Nexxen International Past Earnings Performance
Past criteria checks 1/6
Nexxen International's earnings have been declining at an average annual rate of -22.3%, while the Media industry saw earnings growing at 7.9% annually. Revenues have been growing at an average rate of 3.4% per year. Nexxen International's return on equity is 2.7%, and it has net margins of 3.4%.
Key information
-22.26%
Earnings growth rate
-18.45%
EPS growth rate
| Media Industry Growth | 13.17% |
| Revenue growth rate | 3.44% |
| Return on equity | 2.75% |
| Net Margin | 3.41% |
| Last Earnings Update | 30 Jun 2026 |
Recent past performance updates
Recent updates
Narrative Update • Aug 12
NEXN: Accelerating CTV And Mobile Mix Will Drive Future Repricing
Nexxen International’s updated fair value estimate has shifted to $12.99 from $12.19, with analysts pointing to clearer revenue visibility, higher expected growth and margins, and a higher assumed future P/E multiple supported by stronger CTV and mobile trends, broader enterprise adoption, and increased confidence reflected in recent price target raises across the Street. Analyst Commentary Recent commentary on Nexxen International points to generally constructive sentiment, with several firms lifting price targets and revising models.
Narrative Update • Jul 29
NEXN: Agentic AI And CTV Focus Will Drive Medium Term Upside
The analyst price target for Nexxen International has moved slightly higher to $21.84 from $21.81. Analysts point to better visibility from enterprise customer onboarding, stronger CTV and mobile in app trends, and growing confidence in the company’s AI aligned adtech roadmap as key supports for the updated view.
Narrative Update • Jul 15
NEXN: CTV And Mobile Expansion With AI Resilience Will Shape Next Phase
The updated analyst price target for Nexxen International has moved to $10.00, supported by analysts citing better visibility from growing enterprise adoption, stronger connected TV and mobile in app trends, and a focus on segments they view as more resilient to AI-related shifts in digital advertising. Analyst Commentary Recent research commentary on Nexxen International has centered on growing enterprise adoption, connected TV exposure, and mobile in app capabilities, with several firms updating price targets to reflect these themes.Narrative Update • Jul 01
NEXN: Agentic AI And CTV Mix Shift Will Drive Upside
Nexxen International's updated analyst price target now reflects a modest fair value adjustment to $21.81, as analysts highlight confidence in the durability of double-digit growth, platform-driven share gains in CTV and mobile in-app, and the potential for longer-term margin expansion supported by Agentic AI driven productivity gains. Analyst Commentary Recent research updates on Nexxen International reflect a cluster of bullish analysts raising their price targets and reiterating positive views following the company’s Investor and Analyst Day presentations.Narrative Update • Jun 17
NEXN: Raised FY26 Programmatic Guidance And CTV Momentum Will Drive Repricing
Analysts have lifted their Nexxen International price target by $0.20 to $12.19, citing stronger guidance supported by broad based business strength. Connected TV revenue is tracking up 20% and mobile revenue up 15% for Q2, alongside increased investment aimed at growing the programmatic business.Narrative Update • Jun 03
NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing
Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.Narrative Update • May 19
NEXN: FY26 Guidance And Supply Path Reset Resolution Will Drive Repricing
The analyst fair value estimate for Nexxen International has increased from $11.69 to $11.99 as analysts weigh mixed Q4 results and supply path adjustments alongside updated long-term guidance and recent price target revisions ranging from $10 to $16. Analyst Commentary Street research on Nexxen International points to a split view, with some analysts trimming price targets and others lifting them, all while maintaining generally constructive ratings.Seeking Alpha • May 06
Nexxen: A Small Cap Value Proposition With Growth Potential
