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Nexxen International (NEXN) investor relations material
Nexxen International Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Nov, 2025
Executive summary
Achieved record Q3 Contribution ex-TAC of $92.6M, up 8% year-over-year, and programmatic revenue of $89.6M, up 10% year-over-year, driven by self-service, data products, and omnichannel strength.
Launched industry-first programmatic Smart TV home screen activation solution, expanding exclusive CTV inventory.
Renewed and expanded VIDAA partnership through 2029, securing exclusive ACR data and ad monetization rights, with a $35M investment.
Completed $50M share repurchase program and launched a new $20M program.
Strategic focus on expanding enterprise DSP adoption, leveraging exclusive ACR data, and scaling in-app mobile and CTV media to drive future growth.
Financial highlights
Q3 Adjusted EBITDA was $28.2M–$28.6M, with a 30% margin on contribution ex-TAC.
Q3 net cash from operating activities was $35.8M; cash and cash equivalents stood at $116.7M as of September 30, with no long-term debt and $50M undrawn on the credit facility.
Q3 Non-IFRS diluted EPS was $0.20; net income for Q3 was $4.2M, down 71% year-over-year.
Repurchased 1.8M shares in Q3, completing a $50M program and launching a new $20M program.
Q3 CTV revenue was $24.5M, down 17% year-over-year; CTV represented 27% of programmatic revenue.
Outlook and guidance
Full-year 2025 guidance lowered: contribution ex-TAC expected at $350M–$360M, Adjusted EBITDA at $113M–$117M, and programmatic revenue to comprise ~95% of total revenue.
Contribution ex-TAC growth for 2025 now forecast at ~3% (6% ex-political); programmatic revenue growth at ~6% (9% ex-political).
Guidance lowered due to reduced activity from certain DSP partners and ongoing softness in non-core business lines.
Q4 softness expected to be isolated, with 2026 performance not materially impacted by the DSP customer’s reduced spending.
Double-digit programmatic growth targeted for 2026, driven by CTV, in-app mobile, and data licensing.
How will Nexxen reverse CTV revenue decline?
Validate Q4 DSP customer impact isolation
How will DSP shift reduce 3rd-party reliance?
DSP enhancements driving enterprise adoption?
New CTV solutions to reverse Q3 decline?
Data licensing growth beyond Yahoo! DSP?
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Next Nexxen International earnings date
Q4 20256 Mar, 2026
Next Nexxen International earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
Nexxen International Ltd. (formerly Tremor International Ltd.) provides an innovative platform that enables advertisers to reach relevant and engaged audiences at scale across TV, Online, Mobile and Connected Devices. Through a combination of in-house expertise and strategic partnerships, the Tremor Video platform provides advertisers with an end-to-end solution that is defining how video advertising is bought and sold, allowing both buyers and sellers to manage their transactions in the most efficient way possible. Tremor International Ltd. was incorporated in 2007 and is headquartered in Tel Aviv-Yafo, Israel.
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