Nexxen Share Discussion Threads

[tapa7] 08/5/2024 19:27

Mikh1

First of, welcome
Secondly. Perion was getting most of its revenue from a partnership it had with bing/msft where it could capitalise on display ads on bing but now that msft bought xandr and has it all set up, they don't need perions solution anymore.

Who's at loss? Perion.

[ragos] 08/5/2024 19:23

Tractor,
The analysts are not stupid. They rely on the company feeding them inside info.
We have made them look stupid because were bullish and they based their estimates accordingly.

And a lot of buyers rely on analysts,- they pay them for advice!

What would you do if you were told the wrong thing time and again?

R

[ragos] 08/5/2024 18:49

Tractor,
Only because we are buying it with our money! Not the BODs'

They could not care less as they still get their quarterly awards however mean it is.

The market does not want our shares as we have lied so many times as otherwise it would rocket.

Not a lot we can do but wait an opportunity to run!

I suggest the optimists buy some more to help it along? I would not be so cruel!

My mistake was not buy into this but buying so many!


R

[mikh1] 08/5/2024 18:15

Hi all, first time posting and been reading recent posts. I’ve been a shareholder for several years; I noticed in the Perion results they mentioned a 52% decrease in video revenue - any thoughts about that in relation to Nexxen as I know we have video as large percentage of revenue? Thanks, Mike

[ragos] 08/5/2024 15:49

LOL!
The answer will be clear on the 20th!

R

[tapa7] 08/5/2024 09:56

I am actually quite surprised that only a year ago or so PUBM creates a supply path optimization tool that bypasses traditional DSPs and now it represents 50% of the volume going through their platform.

More impressively, these guys took home $15M EBITDA in Q1 with $67M in sales which are growing 20% YoY.

Meanwhile we have a cross functional platform that is expected to generate $72M in Q1 representing flat growth Y/Y.

Someone's not doing it right...

[midasx] 08/5/2024 07:33

133k start to the new Buyback.

Chance to ramp this up before the 20th so long as the share price doesn't increase too dramatically.

[gadgie2] 08/5/2024 07:30

Agreed no excuses

[amt] 08/5/2024 07:13

So no excuses for Nex this time then

[gadgie2] 08/5/2024 06:30

Digital Video Ad Revenue Projected to Reach $63B in 2024

New York – April 25, 2024 – Total digital video advertising spend, including Connected TV (CTV), social video, and online video (OLV), is projected to grow 16% in 2024 — nearly 80% faster than total media overall*.

In total, digital video ad revenues are expected to reach $63B in 2024, according to IAB’s “2024 Digital Video Ad Spend & Strategy Report”.

In the last four years, the share of ad spend has shifted by nearly 20 percentage points from linear TV to digital video, which is now 52% of the total market share.

Social Video is the Strongest Video Growth Category; CTV Projects Double-Digit Ad Spend Growth

Social video is on track toward its second year of 20% year-over-year (YoY) growth, and is projected to rise to $23.4 billion.

​​CTV exceeded $20 billion for the first time in 2023, and is expected to grow by 12% to $22.7 billion in 2024, 32% faster than total media overall. While dollars flowing into CTV primarily come from reallocations – particularly linear TV and other traditional media —31% of increased spend comes from overall expansion of advertising budgets.

“Among the largest ad spenders, CTV (69%) and social video (70%) are considered ‘must buys’ because of their ability to deliver both scale for branding at the top of the funnel and performance outcomes at the bottom of the funnel,” said Chris Bruderle, VP, Industry Insights & Content Strategy, IAB.

[gadgie2] 08/5/2024 06:25

Sterling results from Pubmatic and a revised upward 24 ....

Tonight Peri...TTD....MGNI let's see

[whites123] 08/5/2024 06:08

PUBM 98% up over the past 6 months.

NEXN with access to LG data.

Come on. :-)

[midasx] 07/5/2024 22:03

PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain of the future, today reported record financial results for the first quarter ending March 31, 2024.

“We delivered another quarter of outstanding results, with accelerated revenue growth of 20%, highlighting our strong customer relationships, our breadth of solutions and growth across all formats and channels,” said Rajeev Goel, co-founder and CEO at PubMatic.

[amt] 07/5/2024 17:24

Blimey the selling from the ceo never seems to stop and he seems to have a huge number of shares left.

[ragos] 07/5/2024 16:12

Anyone technically minded can see the pattern since late 21.
After disappointing quarterly result, the price crashes.
Then after a small lag, the optimists move in and drive the share price part of the way up.
This is repeated every quarter with fine words by ofer.
The end result is a downwards spiralling staircase for the sp!

I fervently hope I am wrong this time......
Also just meeting a reduced forecast is no longer acceptable and will get punished.

I am NOT a masochist!

Here's to next week or the week after or the next...

R

[tsmith2] 07/5/2024 15:41

some loose shares for the company to buy back - pig at trough always comes to mind

[barkbooo] 07/5/2024 08:48

Ragos - “I'll be waving good bye to you!” we’ll meet again, don’t know where don’t know when? lol

All good my friend.

[gadgie2] 07/5/2024 08:14

almost forgot debt free just repaid $100 million ....

[ragos] 07/5/2024 08:04

LOL!
If it is, I'll be waving good bye to you!

By the way, if they paid out the money they are itching to spend,
I would get50m/139m*200k+~+- £60k tax free divis!
I could always decide to buy some more nexxen (not!).

R

[gadgie2] 07/5/2024 08:01

Cord cutting is at record breaking levels ....Streaming via phone tablet TV is at record levels we have a foot in the door LG ..Vidaa ..Samsung ...Alphonso using our TECH ...

[gadgie2] 07/5/2024 07:58

Ragos we beg to differ and nothing wrong with that, I'm super positive and the recent Q1 update has given me even more confidence that we are on the right path and we have tailwinds I even see £6 before year end