Nexxen shares gain as revenue tops estimates on strong data licensing

Published 13/08/2025, 13:48
Nexxen shares gain as revenue tops estimates on strong data licensing

Investing.com -- Nexxen International Ltd. (NASDAQ:NEXN) reported second-quarter revenue that exceeded analyst expectations, driven by increased data and technology licensing revenue, sending its shares soaring 7.2% in trading.

The advertising technology platform posted revenue of $90.95 million for the second quarter, surpassing the consensus estimate of $87.32 million and representing a 3% increase YoY. However, earnings per share came in at $0.14, falling short of analysts’ expectations of $0.19. The company achieved record programmatic revenue of $85 million, up 8% YoY, with programmatic now accounting for 93% of total revenue compared to 89% in the same period last year.

"We achieved strong Q2 results driven by increased data and tech licensing revenue, highlighting the resilience and diversity of our end-to-end platform’s offerings," said Ofer Druker, Chief Executive Officer of Nexxen.

The company reported Adjusted EBITDA of $29.9 million, a 12% increase from the previous year, representing a 34% margin on a Contribution ex-TAC basis. Connected TV (CTV) revenue reached $28.4 million, up 1% YoY, comprising 33% of programmatic revenue compared to 36% in Q2 2024.

Despite noting that macroeconomic uncertainty from Q2 is extending into Q3, Nexxen reaffirmed its full-year 2025 guidance, projecting Contribution ex-TAC of approximately $380 million and Adjusted EBITDA of about $125 million.

The company recently launched nexAI, a suite of AI-powered assistants and features integrated across its platform. Additionally, Nexxen renewed and expanded its strategic partnership with VIDAA in the third quarter, increasing its investment by $35 million to accelerate VIDAA’s North American CTV expansion.

As of June 30, 2025, Nexxen maintained a strong financial position with $131.5 million in cash and cash equivalents, no long-term debt, and $50 million undrawn on its revolving credit facility.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.