Nexxen Share Discussion Threads

[tractorhead] 10/5/2024 08:06

wheeze, perhaps they are saving buy back volume for after results?!?! If results are bad... they will be abble to buy more at a much lower price. Hope not!

[gadgie2] 10/5/2024 07:58

Little Fairy Dust on these number come 20th and off we go ....no debt and just starting a $50 million buyback ....Only spent £454,000 to Date


Full year 2024 Contribution ex-TAC in a range of approximately $340 - $345 million
· Full year 2024 Adjusted EBITDA of approximately $100 million
· Full year 2024 Programmatic revenue to reflect approximately 90% of full year 2024 revenue

[midasx] 10/5/2024 07:53

S4 continue to struggle!

[wheeze] 10/5/2024 07:43

They seem to be deliberately keeping the buyback volume down so as not to move the share price ?

[ragos] 10/5/2024 07:29

LOL!!
Volume on aim yesterday was 33150 of which Cavendish bought 30000!

That's optimism for you.

Well, good luck on the 20th.

R

[gadgie2] 09/5/2024 14:10

mgni up 15% pre market

[holgerbb] 09/5/2024 13:08

Thanks. Not an expert on it hence chatgbp. I only know that we made serious money with LG data / 4 wall data and dropped of the cliff afterwards so having that access back and more to show that should hopefully bring us back to previous highs

[tapa7] 09/5/2024 12:56

Holgerbb

Any advertiser can pay for ACR data to Nielsen or Vizio (now acquired by wallmart). This is how they set up their campaigns.

It is good that we own ACR data coming from Hisenses TVs and that we can give it to the advertisers for free in return for them using our end to end platform but it only works if our platform offers more returns to them (advertisers) than if they paid Nielsen for the ACR and then went with the likes of Magnite or TTD.

If you can't prove your end to end platform is superior to an indepedent SSP and DSP then no one wants to make that exchange (free ACR in return for ad dollars).

[barkbooo] 09/5/2024 12:08

I think we are going to be ok. lol

[holgerbb] 09/5/2024 11:28

Chatgbp
As of my last update, PubMatic, a digital advertising technology company, did not publicly disclose any specific use of Automatic Content Recognition (ACR) data. However, PubMatic provides a platform for publishers and advertisers to buy and sell advertising inventory programmatically, and it may leverage various data sources and technologies to enhance its advertising solutions and services.

ACR technology is commonly used in the media and advertising industry to identify and analyze content consumption patterns, particularly on television and streaming devices. While some advertising technology companies may utilize ACR data or similar technologies for audience targeting, measurement, or contextual advertising purposes, the specifics of data usage can vary based on factors such as partnerships, privacy regulations, and industry standards.

For the most accurate and up-to-date information on PubMatic's data usage practices, it's recommended to refer to official announcements or contact PubMatic directly.

[holgerbb] 09/5/2024 11:28

Chatgbp again

As of my last update, The Trade Desk, a demand-side platform (DSP) for digital advertising, did not publicly disclose any specific use of Automatic Content Recognition (ACR) data. However, The Trade Desk has access to a wide range of data sources and partnerships to facilitate targeted advertising campaigns across various channels and platforms.

ACR technology is commonly used in the media and advertising industry to identify and analyze content consumption patterns, particularly on television and streaming devices. While some DSPs and advertising platforms may leverage ACR data or similar technologies for audience targeting or measurement purposes, the specifics of data usage can vary based on factors such as partnerships, privacy regulations, and advertiser preferences.

For the most accurate and up-to-date information on The Trade Desk's data usage practices, it's recommended to refer to official announcements or contact The Trade Desk directly.

[tsmith2] 09/5/2024 11:24

Ofer wasn't creaming his free shares

[mikh1] 09/5/2024 11:06

That would be something, not sure we're there yet in the cycle but given all the new capabilities you'd hope that would soon be the case. Improving guidance would be a great change.

[holgerbb] 09/5/2024 10:25

Just checked chatgbp for ACR data use for Magnite

I hope that’s our diffrenciator
As of my last update, Magnite PoS (Point of Sale) did not specifically use ACR (Automatic Content Recognition) data for its operations. However, Magnite, as a leading sell-side advertising platform, may utilize various data sources and technologies to enhance its advertising solutions and services.

ACR technology is commonly used in the media and advertising industry to identify and analyze content consumption patterns across different platforms, such as television and streaming devices. While ACR data can provide valuable insights into audience behavior and content preferences, its integration into specific advertising products or platforms would depend on factors such as data privacy regulations, partnerships, and technological capabilities.

For the most accurate and up-to-date information on Magnite's data usage and advertising solutions, it's recommended to refer to official announcements or contact Magnite directly.

[fo67] 09/5/2024 08:56

Is the 105% buyback restriction self-imposed?

[gadgie2] 09/5/2024 07:10

Only 30k purchased yesterday ..held well considering ....way behind now and should be around 170,000 per day to meet Nov 1st guide

[gadgie2] 09/5/2024 07:05

ITV q1 ... little bit of Fairy Dust on our Q1 and Boom !

ITVX continued to perform strongly with 16% growth in streaming hours and 14% growth in digital advertising revenues in Q1
● Total advertising revenue up 3% in Q1, with strong momentum into Q2, expected to be up around 12%; H1 expected to be up around 8%

[tapa7] 08/5/2024 23:02

And I kid you not, with all the troubles Perion has still grown 9% YoY

Can Nexxen beat its peers?

[tapa7] 08/5/2024 23:01

They (Perion) did cut the guidance not long ago and it was a huge shocking cut. They blamed it on MSFT's Bing pricing but the skeptical investor (rumour based) is wondering if MSFT is directing high end advertisers to its own advertising solution AKA Xandr and giving the low hanging fruit to Perion. The official statement is that MSFT is simply charging less to advertisers to use codefuel (Perion's platform) and thus through the revenue share model it has in place with Perion, this means less revenue for Perion.

So today the end result was this:

Search advertising grew by 26% year-over-year. Revenue to decline next quarter due to the changes to Microsoft Bing pricing strategies as discussed earlier.

Video revenue decreased 52% year-over-year, representing 22% of Advertising Solutions revenue, compared to 44% last year

Retail Media revenue increased 134% year-over-year to $14.9 million, representing 20% of Advertising Solutions revenue compared to 8% last year

CTV revenue increased 108% year-over-year to $8.2 million, representing 11% of Advertising Solutions revenue compared to 5% last year

[mikh1] 08/5/2024 22:39

Hi Tapa7, thanks for your reply. I didn't know a lot of the display ads business with bing was video. If that's the case the reductions do seem to make sense. Best wishes, Mike

[midasx] 08/5/2024 22:39

Advertising software maker The Trade Desk (NASDAQ:TTD) reported Q1 CY2024 results beating Wall Street analysts' expectations , with revenue up 28.3% year on year to $491.3 million. Guidance for next quarter's revenue was also better than expected at $575 million at the midpoint, 1.4% above analysts' estimates. It made a non-GAAP profit of $0.26 per share, improving from its profit of $0.02 per share in the same quarter last year.

[tapa7] 08/5/2024 22:08

TTD revenue +28% YoY

[tapa7] 08/5/2024 21:46

Mgni SSP just posted 15% growth