Nexxen Raises Full-Year 2026 Contribution ex-TAC and Programmatic Revenue Guidance for the Second Time This Year Ahead of Today’s Investor Day

Rhea-AI Summary

Nexxen (NASDAQ:NEXN) raised its full-year 2026 Contribution ex-TAC guidance to $385–$400 million and programmatic revenue guidance to $377–$391 million, both up from prior ranges.

Adjusted EBITDA guidance is unchanged at $122–$132 million, implying about 10% growth and a 32% margin. Nexxen also anticipates Q2 CTV revenue growth above 20% and mobile revenue growth above 15% year-over-year. The company will discuss these updates at its Investor Day webcast on June 16, 2026, at 9:00 AM ET.

Positive

• 2026 Contribution ex-TAC guidance raised to $385–$400 million from $382–$397 million
• 2026 programmatic revenue guidance increased to $377–$391 million from $374–$388 million
• Guided 2026 Adjusted EBITDA of $122–$132 million, about 10% year-over-year growth
• Implied 32% Adjusted EBITDA margin on Contribution ex-TAC basis at the midpoint
• Expected Q2 2026 CTV revenue growth of more than 20% year-over-year
• Expected Q2 2026 mobile revenue growth of more than 15% year-over-year

Negative

• Adjusted EBITDA guidance remains unchanged at $122–$132 million despite higher revenue outlook
• Company plans continued strategic investment, which may constrain near-term margin expansion

News Market Reaction – NEXN

+0.69%

+0.69% Session close to close

In the Jun 16 session, NEXN gained 0.69%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlighted Nexxen’s second increase to its 2026 outlook, lifting Contribution ex-...

Analysis

This announcement highlighted Nexxen’s second increase to its 2026 outlook, lifting Contribution ex-TAC to $385–$400M and programmatic revenue to $377–$391M, while keeping Adjusted EBITDA at $122–$132M with a 32% margin target. It builds on record Q1 2026 metrics and emphasizes growth in AI, CTV and mobile. Investors may watch future updates on revenue mix, margin progression and execution against these guidance ranges discussed at the Investor Day.

Key Figures

2026 Contribution ex-TAC guidance: $385–$400M Prior Contribution ex-TAC guidance: $382–$397M Contribution ex-TAC growth: 11% YoY +5 more

8 metrics

2026 Contribution ex-TAC guidance $385–$400M Full-year 2026 updated range

Prior Contribution ex-TAC guidance $382–$397M Full-year 2026 previous range

Contribution ex-TAC growth 11% YoY Full-year 2026 at midpoint

2026 programmatic revenue guidance $377–$391M Full-year 2026 updated range

Prior programmatic revenue guidance $374–$388M Full-year 2026 previous range

Programmatic revenue growth 13% YoY Full-year 2026 at midpoint

2026 Adjusted EBITDA guidance $122–$132M Full-year 2026, unchanged range

Adjusted EBITDA margin 32% On Contribution ex-TAC basis at midpoint

Historical Context

5 past events · Latest: Jun 03 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 03	World Cup partnership	Positive	-3.7%	Partnership with V (VIDAA) to reach soccer fans on Smart TV home screens.
Jun 03	Research report	Neutral	-3.7%	World Cup viewing insights report on economic pressure and shifting habits.
May 13	CTV expansion	Positive	+2.4%	Nexxen TV Home Screen integrations with TCL FFALCON and TiVo Ads.
May 13	Record Q1 earnings	Positive	+2.4%	Record Q1 2026 results and initial 2026 guidance raise with strong growth metrics.
May 12	Investor Day announcement	Neutral	+2.4%	Announcement of June 16, 2026 Investor Day to outline strategy and outlook.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent product/partnership and earnings news often saw modest single-day moves, with some divergence when positive announcements coincided with share price weakness or neutral headlines with strength.

Recent Company History

Over the past months, Nexxen has focused on Connected TV expansion and data-driven offerings. On May 13, 2026, it reported record Q1 2026 metrics and first raised 2026 Contribution ex-TAC and programmatic revenue guidance, alongside Investor Day and Nexxen TV Home Screen expansion news, which coincided with a +2.42% move. Early June FIFA-related partnerships and research around World Cup viewing aligned with a -3.74% reaction. Today’s second 2026 guidance increase continues that trajectory of tightening the outlook higher.

