Nexxen International (NEXN) Raymond James TMT and Consumer Conference summary

Market and macro environment

• Macro uncertainty, including tariffs, has led to softness in some verticals, especially retail, but created opportunities for others to access media more efficiently.

• Retailers are cautious with ad spend due to supply chain and tariff volatility, but are seeking more aggressive performance solutions.

• Marketing spend tends to rebound robustly after periods of macro uncertainty, supporting optimism for future growth.

Business model and competitive positioning

• The end-to-end platform integrates buy and sell sides, enabling seamless transactions and higher efficiency.

• Deeply integrated technology and exclusive data access differentiate the platform from competitors.

• The convergence of buy and sell sides in the industry validates the integrated approach, with few rivals matching the level of integration.

Data, technology, and performance

• Exclusive access to VIDAA’s ACR data through 2029 enhances targeting and measurement capabilities.

• The platform’s data integration allows for precise performance measurement and optimization.

• AI investments are streamlining internal workflows and enabling customers to make complex decisions efficiently, improving both performance and margins.