Nexxen International Ltd. (NEXN) SEC Filings & Earnings Calls
EquiReason read 16 Nexxen International Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-10-13 — Nexxen International appointed Neil Jones as Interim Board Chairperson following Christopher Stibbs' departure after AGM; board now has five directors, four independent..
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 249.9M
- Annual P/E
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 11 Nov, in 18 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
13 Oct 20266-KNexxen International appointed Neil Jones as Interim Board Chairperson following Christopher Stibbs' departure after AGM; board now has five directors, four independent.open
Risks flagged
Leadership transition at board level may create short-term uncertainty
“Interim chairperson appointed; board evaluating long-term leadership, composition and structure”
12 Aug 20266-KNexxen reported record Q2 2026 results: Contribution ex-TAC $97.8M (+11% YoY), programmatic revenue $95.2M (+12% YoY), all-time record CTV revenue $37.8M (+33% YoY). Raised full-year guidance for third time.open
Figures in the filing · each found in the filing text
| Contribution ex-TAC · Q2-2026 | $98M | +11% y/y |
| Programmatic revenue · Q2-2026 | $95M | +12% y/y |
| CTV revenue · CTV · Q2-2026 | $38M | +33% y/y |
| Adjusted EBITDA · Q2-2026 | $28M | -8% y/y |
| Cash and cash equivalents · Q2-2026 | $132M |
Guidance
Contribution ex-TAC guidance raised to $388-$402M (prev $385-$400M); programmatic revenue to $380-$393M (prev $377-$391M)
Raised full-year 2026 guidance for third time; demand strong across CTV and programmatic; margin under pressure from AI investment; capex increasing.
Risks flagged
Margin pressure from increased investment in AI and infrastructure.
“Adjusted EBITDA margin declined from 34% to 28% on Contribution ex-TAC basis due to investment.”
Foreign currency exchange fluctuations impacting EBITDA.
“Year-over-year change in Adjusted EBITDA reflects impact of foreign currency exchange fluctuations.” · word for word
3 Aug 20266-KNexxen International Ltd. filed a 6-K reporting a change in independent auditor from KPMG to EY, effective upon shareholder approval. No disagreements or reportable events. Routine auditor change disclosure.open
Risks flagged
Auditor change may raise governance scrutiny but no disagreements or reportable events noted.
“No disagreements with KPMG on accounting principles or practices; no reportable events.”
13 May 20266-KRecord Q1 Contribution ex-TAC $84.5M (+13% YoY), programmatic revenue $81.9M (+14% YoY), CTV revenue $29.4M (+12% YoY). Raised full-year guidance for Contribution ex-TAC and programmatic revenue.open
Figures in the filing · each found in the filing text
| Contribution ex-TAC · Q1-2026 | $85M | +13% y/y |
| Programmatic revenue · Q1-2026 | $82M | +14% y/y |
| CTV revenue · CTV · Q1-2026 | $29M | +12% y/y |
| Adjusted EBITDA · Q1-2026 | $16M | -29% y/y |
| Cash and cash equivalents · Q1-2026 | $95M |
Guidance
Contribution ex-TAC guidance raised to $382-$397M (prev $375-$390M); programmatic revenue to $374-$388M (prev $367-$381M)
Raised full-year 2026 guidance; demand strong across CTV and programmatic; margin under pressure from AI investment; capex increasing.
Risks flagged
Margin pressure from increased investment in AI and infrastructure.
“Adjusted EBITDA margin declined from 31% to 19% on Contribution ex-TAC basis due to investment.”
Working capital impact from receivables timing.
“Decrease in cash from Q4 2025 primarily reflects changes in working capital, including collections expected to normalize in Q2 2026.”