Key Terms

programmatic revenue, adjusted ebitda, demand-side platform, supply-side platform, +2 more

6 terms

programmatic revenue financial

"increased its full-year 2026 Contribution ex-TAC and programmatic revenue guidance."

Programmatic revenue is income a company earns by selling digital advertising space through automated systems that buy and place ads in real time instead of through one-off human deals. Investors watch it because automated ad sales can grow faster, reduce sales costs, and provide clearer data on what ads work and how much they fetch, so rising programmatic revenue often signals more efficient and potentially more profitable digital ad operations.

adjusted ebitda financial

"Adjusted EBITDA in the range of $122 - $132 million (unchanged), representing approximately 10% year-over-year growth"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

demand-side platform technical

"Comprised of a demand-side platform (“DSP”) and supply-side platform (“SSP”)"

A demand-side platform is an automated tool advertisers use to buy digital ad space across many websites and apps in real time, combining audience data, budgets and bidding rules to decide where and when ads appear. It matters to investors because DSPs make ad spending more efficient and measurable—improving targeting, lowering wasted spend and enabling faster scaling—so businesses that operate or rely on them can show stronger revenue efficiency and more predictable marketing returns.

supply-side platform technical

"Comprised of a demand-side platform (“DSP”) and supply-side platform (“SSP”)"

A supply-side platform is an online tool publishers use to sell their digital advertising space automatically to the highest bidders across many ad networks and buyers. For investors, an SSP matters because it determines how efficiently publishers convert audience attention into revenue, influences ad pricing and margins, and signals competitive strength or risk in companies that depend on programmatic advertising — like the marketplace software that matches supply with demand.

rule 10b5-1 trading plan regulatory

"The filing shows he held 494,850 shares directly after the transaction... under a pre-arranged Rule 10b5-1 trading plan"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

rsus financial

"lists RSU issuances of 150,000, 150,000, and 202,500 ordinary shares with vesting dates shown"

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Nexxen International Ltd. (NASDAQ: NEXN) (“Nexxen” or the “Company”), the advertising technology platform powered by unique data and media, today announced that it has increased its full-year 2026 Contribution ex-TAC and programmatic revenue guidance.

Updated Financial Guidance

• Contribution ex-TAC in the range of $385 - $400 million (previously $382 - $397 million), representing approximately 11% year-over-year growth at the midpoint.
• Programmatic revenue in the range of $377 - $391 million (previously $374 - $388 million), representing approximately 13% year-over-year growth at the midpoint.
• Adjusted EBITDA in the range of $122 - $132 million (unchanged), representing approximately 10% year-over-year growth and an Adjusted EBITDA margin of 32% on a Contribution ex-TAC basis at the midpoint. The Company's unchanged Adjusted EBITDA guidance reflects its continued investment in strategic growth initiatives, including platform innovation and go-to-market expansion, to capitalize on long-term growth opportunities across AI, CTV, mobile in-app and data.
  

"Our decision to once again raise our full-year Contribution ex-TAC and programmatic revenue guidance reflects the continued momentum we are seeing across the business and our growing confidence in our execution, strategy and competitive positioning," said Ofer Druker, Chief Executive Officer of Nexxen. "Our updated outlook is supported by continued strength across key growth areas, including expected second-quarter CTV revenue growth of more than 20% year-over-year and mobile revenue growth of more than 15% year-over-year. At the same time, we believe our continued strategic investments position us to extend our competitive advantages and drive sustainable long-term growth. We look forward to discussing the drivers behind our performance, our strategic priorities and our vision for Nexxen's next phase of growth during today's Investor Day."

Nexxen’s Investor Day is expected to begin today at 9:00 AM ET. Additional details to join the webcast are provided below.

