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Perion Network (PERI) investor relations material
Perion Network Oppenheimer 28th Annual Technology, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 28th Annual Technology, Internet & Communications Conference summary13 Aug, 2025
Company evolution and strategy
Shifted focus from supply-side to demand-side, centralizing digital ad spend management for marketers using AI-driven technology.
Launched Perion One as a unified platform to orchestrate media investments across fragmented channels, targeting CMOs and large advertisers.
Not aiming to replace existing DSPs but to optimize and centralize spend, creative, and data across platforms like Meta, Google, and TikTok.
Target audience includes advertisers using multiple DSPs, especially large brands and the middle market, not SMBs.
Transitioning from managed service DSPs to a more self-serve, AI-driven model, aiming for greater efficiency and scalability.
Product innovation and AI integration
Announced new CTV algorithm and multiple CTV solutions, including high impact, performance, and Perion Algo (formerly Greenbids), optimizing CTV over YouTube.
Perion Algo enables outcome-based campaign optimization, allowing marketers to set KPIs and budgets for AI to deliver best results across channels.
AI-driven platform adapts to real-time data, such as shifting budgets from digital out-of-home to CTV during weather events.
Emphasizes channel-agnostic, data-driven AI to maximize yield, with up to 40% better returns demonstrated for clients.
Focus on building a unified data pool to enhance AI effectiveness and avoid siloed, less reliable AI models.
Market trends and financial outlook
CTV is expected to grow faster than the market, with confidence in exceeding 20% annual growth.
Channel mix is fluid, with budgets moving between open web, digital out-of-home, and CTV, but all managed within a single platform.
Macro uncertainty in Q2 led to temporary budget shifts from CTV to web, but confidence and CTV spend rebounded by quarter's end.
Platform transition and AI automation are expected to improve efficiency, reduce manual work, and enhance gross margins over time.
Sales strategy will shift from transactional to relationship-based, focusing on platform integration with larger clients.
PerionOne: Who is the ideal client?
AI's impact on operational efficiency and margins?
How will channel mix evolve, especially CTV?
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Next Perion Network earnings date
Q3 20255 Nov, 2025
Next Perion Network earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Perion Network Ltd. delivers advertising solutions to brands, agencies, and publishers on an easy-to-use and powerful content distribution platform called MediaMind. Our off-loadable SSP allows you to run campaigns that are more relevant, trackable, measurable, and valued. We provide effective convergence of Domain and Display equally via our focused real time Bidding (RTB) Platform, MediaMaxx based upon a proprietary SSP. Perion Network Ltd. is based in Holon, Israel.
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