{
  "id": 669891,
  "title": "Earnings call transcript: Nexxen lifts 2026 outlook after record Q2 growth",
  "url": "https://urgent.news/2026/08/12/earnings-call-transcript-nexxen-lifts-2026-outlook-after-record-q2",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-12T14:16:56.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/transcripts/earnings-call-transcript-nexxen-lifts-2026-outlook-after-record-q2-growth-93CH-4855395"
  },
  "original_language": "en",
  "account": "Nexxen International Ltd reported record second-quarter results on Thursday, with significant growth in various revenue streams. The company's contribution ex-TAC and programmatic revenue both rose at double-digit rates, leading to an upward revision of its full-year revenue guidance for the third time this year. Nexxen's non-IFRS diluted earnings per share for Q2 2026 were $0.23, a decrease from $0.29 a year earlier, as the firm intensified its focus on artificial intelligence, data, and connected TV. Despite the slight dip in per-share earnings, the company's strong execution and broader demand sources propelled its stock up 0.91% in premarket trading, settling at $10.39 after closing at $10.48 the previous day. Management highlighted several key drivers of its success, including a record-setting second quarter fueled by connected TV, mobile data products, and display advertising. Connected TV revenue reached a new quarterly high of $37.8 million, marking a 33% increase year-over-year and accounting for 40% of programmatic revenue. Mobile revenue grew by 23%, while data products contributed 46% more compared to the previous year. Enterprise spend also increased by more than 25%, with the number of advertisers activated through enterprise customers surpassing 750, up from fewer than 400 a year earlier. Notably, Nexxen is gradually shifting its business mix toward programmatic revenue, dissolving its non-programmatic influencer marketing unit, Rhythm Influence, and reviewing other non-programmatic lines. This strategic move is expected not to materially impact contribution ex-TAC or adjusted EBITDA in the second half.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Investing.com",
        "title": "Earnings call transcript: QuickLogic Q2 2026 revenue miss offsets margin gains",
        "url": "https://urgent.news/2026/08/11/earnings-call-transcript-quicklogic-q2-2026-revenue-miss-offsets",
        "published": "2026-08-11T22:31:36.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}