Nexxen International (NASDAQ:NEXN – Get Free Report) issued its quarterly earnings data on Wednesday. The company reported $0.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.04 by $0.02, FiscalAI reports. Nexxen International had a return on equity of 9.47% and a net margin of 6.87%.The business had revenue of $86.84 million during the quarter, compared to analysts’ expectations of $76.86 million.
Here are the key takeaways from Nexxen International’s conference call:
- Nexxen delivered record Q1 results, with Contribution ex-TAC of $84.5 million (+13% YoY) and programmatic revenue of $81.9 million (+14% YoY), both setting first-quarter records. Management said momentum continued into Q2, led by a record April and strong start to May.
- Full-year guidance was raised after the Q1 outperformance, with 2026 Contribution ex-TAC now expected at $382 million-$397 million and programmatic revenue at $374 million-$388 million. Adjusted EBITDA guidance was reaffirmed at $122 million-$132 million.
- CTV returned to growth, with Q1 CTV revenue up 12% year over year to $29.4 million. Management highlighted Nexxen TV Home Screen as a first-mover opportunity that is already live across VIDAA and being adopted by additional DSPs and OEM partners.
- Enterprise client wins and AI tools are driving adoption, with Nexxen saying it onboarded more new enterprise customers in 2026 than in all of 2025. Management said the new clients have the potential to exceed $1 million in annual spend each, supported by AI features that improve workflow efficiency and campaign performance.
- Mobile in-app and data products are becoming bigger growth drivers, with mobile revenue up 18% year over year and data products/display up sharply as the company shifts toward AI-resilient channels. Nexxen also said it will continue investing in AI, data infrastructure, and platform innovation, while Q1 cash flow was pressured by working capital timing.
Nexxen International Stock Up 2.4%
Shares of NASDAQ NEXN traded up $0.18 during mid-day trading on Wednesday, hitting $7.61. The company had a trading volume of 576,227 shares, compared to its average volume of 340,431. The business’s 50-day simple moving average is $7.10 and its 200 day simple moving average is $6.77. The company has a debt-to-equity ratio of 0.04, a current ratio of 1.29 and a quick ratio of 1.29. Nexxen International has a 1-year low of $5.60 and a 1-year high of $12.60. The company has a market capitalization of $428.32 million, a PE ratio of 18.56 and a beta of 1.61.
Analyst Upgrades and Downgrades
Check Out Our Latest Stock Report on NEXN
Institutional Investors Weigh In On Nexxen International
Several large investors have recently bought and sold shares of the stock. FourThought Financial Partners LLC acquired a new position in shares of Nexxen International during the third quarter worth $168,000. Quantbot Technologies LP acquired a new position in Nexxen International in the third quarter valued at $43,000. Geode Capital Management LLC boosted its stake in Nexxen International by 1,062.0% in the second quarter. Geode Capital Management LLC now owns 509,808 shares of the company’s stock valued at $5,307,000 after acquiring an additional 465,936 shares in the last quarter. BNP Paribas Financial Markets raised its holdings in shares of Nexxen International by 354.1% in the second quarter. BNP Paribas Financial Markets now owns 122,106 shares of the company’s stock valued at $1,271,000 after buying an additional 95,219 shares during the last quarter. Finally, Rhumbline Advisers raised its holdings in shares of Nexxen International by 1,244.5% in the second quarter. Rhumbline Advisers now owns 59,926 shares of the company’s stock valued at $624,000 after buying an additional 55,469 shares during the last quarter. Hedge funds and other institutional investors own 54.24% of the company’s stock.
About Nexxen International
Tremor International Ltd provides end-to-end software platform that enables advertisers to reach relevant audiences and publishers. The company's demand side platform (DSP) offers full-service and self-managed marketplace access to advertisers and agencies to execute their digital marketing campaigns in real time across various ad formats. Its sell supply side platform (SSP) provides access to data and a comprehensive product suite to drive inventory management and revenue optimization. The company also offers data management platform solution, which integrates DSP and SSP solutions enabling advertisers and publishers to use data from various sources in order to optimize results of their advertising campaigns.
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