Overview
Perion Q3 2025 revenue grows 8% yr/yr, driven by CTV and Digital out of home (DOOH) growth
Adjusted EPS for Q3 beats consensus, reflecting strong operational performance
Company expands share repurchase program to $200 mln, reflecting confidence in growth
Outlook
Perion reiterates FY 2025 revenue guidance of $430 mln to $450 mln
Perion expects FY 2025 adjusted EBITDA of $44 mln to $46 mln
Result Drivers
CTV GROWTH - CTV revenue surged 75% YoY, contributing significantly to overall revenue growth
DOOH GROWTH - DOOH revenue rose 26% YoY, supporting revenue increase
AI SOLUTIONS - Launch of AI-driven SODA and DOOH Player expected to enhance revenue predictability and growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Adjusted EPS | Beat | $0.28 | -$0.01 (6 Analysts) |
Q3 EPS | -$0.10 | ||
Q3 Adjusted Net Income | Beat | $12.50 mln | -$635,000 (6 Analysts) |
Q3 Net Income | -$4.10 mln | ||
Q3 Adjusted EBITDA | Beat | $12.10 mln | $11.32 mln (6 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Perion Network Ltd is $14.00, about 32.1% above its November 11 closing price of $9.50
The stock recently traded at 324 times the next 12-month earnings vs. a P/E of 199 three months ago
Press Release: ID:nBw1xLvpba
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)