4 Mar 20266-KNexxen Q4 2025 Contribution ex-TAC $97.8M (-7% YoY, -1% ex-political), programmatic revenue $94.3M (-4% YoY, +2% ex-political). Full year record Contribution ex-TAC $353.1M (+3% YoY). Guides 2026 Contribution ex-TAC $375-390M (~8% growth),open
Figures in the filing · each found in the filing text
| Contribution ex-TAC · FY2025 | $353M | +3% y/y |
| Programmatic revenue · FY2025 | $341M | +5% y/y |
| CTV revenue · CTV · FY2025 | $109M | -4% y/y |
| Adjusted EBITDA · FY2025 | $115M | +1% y/y |
| Cash and cash equivalents · FY2025 | $133M |
Guidance
FY2026 Contribution ex-TAC guidance $375-$390M (~8% YoY growth); programmatic revenue $367-$381M (~10% YoY growth)
Initial FY2026 guidance with ~8% Contribution ex-TAC growth; Q1 2026 to date exceeding expectations; margin stable; capex increasing for AI and CTV.
Risks flagged
Political advertising headwind impacted CTV and overall revenue in 2025.
“CTV revenue down 4% YoY; Contribution ex-TAC growth +3% vs +6% ex-political.”
DSP customer concentration risk; one customer reduced spend in Q4 2025 but has since increased.
“Contribution ex-TAC impact from reduced spending by one DSP customer isolated to Q4 2025; customer has increased spend in Q1 2026.” · word for word
4 Mar 202620-FNexxen reported FY2025 results: revenue slightly down, Adjusted EBITDA margin improved, CTV revenue declined, video grew.earningsopen
Figures in the filing · each found in the filing text
| Total comprehensive income · FY2025 | $28M | -21% y/y |
| Adjusted EBITDA · FY2025 | $115M | +1% y/y |
| Cash and cash equivalents · FY2025 | $133M | |
| Active customers · FY2025 | 627 | |
| Active publishers · FY2025 | 1,304 | |
| Video revenue · Video · FY2025 | $242M | +4% y/y |
| CTV revenue · CTV · FY2025 | $109M | -4% y/y |
Risks flagged
Supply path optimization (SPO) pressure
“Growth was constrained by... increased supply path optimization (SPO) efforts by larger industry participants.”
Privacy regulation compliance cost
“Evolving privacy, data protection, and consumer protection laws and technical restrictions could increase costs, limit data, and harm our business.” · word for word
Political advertising seasonality
“Reduced political advertising spend compared to 2024.” · word for word
Tariff and trade uncertainty
“Evolving U.S. trade dynamics, tariffs... reduced advertising spend to an extent from certain customers.”
13 Nov 20256-KNexxen reports Q3 2025 results meeting expectations but lowers full year 2025 guidance: Contribution ex-TAC now $350-360M (mid-point ~3% growth); Adjusted EBITDA $113-117M; cites DSP partner spending changes and OMP softness.open
Figures in the filing · each found in the filing text
| Contribution ex-TAC · Q3-2025 | $93M | +8% y/y |
| Programmatic revenue · Q3-2025 | $90M | +10% y/y |
| CTV revenue · Q3-2025 | $25M | -17% y/y |
| Adjusted EBITDA · Q3-2025 | $28M | -11% y/y |
| Cash and cash equivalents · Q3-2025 | $117M |
Guidance
Contribution ex-TAC $350-360M (prev. higher); Adj. EBITDA $113-117M
Full-year guidance lowered due to DSP partner spending reduction and OMP softness
Risks flagged
Concentration risk from one DSP customer reducing spending significantly in Q4
“changes in spending behavior from one DSP customer... activity is expected to decrease significantly year-over-year in Q4 2025” · word for word
Nexxen International Ltd. — questions
- What did Nexxen International Ltd. file recently?
- 16 SEC filings in the last 12 months. Latest: 6-K on 2026-10-13 — Nexxen International appointed Neil Jones as Interim Board Chairperson following Christopher Stibbs' departure after AGM; board now has five directors, four independent.
Every figure on this page comes from Nexxen International Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.