Perion adopts shareholder rights plan to protect value

Published 03/04/2025, 21:06
Perion adopts shareholder rights plan to protect value

NEW YORK & TEL AVIV, Israel - Perion Network Ltd. (NASDAQ and TASE: PERI), a technology company addressing modern advertising complexities, has announced the implementation of a shareholder rights plan with a limited duration. The plan, effective immediately, is designed to prevent potential undervalued acquisitions and ensure shareholders realize the full potential value of their investment.

The rights plan aims to deter any entity, person, or group from gaining control or significant influence over Perion without offering fair compensation to all shareholders or allowing the Board sufficient time to make strategic decisions. Perion’s Board and management believe the current share price does not reflect the company’s intrinsic value and growth prospects, potentially making it an attractive acquisition target. This view is supported by InvestingPro data, which shows the company maintains a strong financial position with more cash than debt and a healthy current ratio of 3.47. Discover 10+ additional exclusive insights about Perion’s financial health with an InvestingPro subscription.

Under the rights plan, Perion will issue one right for each ordinary share held as of April 14, 2025. These rights will become exercisable if an entity, person, or group acquires 13% or more of Perion’s outstanding ordinary shares without Board approval. In such a scenario, each right holder, except the acquiring party, could purchase additional shares at a nominal price, diluting the acquirer’s stake.

The Board may also exchange shares for outstanding rights after an entity acquires a 13% stake, further preventing unsanctioned control changes. This plan is not designed to obstruct actions deemed by the Board to be in the company’s and shareholders’ best interests. Instead, it encourages transparent and constructive engagement with the Board and management.

The rights plan aligns with similar strategies adopted by other publicly traded companies and will expire on April 2, 2026, unless terminated earlier as outlined in the plan. Additional details are available in a Form 6-K filed with the U.S. Securities and Exchange Commission.

Perion specializes in assisting agencies, brands, and retailers with marketing investments through advanced technology on digital channels. Their Perion One platform seeks to optimize digital advertising by integrating data, creative content, and channels. The company has demonstrated operational efficiency with a gross profit margin of 33.25%. InvestingPro subscribers can access a comprehensive research report on Perion, one of 1,400+ stocks covered with detailed analysis and actionable insights.

This news is based on a press release statement from Perion Network Ltd. and contains forward-looking statements that involve risks and uncertainties. The company’s actual results could differ materially from those projected in the forward-looking statements due to various factors, which include but are not limited to, economic conditions, market changes, and competitive pressures.

In other recent news, Perion Network Ltd reported its fourth-quarter and full-year 2024 earnings, revealing an earnings per share (EPS) of $0.33, which surpassed the forecasted $0.30. Despite this positive EPS outcome, the company faced challenges with its revenue, reporting a full-year revenue of $498.3 million, marking a significant 33% decrease from the previous year. The revenue for the fourth quarter was $129.6 million, slightly below the forecast of $130.36 million. In response to these financial results, Perion Network launched a new platform called PerionOne, designed to unify advertising technologies. The company’s 2025 revenue guidance has been set between $400 million and $420 million. Analyst firms have noted the company’s strategic focus on connected TV (CTV), digital out-of-home, and retail media, which are expected to drive future growth. Additionally, the company has made leadership changes to support its strategic transformation, including the appointment of Steven Yap as Chief Revenue Officer.

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