Nexxen International (NEXN) Raymond James TMT and Consumer Conference summary

Market environment and vertical trends

• Macro uncertainty and tariffs have led to softness in some verticals, especially retail, but other sectors are capitalizing on more efficient media pricing, resulting in a healthier overall position as the quarter progresses.

• Retailers are cautious with ad spend due to supply chain and tariff volatility, focusing on maximizing performance rather than cutting budgets.

• End-to-end platform enables offsetting vertical softness with higher margins and a larger total addressable market.

• Marketing spend rebounds robustly after periods of macro uncertainty, supporting optimism for future growth.

Platform differentiation and industry positioning

• Early adoption of an end-to-end platform since 2019 positions the company ahead in the industry convergence trend, integrating buy and sell sides with deeply connected technology.

• Exclusive access to data and inventory, especially through VIDAA, provides a unique value proposition for agencies and brands.

• The platform's data integration allows seamless, efficient transactions and better performance for both publishers and advertisers.

Data, performance, and technology advancements

• Exclusive ACR data partnership with VIDAA through 2029 enhances targeting and measurement, enabling highly relevant ad delivery and improved conversion rates.

• The data platform is a major driver of new business, allowing clients to enrich and activate large customer datasets efficiently.

• AI investment is focused on both internal efficiency and customer-facing tools, enabling campaign activation with fewer resources and better results.