Nexxen Q4 adjusted EBITDA drops 23% to USD 33.9 million

Reuters
03/04
Nexxen Q4 adjusted EBITDA drops 23% to USD 33.9 million

Nexxen reported Q4 2025 revenue of USD 100.7 million (-10%) and programmatic revenue of USD 94.3 million (-4%), with Contribution ex-TAC of USD 97.8 million (-7%). Q4 operating profit was USD 13.0 million (-47%) and adjusted EBITDA was USD 33.9 million (-23%), while diluted EPS was USD 0.18 (-50%). CTV revenue in Q4 was USD 30.1 million (-19%), representing 32% of programmatic revenue (vs. 38% in Q4 2024). Nexxen ended 2025 with USD 133.3 million in cash and cash equivalents, no long-term debt, and USD 50.0 million available under an undrawn revolving credit facility. For FY 2025, Nexxen posted revenue of USD 364.8 million (flat), programmatic revenue of USD 340.6 million (+5%), and Contribution ex-TAC of USD 353.1 million (+3%), alongside operating profit of USD 32.4 million (-21%) and adjusted EBITDA of USD 115.1 million (+1%). FY 2025 CTV revenue was USD 109.4 million (-4%). FY 2025 diluted EPS was USD 0.41 (-19%), and the Contribution ex-TAC retention rate was 92% (vs. 102% in 2024). Business updates included an extended and expanded partnership with V, granting Nexxen exclusive third-party video and native display monetization rights across V’s North American CTV media and exclusive global access to V’s ACR data through at least 2029. Nexxen also expanded adoption of its programmatic Smart TV home screen ad activation solution, now integrated across V-powered devices globally, and in Q1 2026 partnered with The Trade Desk and V to bring programmatic access to V-powered CTV OEM home screen inventory within The Trade Desk’s Ventura Ecosystem. Nexxen also signed a data licensing agreement with Yahoo DSP in Q4 2025, launched Nexxen Sports, and announced general availability of Curated Marketplace, while adding measurement and optimization features to Nexxen Health, including an “Auto Allocate” capability in the Nexxen DSP powered by PurpleLab. Nexxen guided FY 2026 Contribution ex-TAC of USD 375.0 million to USD 390.0 million and programmatic revenue of USD 367.0 million to USD 381.0 million, with adjusted EBITDA of USD 122.0 million to USD 132.0 million. The company said Q1 2026 Contribution ex-TAC and programmatic revenue to date have exceeded initial expectations. Nexxen repurchased 1.44 million shares in Q4 2025 for USD 10.8 million and had about USD 2.0 million remaining under its current USD 20.0 million authorization as of February 28, 2026, with approval for a new repurchase program of up to USD 40.0 million.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Nexxen International Ltd. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202603040730PRIMZONEFULLFEED1001168059) on March 04, 2026, and is solely responsible for the information contained therein.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10