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Jun 30, 2025
Nexxen International Q2 2025 Earnings Report
Nexxen reported record Q2 results across multiple revenue categories with improving margins and continued investment in AI and CTV partnerships.
Key Takeaways
Nexxen delivered strong Q2 2025 results with record highs in Contribution ex-TAC, programmatic and CTV revenue. Adjusted EBITDA margin expanded to 34%, driven by technology and data licensing growth.
Revenue by Segment
Forward Guidance
Nexxen reaffirmed its 2025 guidance, projecting steady growth in Contribution ex-TAC and EBITDA despite macro uncertainties and plans further AI and CTV investments.
Positive Outlook
- Reaffirmed 2025 Contribution ex-TAC of ~$380M
- Targeting $125M in full-year Adjusted EBITDA
- Expanding strategic VIDAA partnership through 2029
- Increasing investment in AI tools and nexAI rollout
- Strong adoption of self-service platform solutions
Challenges Ahead
- Macroeconomic volatility from tariffs and policy shifts
- Geopolitical risk impacting global ad spend
- CTV revenue mix declined vs. prior year
- Elevated SG&A and R&D expenses
- Decline in cash position from share repurchases
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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