Nexxen International (7P91) AI Stock Analysis
Nexxen International
(Frankfurt:7P91)
No summary available
Nexxen International (7P91) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 500.60M
- Dividend Yield
- ―
- Average Volume (3M)
- 847
- Price to Earnings (P/E)
- 37.7
- Beta (1Y)
- 0.28
- Revenue Growth
- -4.01%
- EPS Growth
- -71.94%
- Country
- Germany
- Employees
- 909
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Advertising Agencies
Nexxen International Business Overview & Revenue Model
Company Description
Nexxen International Ltd. provides a comprehensive, integrated software platform that enables advertisers to effectively connect with relevant audiences and digital publishers. Its Demand Side Platform (DSP) offers flexible options, providing adverti...
Nexxen International Earnings Call Summary
The call presents a broadly positive operational and commercial update: Nexxen delivered record Q1 contribution ex-TAC and programmatic revenue with strong growth in CTVIDAA, mobile in-app, data products, and display, and raised full‑year revenue guidance. Key strategic initiatives—programmatic home‑screen (TVIDAA on screen), AI (NextAI), enterprise go‑to‑market expansion, and SDK integrations—appear to be translating into measurable client wins and product traction. Offsets include weaker non‑IFRS EPS, negative operating cash in Q1 versus last year, some non‑programmatic and PMP declines, and management’s deliberately conservative full‑year posture because of macro and partner risks. Overall, positive growth and product momentum outweigh near‑term profitability and cash timing headwinds.
Q1-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Nexxen raised its full‑year 2026 guidance after a strong Q1: contribution ex‑TAC is now expected to be $382M–$397M (up from $375M–$390M), implying just over 10% YoY growth at the midpoint, and programmatic revenue is guided to $374M–$388M (up from $367M–$381M), implying ~12% YoY growth at the midpoint; adjusted EBITDA is reiterated at $122M–$132M (≈10% YoY growth) with a 33% margin at the midpoint. Management cited Q1 results that supported the raise — contribution ex‑TAC of $84.5M (+13% YoY), programmatic revenue $81.9M (+14% YoY), CTVIDAA revenue $29.4M (+12% YoY), mobile +18% YoY and desktop +3% YoY, with data product contribution ex‑TAC +81% and display +57% (PMPs −17%) — and Q1 adjusted EBITDA of $16.3M (a 19% margin on contribution ex‑TAC). They noted cash of $94.6M, no long‑term debt, $50M available on the revolver, Q1 operating cash use of $21M (vs. $19.3M generated in Q1‑25), non‑IFRS EPS of $0.06 (vs. $0.16), continued share repurchases (~1.1M shares, ~$7.2M in Q1; ~$265M repurchased since Mar‑2022) and an authorized new $40M buyback, plus an additional $15M investment planned in Q3 (bringing a strategic stake to ~$60M, ~6%). Management expects further H2 acceleration from Nexxen TVIDAA home‑screen adoption, the FIFA World Cup and the U.S. midterm cycle.
Nexxen International Risk Analysis
Nexxen International disclosed 1 risk factors in its most recent earnings report. Nexxen International reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
0 New RisksNexxen International Peers Comparison
Overall Rating
MGNI84Outperform
MNTN83Outperform
QNST73Outperform
CRTO64Neutral
STGW59Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| MGNI | 84Outperform | $3.08B | 18.37 | 18.62% | ― | 8.32% | 280.46% |
| MNTN | 83Outperform | $699.41M | 12.19 | 18.41% | ― | 20.55% | ― |
| QNST | 73Outperform | $995.69M | 12.26 | 27.66% | ― | 18.29% | 1634.10% |
| CRTO | 64Neutral | $717.81M | 7.25 | 9.20% | ― | -4.24% | -20.11% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| STGW | 59Neutral | $2.60B | 271.24 | 1.28% | ― | 7.71% | -50.25% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:7P91 | Nexxen International Ltd. | 7.85 | 0.85 | 12.14% | |
| STGW | Stagwell Inc. | 10.47 | 5.72 | 120.42% | |
| QNST | Quinstreet | 17.40 | 2.36 | 15.69% | |
| CRTO | Criteo S.A. | 14.65 | -7.69 | -34.42% | |
| MGNI | Magnite, Inc. | 21.49 | 3.75 | 21.14% | |
| MNTN | MNTN, Inc Class A | 9.35 | -6.14 | -39.64% |
Disclaimer
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