Nexxen Share Discussion Threads

[tapa7] 10/5/2024 13:29

As predicted, we are inches away from closing that gap at 250bps left by the latest earnings and I suspect we will close it before the 20th if we carry on at this pace.

A positive ER may catapult us to the 280-300bps region.

Fingers crossed, not long now.

[gadgie2] 10/5/2024 11:14

Yep still in Parttnership

[gadgie2] 10/5/2024 11:07

Amobee were in the throws of signing a Major deal with RTL just prior to our purchase

We had a full stack solution via Amobee to EMEA Markets DSP provided by Amobee

[gadgie2] 10/5/2024 11:03

RTL Group has made a strong start to 2024 with a 41% increase in streaming revenues for the quarter ending March 31.

In its quarterly statement RTL said the number of paying subscribers was “significantly” higher while it was also benefitting from increased subscription rates in Germany.

RTL Group’s distribution revenue was up 8.6% to €88 million.

RTL Group’s streaming services RTL+ in Germany and Hungary and 6play in France mow have 6 million paying subscribers – up by a quarter on March 2023.

Many of these are to RTL+ in Germany, which grew by 20.6% year-on-year to
5.3 million, in part thanks to an agreement with Deutsche Telekom to bundle RTL+ Premium with its Magenta TV service.

Usage of RTL+ increased by 45.1 per cent to a monthly average of 47.8 million hours.

Group revenue was up 2.6 per cent to €1,318 million, mainly driven by higher TV advertising revenue and streaming revenue at RTL Deutschland.

The minor recovery in Germany and France sat alongside stable advertising markets in its other European territories.

[gadgie2] 10/5/2024 09:50

Exactly and for me it's the 24 revised upwards forecast due to LG etc if q1 is also good and improved then we are off to the races

[midasx] 10/5/2024 09:30

Yes, we know from our US peers that the global difficult conditions are much improved and headwinds are turning into tailwinds, no excuses!

[wheeze] 10/5/2024 09:00

Ofer's preferred phrase is headwinds ?

[ragos] 10/5/2024 08:14

Wheeze,
I use many different websites as none have all the info in one place.
I use London South East for daily details.
I assume you know all this stuff. But the sold vol and bought volume show not a lot being offered for sale at this price!

Midas, I saw S4 results and Martin's comment! Ready made excuse for Ofer?
"global difficult conditions"

R

[wheeze] 10/5/2024 08:12

I didn't want to suggest this tractorhead but must admit this crossed my mind

[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.