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Perion Network (PERI) investor relations material
Perion Network Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Achieved 8% year-over-year revenue growth and 7% growth in contribution ex-TAC for Q3 2025, with adjusted EBITDA up 63% year-over-year, reflecting disciplined execution and strong momentum in CTV, Retail Media, and DOOH.
Expanded share repurchase program by $75 million to $200 million, with $75 million pending regulatory approval, demonstrating confidence in long-term value and strong cash generation.
Launched new AI-driven products (Outmax, SODA, Digital Out-of-Home Player) under the Perion One vision, unifying technology and streamlining operations for scalable growth.
Secured new strategic partnerships, notably with Albertsons Media Collective and GIMC in China, and won multiple industry awards, strengthening global reach and technology leadership.
Acquired Greenbids to enhance AI-driven optimization and sustainability in advertising.
Financial highlights
Q3 2025 revenue was $110.5 million, up 8% year-over-year; contribution ex-TAC was $51 million (46% margin), and adjusted EBITDA was $12.1 million (24% ex-TAC margin, 11% of total revenue).
Non-GAAP net income was $12.5 million, or $0.28 per diluted share, up 22% year-over-year.
Cash flow from operations was $5.9 million for Q3 and $20.1 million year-to-date; cash, equivalents, and marketable securities totaled $315.6 million as of September 30, 2025.
Repurchased 800,000 shares for $7.5 million in Q3; cumulative repurchases reached 10.4 million shares for $94.2 million.
Adjusted free cash flow was $4.8 million, down from $17.2 million a year ago due to prior-year timing benefit.
Outlook and guidance
Reiterated full-year 2025 guidance: revenue of $430–$450 million and adjusted EBITDA of $44–$46 million, with a midpoint margin of 22% of contribution ex-TAC.
Confident in maintaining strong cash flow conversion rate above 70% for 2025.
Efficiency measures are expected to fully materialize in 2026, supporting long-term growth and margin expansion.
Expect continued outperformance in CTV and Digital Out-of-Home, with plans to scale Perion One globally in 2026 and 2027.
No slowdown in advertiser spend observed; Q4 guidance considered conservative due to holiday season timing.
How does Perion One mitigate Web revenue decline?
What's the outlook for Search Advertising revenue?
Rationale for share repurchase given cash flow trends
Perion One: customer adoption and cross-product use
Web revenue: future growth drivers vs. structural decline
Capital allocation: balancing buybacks and growth
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Next Perion Network earnings date
Raymond James TMT and Consumer Conference8 Dec, 2025
Next Perion Network earnings date
Raymond James TMT and Consumer Conference8 Dec, 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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