Summary Nexxen International is deeply undervalued, trading at a 4x EV/FCF multiple despite robust cash flow, margin strength, and aggressive buybacks. NEXN's growth is driven by exclusive, equity-linked partnerships—especially with the V operating system—and expansion into high-margin data products and mobile in-app channels. Risks include heavy reliance on key partners and customer concentration, but equity stakes and recent strategic agreements mitigate these concerns. I rate NEXN a STRONG BUY at $7.34, expecting multiple expansion and cash flow growth to drive significant upside. Read the full article on Seeking AlphaNarrative Update • May 01
NEXN: Future DSP Spend Normalization And Share Repurchases Will Drive Upside
Narrative update The updated analyst price target for Nexxen International reflects a modestly higher fair value estimate, supported by refreshed models that factor in Street views around Q4 guidance, shifts in ex-TAC contribution, profitability, and expectations for improving partner spend trends, even as individual targets have moved between $10 and $16. Analyst Commentary Recent Street research around Nexxen International highlights a mix of tempered expectations and ongoing confidence in the equity story, with bullish analysts focusing on execution against guidance, profitability, and the potential for improved partner spend trends over time.Narrative Update • Apr 17
NEXN: FY26 Guidance And AI Expansion Will Support Supply Path Recovery
Analysts now see Nexxen's fair value holding at $11.69 as they weigh a mix of reduced price targets to $10 and $11, alongside an increase to $16, reflecting more conservative revenue growth assumptions and slightly firmer profit margin expectations after mixed Q4 results and guidance that was described as good enough through FY26. Analyst Commentary Street research on Nexxen clusters around a view that Q4 was mixed but generally in line with guidance, with valuation updates reflecting more cautious revenue inputs and slightly better margin expectations.Narrative Update • Apr 03
NEXN: DSP Partner Spend Ramp And TV Solutions Will Drive Recovery
Narrative Update The analyst price target for Nexxen International has shifted within a $10 to $16 range, with modest fair value and discount rate adjustments, as analysts factor in mixed Q4 results, updated guidance through FY26, and expectations around spend ramping with a major DSP partner in early 2026. Analyst Commentary Street research on Nexxen International reflects a split view, with some bullish analysts citing supportive longer term guidance, while bearish analysts are trimming price targets and flagging execution risks tied to recent results and key customer trends.Narrative Update • Mar 20
NEXN: Extended FY26 Guidance And Buybacks Will Support Supply Path Reset
The updated Analyst Price Target for Nexxen International has been reduced by $0.30 to $11.69, as analysts weigh mixed Q4 results and supply path resets alongside guidance they view as supportive through FY26. Analyst Commentary Bullish Takeaways Bullish analysts see the reaffirmed and extended guidance through FY26 as supportive for the long term.Narrative Update • Mar 06
NEXN: Integrated Ad Stack And Buybacks Will Support DSP Reset Upside
The analyst price target for Nexxen International has been adjusted to reflect a tighter fair value range, with recent Street updates shifting targets between $10 and $16 as analysts weigh mixed Q4 results against updated guidance through FY26, along with expectations for improving margins and P/E assumptions. Analyst Commentary Street research on Nexxen International is mixed, with price targets now clustered between US$10 and US$16 as analysts balance softer Q4 metrics against guidance through FY26 and updated P/E assumptions.Narrative Update • Feb 19
NEXN: Future Share Repurchases And Health Advertising Suite Will Drive Upside
Analysts have trimmed their fair value estimate for Nexxen International from about $23.33 to roughly $21.88, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nexxen completed a share repurchase of 1,628,626 shares for $12.5 million, representing 2.7% of the company, under the buyback announced on August 15, 2025.Narrative Update • Feb 05
NEXN: Integrated Ad Stack And Buybacks Will Support Future Reappraisal
