Nexxen at Rosenblatt tech summit: ai, ctv and margin gains

On Tuesday, 18 August 2026, ad-tech company Nexxen (NEXN) presented its strategy for the future at Rosenblatt’s 6th Annual Technology Summit: The Age of AI (Part II). The company highlighted the importance of artificial intelligence (AI), connected television (CTV), and tighter platform integration. Nexxen's end-to-end model aims to improve advertiser returns while expanding operating leverage over time.

The company's shares were trading at $10.51, slightly below the previous close of $10.53 and within a 52-week range of $5.60 to $11.30. Shares of Nexxen have surged 76% over the past six months and are up 61% year-to-date, but InvestingPro analysis suggests the stock remains undervalued relative to its Fair Value.

Nexxen's strategy is built around AI, CTV, and platform integration, with the end-to-end model designed to enhance advertiser returns and increase operating leverage in the long run. The company's contribution without TAC (Total Advertising Cost) has been growing in the low double-digit range, and adjusted EBITDA is expected to grow faster than revenue as margins improve. For investors, Rosenblatt maintains a buy rating with a $16 price target for Nexxen.

The company discussed its recent EBITDA trends, with Q1 2026 EBITDA falling 30% compared to the previous year and Q2 EBITDA declining 8%. For the second half of 2026, Nexxen expects stronger growth with about 15% EBITDA growth and a margin near 33%. Looking ahead, the company anticipates an EBITDA margin of about 34% in 2027, with annual gains of 1 to 2 percentage points and a long-term target of around 40%.

Nexxen positions itself as a fully integrated, unified end-to-end programmatic platform, combining demand-side, supply-side, and data platforms all powered by AI. The company's edge comes from its proprietary data, exclusive media assets, and CTV technology. Nexxen's AI agents handle various tasks across the data, demand, and supply sides of the platform, including audience research, reporting, troubleshooting, quality checks, and planning.

The company is also building AI agents for audience research, reporting, troubleshooting, quality checks, and soon, planning.

Strategic focus for Nexxen's TV business includes direct CTV advertising and its investment in VIDAA, the operating system backed by Hisense. Nexxen has exclusivity with VIDAA on ACR globally and ACR on their North American inventory, providing automated content recognition data that tracks what viewers watch on TV in real time.

This data aids in campaign optimization, measurement, and retargeting. Nexxen's home screen product, launched over a quarter ago, is already active on the platform and expected to generate revenue in Q4 2026, with scaling expected to accelerate in 2027 and beyond.