Nexxen International (NEXN) Citi’s 2026 Global TMT Conference summary

Platform integration and enterprise focus

• Years of asset integration led to a unified platform with both SSP and DSP, enabling full-funnel control and efficiency for partners and clients.

• Enterprise clients increasingly value the end-to-end model, with onboarding often starting via DSP and expanding to full platform use over 3–9 months.

• Clients using the full stack see significant cost savings and improved ROI, as illustrated by a 62% cost reduction and 2.5x ROAS increase for a major auto brand.

• Hybrid service models help transition clients from managed to self-serve, supporting broader adoption of the platform.

• Enterprise spend grew 25%, with over 750 advertisers now activated through enterprise customers.

CTV and data-driven growth

• CTV campaigns now account for 40% of net revenues, driven by enterprise adoption and exclusive ACR data partnerships.

• Exclusive ACR data from VIDAA, covering 50 million screens, provides granular cross-platform audience insights.

• North American exclusivity on VIDAA inventory and new on-screen ad formats are expected to drive incremental revenue from Q3 2026 onward.

• Programmatic access to home screen inventory is a first-mover advantage, with major DSPs and OEMs already onboarded.

• Cross-channel capabilities between CTV and mobile in-app enable advanced retargeting and audience building.

AI and agentic solutions

• AI has halved enterprise client onboarding time, supporting rapid growth in enterprise users.

• Six to ten AI agents automate onboarding, planning, activation, optimization, and measurement across the full stack.

• Agentic solutions allow clients to transact and optimize campaigns without increasing staff, enhancing efficiency.

• Full-stack ownership enables AI to deliver deeper insights and optimization than standalone DSP or SSP agents.

• Adoption is accelerating, with new clients quickly embracing AI-driven workflows.