Nexxen International (NEXN) Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) summary

Market positioning and differentiation

• Operates a unified, AI-powered programmatic platform integrating DSP, SSP, and data capabilities, offering full-funnel solutions and proprietary data assets, especially in CTV.

• Consolidates fees across the ad tech ecosystem, providing cost savings and strong ROI for clients, with notable case studies like Toyota's 62% reduction in cost per vehicle sold.

• Unique in offering both DSP and SSP functionalities, enabling efficient data unification and optimization for both publishers and advertisers.

• Early investment in AI and integrated tech stack positions the company ahead of competitors still building similar capabilities.

• Exclusive data and media partnerships, such as with VIDAA, provide differentiated inventory and insights.

Technology and AI strategy

• AI is leveraged for workflow automation, campaign optimization, and operational efficiency, with proprietary nexAI agents supporting audience research, reporting, and planning.

• AI tools are deeply integrated into the platform, with over 90% of code written using AI, driving cost savings and productivity.

• AI spend is managed efficiently through token usage with major LLM providers, minimizing infrastructure costs.

• The value of AI is amplified by exclusive and comprehensive data assets, including ACR data from VIDAA and proprietary TV data.

CTV and home screen innovation

• CTV revenue grew 33% YoY in Q2, now representing 40% of total programmatic revenue, driven by proprietary data, premium inventory, and onboarding of new publishers.

• Long-term strategy targets CTV as the primary distribution channel, with further growth expected from home screen and native CTV formats.

• Industry-first programmatic solution for native TV home screens enables standardized, scalable campaigns across multiple OEMs, with revenue ramp expected in Q4 and 2027.

• Strategic investment in VIDAA provides exclusive access to ACR data and inventory, strengthening CTV leadership.