)

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.
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.
Next Perion Network earnings date

Next Perion Network earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage