lower earnings and margins.NEXN
Q4 2015 - Branding and CTV fueled growth, but integration costs and COVID-19 clouded the outlook.NEXN
Q4 2019 - Revenue rose 68% as acquisitions widened reach and added brand advertising.NEXN
Q4 2017 - Mobile-led growth lifted revenue 66% and set up expectations for strong 2017 growth.NEXN
Q4 2016 - Margin gains and cash growth met a video-led strategy, despite performance-marketing headwinds.NEXN
Q4 2018 - Comparable revenue rose 2% as CTV-led Programmatic growth offset weaker Performance activity.NEXN
Q4 2020 - Record growth and $367.7m net cash, with CTV momentum offset by macro and privacy risks.NEXN
Q4 2021 - Record CTV growth and strategic acquisitions supported resilient profitability amid ad-market weakness.NEXN
Q4 2022
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