Webcast Details

• When: Tuesday, June 16, 2026, 9:00 AM ET
• Registration: Please register for the webcast ahead of the event at https://edge.media-server.com/mmc/p/e33meoqj or under the Events and Presentations section of Nexxen’s investor relations website at investors.nexxen.com
• Webcast: A live stream of the Investor Day can be accessed through the Events and Presentations section of Nexxen’s investor relations website, and an archived webcast will become available in the same section following the event
  

About Nexxen

Nexxen is the advertising technology platform that delivers full-funnel performance powered by unique data and media. Comprised of a demand-side platform (“DSP”) and supply-side platform (“SSP”), with the Nexxen Data Platform at its core, we meet the demands of today’s converging media landscape with exclusive audience intelligence, automation and expertise.

Headquartered in Israel, Nexxen maintains offices throughout North America, Europe and Asia-Pacific and is traded on Nasdaq (NEXN). For more information, please visit nexxen.com.

For further information please contact:

Nexxen International Ltd.
Billy Eckert, Vice President of Investor Relations
ir@nexxen.com

Caroline Smith, Vice President of Communications
csmith@nexxen.com

Forward Looking Statements

This press release contains forward-looking statements, including forward-looking statements within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. Forward-looking statements are identified by words such as “anticipates,” “believes,” “expects,” “intends,” “may,” “can,” “will,” “estimates,” and other similar expressions. However, these words are not the only way Nexxen identifies forward-looking statements. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation statements regarding anticipated financial results for Q2 2026 and full year 2026 and beyond, including statements relating to the expected Q2 2026 growth of CTV revenue and mobile revenue, statements regarding the Company’s upcoming Investor Day, statements regarding the Company’s continued investment in strategic growth initiatives as well as any other statements related to Nexxen’s future financial results and operating performance. These statements are neither promises nor guarantees but involve known and unknown risks, uncertainties and other important factors that may cause Nexxen’s actual results, performance or achievements to be materially different from its expectations expressed or implied by the forward-looking statements. Nexxen cautions you not to place undue reliance on these forward-looking statements. For a more detailed discussion of these factors, and other factors that could cause actual results to vary materially, interested parties should review the risk factors listed in the Company’s most recent Annual Report on Form 20-F, filed with the U.S. Securities and Exchange Commission (www.sec.gov) on March 4, 2026. Any forward-looking statements made by Nexxen in this press release speak only as of the date of this press release, and Nexxen does not intend to update these forward-looking statements after the date of this press release, except as required by law.

FAQ

What 2026 guidance did Nexxen (NASDAQ:NEXN) raise on June 16, 2026?

Nexxen raised 2026 guidance for Contribution ex-TAC and programmatic revenue. According to Nexxen, Contribution ex-TAC is now $385–$400 million and programmatic revenue $377–$391 million, both modestly above prior ranges, reflecting higher expected growth.

What is Nexxen's 2026 Adjusted EBITDA guidance and margin outlook for NEXN?

Nexxen reaffirmed 2026 Adjusted EBITDA guidance of $122–$132 million. According to Nexxen, this represents about 10% year-over-year growth and implies a roughly 32% Adjusted EBITDA margin on a Contribution ex-TAC basis at the midpoint of its guidance range.

How fast does Nexxen expect CTV and mobile revenue to grow in Q2 2026?

Nexxen expects double-digit growth in CTV and mobile revenue. According to Nexxen, second-quarter CTV revenue is anticipated to grow more than 20% year-over-year, while mobile revenue is projected to increase more than 15% year-over-year, supporting its raised 2026 outlook.

When is Nexxen's Investor Day webcast on June 16, 2026, and how can NEXN investors join?

Nexxen’s Investor Day webcast is scheduled for June 16, 2026, at 9:00 AM ET. According to Nexxen, investors can register via a provided Media Server link or through the Events and Presentations section of its investor relations website.

What does Nexxen's updated 2026 guidance suggest for NEXN shareholders?

The updated guidance signals higher expected Contribution ex-TAC and programmatic revenue. According to Nexxen, the company still targets 10% Adjusted EBITDA growth and a 32% margin while continuing to invest in AI, CTV, mobile in-app and data capabilities.

Did Nexxen change its 2026 revenue and profit outlook at the June 2026 Investor Day?

Ahead of its June 2026 Investor Day, Nexxen raised 2026 revenue-related guidance but kept profit targets. According to Nexxen, Contribution ex-TAC and programmatic revenue ranges increased, while Adjusted EBITDA guidance stayed at $122–$132 million for the year.