Nexxen International (NEXN) 2024 RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference summary

Market positioning and strategy

• Focus on providing a flexible, end-to-end ad tech platform integrating DSP, SSP, and deep data capabilities, a strategy initiated in 2019 and validated by current industry trends.

• Differentiation comes from owning both fully functional DSP and SSP, unlike many peers who lack a true end-to-end solution.

• Integration of advanced data layers enhances value for both advertisers and publishers, enabling audience-based selling and improved targeting.

• Recent rebranding and market shifts have increased appreciation and adoption of the platform.

Integration and technology advancements

• Successfully integrated Amobee, consolidating platforms and teams within nine months, leading to operational alignment and enhanced enterprise solutions.

• Chose Amobee's platform for its enterprise readiness and ability to support advanced machine learning for CTV and video.

• Unified data and technology assets now deliver significant value, especially through the Discovery tool, which streamlines audience insights and campaign activation.

Data and CTV leadership

• Exclusive partnership with Hisense and VIDAA OS provides access to extensive TV data, supporting advanced CTV targeting and cross-format audience insights.

• TV Intelligence platform now covers about 60 million U.S. households and is expanding internationally, with new agreements such as The Trade Desk.

• Pioneered use of ACR data for campaign targeting since 2016, with ongoing expansion into international markets.

• Licensing unique data sets to partners like The Trade Desk and StackAdapt, driving CTV revenue growth.