Analysts have trimmed their aggregate price targets for Nexxen International by several dollars per share, into a high single digit to mid teens US$ range, citing reduced guidance tied to weaker activity from key DSP partners and softer advertising trends, even as they highlight strengths in the company’s integrated platform and data infrastructure. Analyst Commentary Street research on Nexxen presents a mixed picture, with price targets reset into a lower range and one rating downgrade, but also continued confidence from several firms in the company’s platform and data assets.Narrative Update • Jan 21
NEXN: End To End Ad Tech Platform And Buybacks Will Support Reappraisal
Analysts have trimmed their price targets on Nexxen International, generally resetting expectations in light of guidance cuts and near term headwinds tied to a major DSP partner, while still pointing to strengths in the company’s end to end ad tech platform. Analyst Commentary Research desks are resetting expectations on Nexxen in light of weaker guidance and disruption from a key DSP relationship, while still pointing to core strengths in the business model.Narrative Update • Jan 07
NEXN: End To End Ad Platform And Data Assets Will Drive Recovery
Analysts have trimmed their fair value estimate for Nexxen International to $8.00 from $14.00, reflecting recent price target cuts tied to weaker guidance linked to third party DSP disruptions, while still highlighting the company’s end to end platform and data assets as key supports. Analyst Commentary Recent Street research reflects a clear reset in expectations for Nexxen, with multiple price target cuts clustered around the latest guidance update and commentary on spending shifts from key demand side platform partners.Narrative Update • Dec 17
NEXN: Future CTV Platform Strength And Buybacks Will Drive Market Reappraisal
Analysts have trimmed their price targets on Nexxen International by as much as $10, to a range of about $8 to $15. They cited a sharp guidance reset tied to weaker activity from key DSP partners, despite confidence in the strength of the company’s integrated ad-tech platform and data infrastructure.Narrative Update • Dec 03
NEXN: Future CTV Strength And Share Repurchases Will Drive Market Reappraisal
Analysts have trimmed their fair value estimate for Nexxen International to $12.34 from $14.84, as lower price targets across the Street reflect near term disruption from a key DSP partner and softer guidance. This is partly offset by confidence in the company’s differentiated end to end ad tech platform and improving profitability profile.Narrative Update • Nov 19
NEXN: Future Nasdaq Listing And Russell 3000 Inclusion Will Increase Market Visibility
Analysts have revised their price targets for Nexxen International downward by several dollars. The new targets now range from $8 to $15, as shifts in spending behavior from key DSP partners prompted a reassessment of the company’s growth trajectory and immediate outlook.Narrative Update • Nov 05
NEXN: Nasdaq Listing And Russell 3000 Inclusion Will Drive Visibility In Expanding TV Ad Market
Analysts have reaffirmed Nexxen International’s fair value estimate at $16.14 per share. They are maintaining their price outlook as recent research highlights the company’s growing visibility and strategic positioning in the rapidly expanding connected TV advertising sector.Narrative Update • Oct 22
Analysts Hold Nexxen International Target as Market Visibility and Digital Growth Drive Mixed Outlook
Analysts have maintained Nexxen International’s price target at $16.14 per share, citing stable fundamentals. The company continues to benefit from growing connected TV advertising trends and increased market visibility.Narrative Update • Oct 08
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
The analyst price target for Nexxen International has been revised downward from $16.49 to $16.14, with analysts citing modestly slower expected revenue growth and profit margins. Despite these adjustments, there is continued optimism about the company's position in the fast-expanding connected TV advertising market.Narrative Update • Sep 23
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Analyst valuation metrics for Nexxen International, including the discount rate and future P/E, remained effectively unchanged, resulting in no meaningful adjustment to the consensus analyst price target, which stays at $16.49. What's in the News Completed $50 million share buyback program, repurchasing 4,956,679 shares (8.74% of shares); launched a new $20 million repurchase program.Narrative Update • Sep 08
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
With the future P/E ratio declining slightly, indicating modestly improved earnings expectations, Nexxen International’s fair value estimate remains unchanged at $16.49. What's in the News Nexxen International authorized a new $20 million share repurchase program and recently completed a buyback, repurchasing 3,316,557 shares (6.09% of shares outstanding) for $33.6 million.Narrative Update • Aug 24
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Nexxen International's net profit margin has notably improved while its future P/E has declined substantially, justifying the consensus analyst price target remaining steady at $16.49. What's in the News Nexxen International announced a new share repurchase program authorizing up to $20 million in buybacks.Narrative Update • Aug 09
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Despite the consensus analyst price target for Nexxen International remaining unchanged at $16.49, a meaningful drop in the company’s future P/E ratio from 21.80x to 18.38x signals improved valuation on forward earnings expectations. What's in the News Nexxen anticipates benefits from Vestel's partnership with VIDAA, given Nexxen's existing strategic relationship and potential investment increase in VIDAA to expand its smart TV footprint and access to global ACR data.New Narrative • Jun 29
CTV And AI Will Unlock Future Advertising Opportunities
Nexxen's growth is driven by streaming market expansion, proprietary AI/data advantages, and advertiser consolidation onto its unified platform, enhancing margin and client retention.Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Nexxen International makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Jun 26 | 383 | 13 | 170 | 60 |
| 31 Mar 26 | 373 | 18 | 164 | 60 |
| 31 Dec 25 | 365 | 25 | 156 | 58 |
| 30 Sep 25 | 376 | 39 | 158 | 56 |
| 30 Jun 25 | 372 | 50 | 153 | 53 |
| 31 Mar 25 | 369 | 44 | 151 | 50 |
| 31 Dec 24 | 365 | 35 | 153 | 50 |
| 30 Sep 24 | 349 | 14 | 148 | 47 |
| 30 Jun 24 | 339 | -2 | 150 | 48 |
| 31 Mar 24 | 335 | -10 | 154 | 49 |
| 31 Dec 23 | 332 | -21 | 157 | 50 |
| 30 Sep 23 | 344 | -20 | 164 | 51 |
| 30 Jun 23 | 335 | -19 | 161 | 47 |
| 31 Mar 23 | 326 | -7 | 151 | 41 |
| 31 Dec 22 | 335 | 23 | 152 | 34 |
| 30 Sep 22 | 330 | 42 | 148 | 29 |
| 30 Jun 22 | 346 | 55 | 157 | 25 |
| 31 Mar 22 | 352 | 72 | 154 | 21 |
| 31 Dec 21 | 342 | 73 | 138 | 18 |
| 30 Sep 21 | 321 | 70 | 123 | 14 |
| 30 Jun 21 | 290 | 65 | 104 | 14 |
| 31 Mar 21 | 244 | 29 | 95 | 13 |
| 31 Dec 20 | 212 | 2 | 98 | 13 |
| 30 Sep 20 | 221 | -14 | 91 | 10 |
| 30 Jun 20 | 255 | -15 | 87 | 8 |
| 31 Mar 20 | 292 | -6 | 89 | 12 |
| 31 Dec 19 | 326 | 6 | 84 | 16 |
| 30 Sep 19 | 302 | 6 | 80 | 21 |
| 30 Jun 19 | 278 | 7 | 76 | 25 |
| 31 Mar 19 | 277 | 14 | 70 | 23 |
| 31 Dec 18 | 277 | 22 | 64 | 20 |
| 30 Sep 18 | 283 | 19 | 65 | 22 |
| 30 Jun 18 | 289 | 16 | 66 | 24 |
| 31 Mar 18 | 250 | 15 | 55 | 20 |
| 31 Dec 17 | 211 | 14 | 44 | 17 |
| 30 Sep 17 | 175 | 16 | 34 | 12 |
| 30 Jun 17 | 140 | 19 | 24 | 7 |
| 31 Mar 17 | 133 | 18 | 22 | 6 |
| 31 Dec 16 | 126 | 16 | 20 | 6 |
| 30 Sep 16 | 110 | 12 | 18 | 6 |
| 30 Jun 16 | 94 | 7 | 16 | 5 |
| 31 Mar 16 | 85 | 5 | 15 | 5 |
| 31 Dec 15 | 76 | 2 | 14 | 4 |
| 30 Sep 15 | 71 | 3 | 13 | 4 |
Quality Earnings: NEXN has high quality earnings.
Growing Profit Margin: NEXN's current net profit margins (3.4%) are lower than last year (13.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: NEXN's earnings have declined by 22.3% per year over the past 5 years.
Accelerating Growth: NEXN's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: NEXN had negative earnings growth (-73.7%) over the past year, making it difficult to compare to the Media industry average (11.6%).
Return on Equity
High ROE: NEXN's Return on Equity (2.7%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/20 19:06 |
| End of Day Share Price | 2026/08/20 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Nexxen International Ltd. is covered by 17 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Chantry | Berenberg |
| Tyler DiMatteo | BTIG |
| Maria Ripps | Canaccord Genuity |